How to Migrate from Insightly to Ceven
Insightly is a CRM with project management and workflow automation for mid-sized businesses. 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 workflows from Insightly to Ceven, ensuring a seamless transition with minimal disruption.
Migrate from Insightly to Ceven in 6 steps
Inventory Your Workflows
Start by listing all your workflows in Insightly. Focus on the outcomes they achieve, not the steps. This will help you rebuild them in Ceven more effectively.
Connect Your Apps in Ceven
Re-authorize the same apps in Ceven that you use in Insightly. Ceven supports 1,000+ integrations, making it easy to connect your existing tools.
Rebuild for Outcomes
Describe the outcomes you want to achieve in Ceven. Don't recreate each Insightly workflow one-for-one. Instead, focus on the end goals and build workflows that achieve them more efficiently.
Add AI and Approval Gates
Where Insightly's automations were brittle, add AI steps and human-approval gates in Ceven. This will make your workflows more robust and adaptable.
Validate in Parallel
Run both Insightly and Ceven in parallel on real data. This allows you to validate the new workflows without disrupting your existing processes.
Schedule and Cut Over
Once you've validated the Ceven workflows, schedule a cutover. Ensure all stakeholders are informed and ready for the transition.
Why Teams Switch from Insightly to Ceven
Teams often switch from Insightly to Ceven because they need more advanced automation capabilities. Insightly's workflow automation is robust, but Ceven offers AI-powered steps and human-approval gates that make workflows more flexible and reliable.
Additionally, Ceven's ability to build and host no-code pages and apps provides a more comprehensive solution for teams looking to automate and streamline their processes beyond what Insightly offers.
What Moves Over and What Doesn't
When migrating from Insightly to Ceven, your workflows and automations are the primary focus. However, Ceven is not a CRM, so your CRM database and project management features will remain in Insightly. Ceven will help you automate the busywork around your CRM, such as enrichment, follow-ups, syncing, and reporting.
Avoiding the Common Pitfalls
One common pitfall is trying to recreate every Insightly workflow exactly as it is. Instead, focus on the outcomes and rebuild workflows in Ceven to achieve those outcomes more efficiently. Another pitfall is not validating the new workflows in parallel. Running both systems simultaneously ensures a smooth transition and minimizes disruption.
Frequently asked
Can Ceven automatically import my workflows from Insightly?
No, Ceven does not support automatic import of workflows from Insightly. You will need to rebuild your workflows in Ceven, which often results in fewer, more capable workflows.
Will I need to move my CRM database to Ceven?
No, Ceven is not a CRM. Your CRM database will remain in Insightly. Ceven will help you automate the processes around your CRM, such as enrichment, follow-ups, and reporting.
How long does it typically take to migrate from Insightly to Ceven?
The time it takes to migrate depends on the complexity of your workflows. Generally, it can take a few weeks to a couple of months to fully transition, including validation and cutover.