How to Migrate from Salesflare to Ceven
Salesflare is an intelligent CRM for small B2B businesses that automates data entry from email and calendar. 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 help you migrate your Salesflare automations to Ceven, ensuring a seamless transition. Remember, there is no automatic import, so you will need to rebuild your workflows in Ceven and re-authorize your connected apps.
Migrate from Salesflare to Ceven in 6 steps
Inventory Your Automations
Start by listing all the automations and workflows you have set up in Salesflare. Focus on the outcomes they achieve, not the specific steps. This will help you understand what needs to be rebuilt in Ceven.
Connect Your Apps in Ceven
Re-authorize the same apps and services you use in Salesflare within Ceven. Ensure you have the necessary permissions and access to maintain continuity.
Rebuild with Outcomes in Mind
Instead of recreating each Salesflare automation one-for-one, think about the desired outcomes. Use Ceven’s AI steps and human-approval gates to make your workflows more robust and flexible.
Add AI and Approval Steps
Identify areas where Salesflare’s automations were brittle or required manual intervention. Add AI steps for data enrichment and human-approval gates for critical actions in Ceven.
Validate in Parallel
Run your Salesflare and Ceven workflows side by side on real data. This will allow you to catch any discrepancies and ensure Ceven’s workflows are performing as expected.
Schedule and Cut Over
Once you’re confident in Ceven’s workflows, schedule a cutover. Start with non-critical workflows and gradually move to more important ones, ensuring a smooth transition.
Why teams switch from Salesflare to Ceven
Teams often switch from Salesflare to Ceven because they need more advanced automation capabilities. While Salesflare excels at automating data entry from email and calendar, Ceven offers a broader range of AI-driven workflows and integration options. Ceven’s ability to connect to 1,000+ tools and add human-approval gates makes it a powerful choice for teams looking to automate complex processes.
What moves over and what doesn't
When migrating from Salesflare to Ceven, your data and basic automations won’t automatically transfer. You’ll need to rebuild your workflows in Ceven, focusing on the outcomes rather than the specific steps. Ceven can handle more complex automations, including AI steps and human-approval gates, which may not be possible in Salesflare. However, your CRM data will remain in Salesflare, and Ceven will work alongside it to automate the busywork around your CRM.
Avoiding the common pitfalls
One common pitfall is trying to recreate every Salesflare automation exactly as it was. Instead, focus on the outcomes and use Ceven’s advanced features to build more robust workflows. Another pitfall is not validating your workflows in parallel. Running both systems side by side ensures a smooth transition and minimizes disruption. Finally, ensure you have human-approval gates in place for critical actions to prevent any unintended consequences.
Frequently asked
Can Ceven automatically import my Salesflare automations?
No, Ceven does not support automatic imports from Salesflare. You will need to rebuild your workflows in Ceven, which often results in fewer, more capable automations.
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 Salesflare, and Ceven will work alongside it to automate the busywork around your CRM.
How long does the migration process typically take?
The migration process can vary depending on the complexity of your Salesflare automations. It typically takes a few weeks to rebuild and validate your workflows in Ceven.