How to Migrate from Keap to Ceven
If you're using Keap for your sales and marketing automation, you might be considering a shift to Ceven. Keap is a CRM with sales and marketing automation aimed at small businesses. 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 & host no-code pages/apps.
This guide will walk you through the process of migrating your automations and workflows from Keap to Ceven. Note that there is no automatic import; migrating means rebuilding the workflows on Ceven and re-authorizing the same connected apps. We recommend running both systems in parallel on real data and switching over only once the Ceven version is proven. Human-approval gates on writes to systems of record are advised.
Migrate from Keap to Ceven in 6 steps
Inventory your Keap automations by outcome
Start by listing all the automations and workflows you have in Keap. Group them by the outcomes they achieve, such as lead enrichment, follow-up emails, or data syncing. This will help you understand what you need to rebuild in Ceven.
Connect the same apps in Ceven
Ceven connects to 1,000+ tools. Re-authorize the same apps in Ceven that you have connected in Keap. This ensures that your data flows seamlessly between the tools you use.
Describe the outcome to rebuild
Instead of recreating each Keap automation one-for-one, describe the desired outcome in Ceven. For example, instead of replicating a specific email sequence, describe the goal of nurturing leads through a series of personalized messages. Ceven's AI steps and approval gates can help you achieve these outcomes more effectively.
Add AI steps and approval gates
Identify areas in your Keap workflows where the tool was brittle or lacked flexibility. In Ceven, add AI steps to automate decision-making and approval gates to ensure human oversight where necessary. This can make your workflows more robust and adaptable.
Validate in parallel
Run both Keap and Ceven in parallel for a period. Use real data to ensure that Ceven's workflows are producing the desired outcomes. This step is crucial to catch any discrepancies or issues before fully switching over.
Schedule and cut over
Once you are confident that Ceven is handling your workflows correctly, schedule a cutover date. Communicate this change to your team and ensure a smooth transition. Monitor the system closely post-cutover to address any immediate issues.
Why teams switch from Keap to Ceven
Teams often switch from Keap to Ceven because of the need for more advanced automation capabilities. While Keap excels in CRM and sales automation, Ceven offers a broader range of AI-driven workflows and integrations. Ceven's ability to run end-to-end workflows on a schedule, with AI steps and human-approval gates, provides a more flexible and powerful automation platform. Additionally, Ceven's no-code page and app building capabilities can further enhance your team's productivity and efficiency.
What moves over and what doesn't
When migrating from Keap to Ceven, the focus is on automations and workflows, not the CRM database. Your CRM data remains in Keap. What you will be rebuilding in Ceven are the workflows that automate the busywork around your CRM, such as lead enrichment, follow-up emails, and data syncing. Since there is no automatic import, you will need to reauthorize the same connected apps in Ceven and recreate the workflows to achieve the same outcomes. This is an opportunity to consolidate and improve your workflows, making them more efficient and robust with Ceven's advanced features.
Avoiding the common pitfalls
One common pitfall is trying to recreate each Keap automation one-for-one in Ceven. Instead, focus on the desired outcomes and use Ceven's capabilities to achieve them more effectively. Another pitfall is not running both systems in parallel. This step is crucial to validate that Ceven's workflows are working as expected. Additionally, ensure that you have human-approval gates in place for any writes to systems of record to prevent data loss or corruption. Finally, communicate the migration plan clearly to your team and provide adequate training on Ceven to ensure a smooth transition.
Frequently asked
Can Ceven auto-import my Keap automations?
No, Ceven does not offer an automatic import feature for Keap automations. The migration process involves rebuilding your workflows on Ceven, which often results in fewer, more capable workflows.
Will I lose my CRM data if I migrate to Ceven?
No, your CRM data remains in Keap. Ceven is not a CRM and does not replace your system of record. The migration is about moving your automations and workflows to Ceven, not your CRM database.
How long does the migration process typically take?
The duration of the migration process depends on the complexity and number of your workflows in Keap. It can range from a few weeks to a few months. The key is to take your time, validate thoroughly, and ensure a smooth transition.