How to Migrate from LeadIQ to Ceven
LeadIQ is a B2B prospecting platform that captures contact data from LinkedIn and enriches it into the CRM. 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 and host no-code pages/apps.
This guide will walk you through the process of migrating from LeadIQ to Ceven, ensuring a smooth and efficient transition. We'll cover the steps to inventory your workflows, connect your apps, rebuild your workflows, validate in parallel, and schedule the cutover.
Migrate from LeadIQ to Ceven in 6 steps
Inventory Your Workflows
Start by documenting each of your LeadIQ workflows. Note the outcomes they achieve, the connected apps, and any approval steps. This inventory will guide your rebuild in Ceven.
Connect Your Apps in Ceven
Re-authorize the same apps in Ceven that you used in LeadIQ. Ceven supports 1,000+ integrations, making it easy to connect your existing tools.
Rebuild Your Workflows
Instead of recreating each LeadIQ workflow one-for-one, focus on the outcomes. Use Ceven's AI steps and human-approval gates to build more robust and flexible workflows.
Add AI Steps and Approval Gates
Identify areas where LeadIQ was brittle and add AI steps or human-approval gates in Ceven. This will make your workflows more resilient and adaptable.
Validate in Parallel
Run both LeadIQ and Ceven in parallel on real data. This allows you to compare results and ensure that Ceven is performing as expected before cutting over.
Schedule and Cut Over
Once you're confident in Ceven's performance, schedule the cutover. Ensure that all necessary approvals are in place and that your team is ready for the transition.
Why teams switch from LeadIQ to Ceven
Teams often switch from LeadIQ to Ceven because Ceven offers more comprehensive workflow automation capabilities. While LeadIQ excels at capturing and enriching B2B prospect data, Ceven can handle a wider range of workflows, including AI-driven steps and human-approval gates. This makes Ceven a more versatile tool for teams looking to automate and streamline their processes.
Additionally, Ceven's ability to connect to 1,000+ tools and build no-code pages/apps provides teams with more flexibility and control over their workflows. This allows for more complex and customizable workflows that can adapt to the unique needs of each team.
What moves over and what doesn't
When migrating from LeadIQ to Ceven, the data and workflow outcomes can be recreated, but the specific workflow configurations from LeadIQ do not automatically transfer. You will need to rebuild your workflows in Ceven, focusing on the outcomes and adding AI steps and approval gates where necessary.
However, the connected apps and the data they process can be easily re-authorized in Ceven. This ensures that your workflows continue to function seamlessly with the tools you already use.
Avoiding the common pitfalls
One common pitfall when migrating from LeadIQ to Ceven is attempting to recreate each workflow one-for-one. Instead, focus on the outcomes and rebuild your workflows in a way that leverages Ceven's unique capabilities, such as AI steps and approval gates. This will result in more robust and adaptable workflows.
Another pitfall is not validating in parallel. Running both LeadIQ and Ceven simultaneously on real data allows you to compare results and ensure that Ceven is performing as expected before cutting over. This step is crucial for a smooth and successful migration.
Frequently asked
Can Ceven automatically import my workflows from LeadIQ?
No, Ceven does not support automatic import from LeadIQ. You will need to rebuild your workflows in Ceven, focusing on the outcomes and adding AI steps and approval gates where necessary. This process usually results in fewer, more capable workflows.
How long does it take to migrate from LeadIQ to Ceven?
The time it takes to migrate from LeadIQ to Ceven depends on the complexity of your workflows and the number of connected apps. Typically, the process can take anywhere from a few days to a few weeks, depending on your specific needs.
Can I run LeadIQ and Ceven in parallel during the migration?
Yes, it is highly recommended to run both LeadIQ and Ceven in parallel during the migration. This allows you to compare results and ensure that Ceven is performing as expected before cutting over. It also provides a safety net in case of any issues during the transition.