How to Migrate from HubSpot to Ceven
HubSpot is a powerful all-in-one CRM platform that helps growing teams manage their marketing, sales, and service operations. While HubSpot is excellent for managing customer relationships and core CRM functions, teams often look to Ceven for advanced workflow automation, AI-driven steps, and human-approval gates.
This guide will walk you through the process of migrating your workflows and automations from HubSpot to Ceven. By the end, you'll have a clear understanding of how to rebuild your workflows in Ceven, ensuring a seamless transition and improved efficiency.
Migrate from HubSpot to Ceven in 6 steps
Inventory Your Workflows
Start by documenting all your existing workflows in HubSpot. Focus on the outcomes they achieve rather than the specific steps. This will help you identify which workflows are critical and which can be consolidated or optimized in Ceven.
Connect Your Apps to Ceven
Ceven connects to 1,000+ tools, including many of the same apps you use with HubSpot. Re-authorize these connections in Ceven to ensure seamless integration. This step is crucial for maintaining the functionality of your workflows.
Rebuild Your Workflows in Ceven
Using the outcomes you identified, rebuild your workflows in Ceven. Take advantage of Ceven's AI steps and human-approval gates to make your workflows more robust and flexible. Focus on improving the processes rather than recreating them one-for-one.
Add AI Steps and Approval Gates
Where HubSpot's workflows may have been brittle or inflexible, add AI steps and human-approval gates in Ceven. These features allow for more dynamic and controlled automation, reducing the risk of errors and improving overall efficiency.
Validate in Parallel
Run your HubSpot and Ceven workflows in parallel for a period, using real data. This allows you to compare the results and ensure that Ceven's workflows are performing as expected before making the full switch.
Schedule and Cut Over
Once you're confident in Ceven's workflows, schedule the final cutover. Ensure that all stakeholders are informed and that any necessary adjustments are made to minimize disruption. Use human-approval gates on writes to systems of record to ensure data integrity.
Why teams switch from HubSpot to Ceven
While HubSpot is a robust CRM platform with powerful automation capabilities, many teams find that it lacks the advanced features needed for complex workflows. Ceven offers AI-driven steps, human-approval gates, and the ability to connect to 1,000+ tools, making it a more flexible and powerful solution for teams looking to automate their workflows.
Teams often switch to Ceven because it allows them to build and host no-code pages and apps, something that HubSpot does not offer. This capability can significantly enhance the user experience and streamline processes, making Ceven a valuable addition to any team's tech stack.
What moves over and what doesn't
When migrating from HubSpot to Ceven, your CRM data remains in HubSpot. Ceven is not a CRM and does not replace your system of record. Instead, it focuses on automating the busywork around your CRM, such as enrichment, follow-ups, syncing, and reporting.
What does move over are your workflows and automations. These will need to be rebuilt in Ceven, taking advantage of its advanced features. This process allows you to consolidate and optimize your workflows, making them more efficient and effective.
Avoiding the common pitfalls
One common pitfall is attempting to recreate every workflow exactly as it was in HubSpot. Instead, focus on the outcomes and use Ceven's advanced features to improve and streamline your processes. This approach will lead to better results and a more efficient migration.
Another pitfall is not validating your workflows in parallel. Running both HubSpot and Ceven workflows simultaneously allows you to compare results and ensure that Ceven's workflows are performing as expected. This step is crucial for a smooth transition and minimizing disruption.
Frequently asked
Can Ceven automatically import my workflows from HubSpot?
No, Ceven does not support automatic import of workflows from HubSpot. You will need to rebuild your workflows in Ceven, which often results in more consolidated and capable automations. This process allows you to take advantage of Ceven's advanced features and improve your workflows.
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 HubSpot. Ceven focuses on automating the workflows and processes around your CRM, enhancing your overall efficiency and productivity.
How long does the migration process typically take?
The migration process can vary depending on the complexity of your workflows and the size of your team. Generally, it can take a few weeks to a few months to fully migrate and validate your workflows in Ceven. Planning and careful execution are key to a successful migration.