How to Migrate from Freshsales to Ceven
Freshsales is a CRM with built-in phone, email, and AI-based lead scoring, designed to streamline sales processes. Ceven is an AI workflow automation platform that connects to 1,000+ tools, runs end-to-end workflows on a schedule with AI steps and human-approval gates, and can build & host no-code pages/apps.
This guide will walk you through the process of migrating your automations and workflows from Freshsales to Ceven. We'll cover the key steps, what moves over and what doesn't, and how to avoid common pitfalls.
Migrate from Freshsales to Ceven in 5 steps
Inventory Your Workflows
Start by documenting all your Freshsales workflows, noting their outcomes and triggers. Focus on the results you want to achieve, not just the steps you currently take. This will help you design more efficient workflows in Ceven.
Connect Your Apps
In Ceven, connect the same apps you use with Freshsales. This ensures you can replicate the data flows and integrations you rely on. Ceven supports 1,000+ tools, so you should find all the necessary connections.
Rebuild for Outcomes
Instead of recreating each Freshsales workflow one-for-one, focus on rebuilding them in Ceven to achieve the same outcomes more efficiently. Add AI steps and human-approval gates where Freshsales was brittle or lacked flexibility.
Validate in Parallel
Run both Freshsales and Ceven in parallel, using real data. This allows you to validate that your Ceven workflows produce the desired results without disrupting your existing processes. Add human-approval gates on writes to systems of record.
Schedule and Cut Over
Once you're confident in your Ceven workflows, schedule the cutover. This could be a gradual process or a full switch, depending on your needs. Ensure all stakeholders are aware of the transition and ready to support it.
Why teams switch from Freshsales to Ceven
Teams often switch from Freshsales to Ceven because they need more advanced automation capabilities, particularly around AI-driven workflows and human-approval gates. Freshsales is a robust CRM with built-in communication tools, but it may lack the flexibility and scalability required for complex automations.
Ceven complements Freshsales by handling the automations and workflows that Freshsales can't. For example, Ceven can manage data enrichment, follow-up sequences, and reporting, while Freshsales remains the system of record. This division of labor allows each tool to play to its strengths.
What moves over and what doesn't
When migrating from Freshsales to Ceven, your CRM data remains in Freshsales. Ceven is not a CRM, so you won't be moving your contacts, leads, or deals. Instead, you'll be migrating the automations and workflows that interact with this data.
What does move to Ceven are the workflows themselves. You'll rebuild these in Ceven, often consolidating them into fewer, more capable workflows. This includes any integrations with other tools, which you'll need to re-authorize in Ceven.
Avoiding the common pitfalls
One common pitfall is trying to recreate every Freshsales workflow exactly as it was. Instead, focus on the outcomes you want to achieve and design your Ceven workflows to be more efficient and flexible. This might involve adding AI steps or human-approval gates where Freshsales lacked these capabilities.
Another pitfall is not running both systems in parallel long enough. It's crucial to validate your Ceven workflows with real data before cutting over completely. This ensures a smooth transition and minimizes disruptions to your sales processes.
Frequently asked
Can Ceven automatically import my workflows from Freshsales?
No, Ceven does not support automatic imports from Freshsales. You'll need to rebuild your workflows in Ceven, often consolidating them into fewer, more capable workflows. This process allows you to optimize your automations for better efficiency and flexibility.
Will my CRM data move to Ceven?
No, Ceven is not a CRM and does not replace your system of record. Your CRM data will remain in Freshsales. Ceven will handle the automations and workflows that interact with this data, running alongside your CRM.
How do I handle data synchronization between Freshsales and Ceven?
You can set up data synchronization workflows in Ceven to ensure that data flows seamlessly between Freshsales and other tools. This might involve using webhooks, APIs, or other integration methods supported by both platforms.