How to Migrate from folk to Ceven
Migrating from folk to Ceven involves rebuilding your workflows and re-authorizing connected apps. This guide will walk you through the process, ensuring a smooth transition and helping you leverage Ceven's advanced features.
folk is a lightweight, relationship-focused CRM designed for agencies, studios, and dealmakers. Ceven, on the other hand, excels at automating workflows, integrating with a vast array of tools, and incorporating AI steps and human-approval gates.
Migrate from folk to Ceven in 7 steps
Inventory Your Outcomes in folk
First, list all the outcomes and tasks that folk automates. Document the triggers, actions, and any conditional logic. Focus on the results, not the specific steps in folk.
Connect the Same Apps in Ceven
Ceven connects to over 1,000 tools. Begin by connecting the same apps you use in folk, such as email, calendars, and project management tools.
Rebuild Workflows in Ceven
Using your inventory, start building workflows in Ceven. Don't recreate folk workflows one-for-one. Instead, design workflows in Ceven to achieve the same outcomes, but with more flexibility and power. Use Ceven's AI steps to enhance and automate tasks that were manual in folk.
Add AI Steps and Approval Gates
Identify points in your folk workflows where errors or delays occurred. In Ceven, add AI steps to prevent errors and human-approval gates to ensure critical decisions are reviewed before execution.
Validate in Parallel
Run both folk and Ceven workflows in parallel using real data. This ensures that Ceven's workflows produce the expected outcomes. Use human-approval gates on writes to systems of record during this phase.
Schedule and Cut Over
Once you've validated Ceven's workflows, schedule a cutover. This involves disabling folk's automations and enabling Ceven's. Monitor the transition closely to ensure a smooth handover.
Review and Optimize
After the cutover, review Ceven's performance. Look for opportunities to optimize workflows further, leveraging Ceven's AI capabilities and extensive integrations.
Why teams switch from folk to Ceven
Teams often switch from folk to Ceven when they need more advanced automation capabilities and integrations. Ceven's AI steps and approval gates provide a level of control and intelligence that folk does not offer. Additionally, Ceven's extensive app library allows for more complex and interconnected workflows, making it a powerful tool for agencies, studios, and dealmakers.
Ceven also offers the ability to build and host no-code pages and apps, providing a comprehensive solution for teams looking to automate and streamline their processes. By leveraging Ceven's capabilities, teams can reduce manual effort, minimize errors, and focus on high-value tasks.
What moves over and what doesn't
When migrating from folk to Ceven, the actual CRM data, such as contacts, deals, and notes, does not move over. Ceven is not a CRM and does not replace folk in that regard. Instead, the focus is on migrating the automation workflows and integrations. This includes tasks, triggers, and any conditional logic that folk uses to automate processes.
What does move over is the knowledge and outcomes of those automations. By rebuilding these workflows in Ceven, you can achieve the same results but with more advanced features and integrations. This includes any custom logic or complex workflows that were set up in folk.
Avoiding the common pitfalls
One of the most common pitfalls is trying to recreate folk workflows one-for-one in Ceven. Instead, focus on the outcomes and design workflows in Ceven to achieve those results more efficiently. Leverage Ceven's AI steps and approval gates to enhance and automate tasks that were manual in folk.
Another pitfall is not validating in parallel. Running both folk and Ceven workflows side-by-side ensures that Ceven's workflows produce the expected outcomes. This step is crucial for a smooth transition and minimizes the risk of errors or disruptions. Additionally, using human-approval gates on writes to systems of record during this phase provides an extra layer of security.
Frequently asked
Can Ceven auto-import my workflows from folk?
No, Ceven does not auto-import workflows from folk. Migrating involves rebuilding your workflows in Ceven, which often results in fewer, more capable workflows. This process allows you to leverage Ceven's advanced features and integrations for a more powerful and flexible automation experience.
Do I need to move my CRM data to Ceven?
No, Ceven is not a CRM and does not replace folk in that regard. Your CRM data, such as contacts, deals, and notes, should remain in folk. Ceven focuses on automating the busywork around your CRM, such as enrichment, follow-ups, syncing, and reporting.
How long does the migration process typically take?
The migration process duration varies depending on the complexity and number of workflows in folk. Generally, it involves inventorying your outcomes, connecting apps, rebuilding workflows, adding AI steps and approval gates, validating in parallel, and scheduling a cutover. This process can take several weeks to a few months, depending on your specific needs and resources.