How to Migrate from Instantly to Ceven
Migrating from Instantly to Ceven involves rebuilding your workflows and re-authorizing your connected apps. This guide will walk you through the process, ensuring a smooth transition while enhancing your workflows with Ceven's advanced AI capabilities and approval gates.
Instantly is a powerful cold-email and lead-intelligence platform with unlimited inboxes, a B2B lead database, and AI sales agents. Ceven, on the other hand, 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 and host no-code pages/apps. By migrating to Ceven, you can consolidate your workflows, reduce complexity, and add AI-driven steps to enhance your sales and outreach processes.
Migrate from Instantly to Ceven in 7 steps
Inventory Your Outcomes
List all the outcomes you achieve with Instantly. Focus on what you want to accomplish, not the specific steps or tools used. This will guide you in rebuilding your workflows on Ceven.
Connect Your Apps in Ceven
Sign up for Ceven and connect the same apps you used with Instantly. Ceven supports 1,000+ tools, making it easy to integrate your existing ecosystem.
Rebuild Your Workflows
Describe the outcomes you listed earlier in Ceven. Use the drag-and-drop interface to build end-to-end workflows. Avoid recreating one-for-one; instead, focus on consolidating and improving your processes.
Add AI Steps and Approval Gates
Identify areas in your Instantly workflows that were brittle or prone to errors. In Ceven, add AI steps to automate decision-making and human-approval gates to ensure accuracy and compliance. For example, add an AI step to prioritize leads or a human-approval gate before sending cold emails.
Validate in Parallel
Run both Instantly and Ceven in parallel using real data. This allows you to validate that Ceven is producing the desired outcomes before fully committing. Use human-approval gates on writes to systems of record to ensure data integrity during the transition.
Schedule and Cut Over
Once you're confident that Ceven is working as expected, schedule a cutover date. Communicate this date to your team and ensure all stakeholders are prepared for the transition.
Monitor and Optimize
After the cutover, monitor your workflows in Ceven closely. Look for areas where you can further optimize and enhance your processes using Ceven's advanced features.
Why teams switch from Instantly to Ceven
Teams often switch from Instantly to Ceven to consolidate their workflows and reduce complexity. Ceven's ability to connect to 1,000+ tools and run end-to-end workflows on a schedule provides a more comprehensive solution for sales and outreach. Additionally, Ceven's AI steps and human-approval gates add layers of intelligence and control that can enhance the effectiveness of your sales processes.
Another reason teams migrate is the need for more advanced AI capabilities. While Instantly offers AI sales agents, Ceven's AI steps can be used to automate a wider range of tasks, from lead prioritization to personalized outreach. This allows teams to focus on high-value activities while Ceven handles the rest.
What moves over and what doesn't
When migrating from Instantly to Ceven, the actual workflows and automations do not move over automatically. You will need to rebuild these workflows in Ceven, which can actually be a good thing. It allows you to consolidate and improve your processes, reducing complexity and enhancing efficiency. However, the data in your connected apps, such as your B2B lead database, will remain intact and can be accessed through Ceven after re-authorizing the connections.
Since there is no automatic import, you will also need to re-authorize all connected apps in Ceven. This includes your email inboxes, CRM, and any other tools you used with Instantly. Once connected, you can start rebuilding your workflows and leveraging Ceven's advanced features.
Avoiding the common pitfalls
One common pitfall is trying to recreate your Instantly workflows one-for-one in Ceven. Instead, focus on the outcomes you want to achieve and rebuild your workflows in a way that leverages Ceven's advanced features. This will allow you to consolidate and improve your processes, reducing complexity and enhancing efficiency.
Another pitfall is not validating your workflows in parallel. Running both Instantly and Ceven simultaneously using real data ensures that you can catch any issues before fully committing to Ceven. Use human-approval gates on writes to systems of record to ensure data integrity during the transition. This approach allows you to make a smooth and confident cutover.
Frequently asked
Can Ceven automatically import my workflows from Instantly?
No, Ceven does not support automatic import of workflows. You will need to rebuild your workflows in Ceven, which allows you to consolidate and improve your processes. This is often a good opportunity to streamline and enhance your workflows, reducing complexity and adding AI-driven steps.
What happens to my data in Instantly after migration?
Your data in Instantly, such as your B2B lead database and email inboxes, will remain intact. After re-authorizing the connections in Ceven, you can access this data and use it in your new workflows. It is important to validate your workflows in parallel to ensure data integrity during the transition.
How long does the migration process take?
The migration process time varies depending on the complexity of your workflows and the number of connected apps. Generally, it involves inventorying your outcomes, connecting your apps, rebuilding your workflows, and validating in parallel. Plan for a few weeks to a few months, depending on your specific needs and resources.