How to Migrate from Surfe to Ceven
Surfe is a LinkedIn-to-CRM Chrome extension that captures, syncs, and enriches contacts across major CRMs, automating the process of data collection and enrichment. Ceven is an AI workflow automation platform that can connect to 1,000+ tools, run end-to-end workflows on a schedule with AI steps and human-approval gates, and build & host no-code pages/apps.
This guide will help you migrate from Surfe to Ceven, focusing on rebuilding your workflows and re-authorizing the same connected apps. There is no automatic import, so plan to run both platforms in parallel and switch over once the Ceven version is proven.
Migrate from Surfe to Ceven in 6 steps
Inventory Your Workflows
Start by listing all the outcomes you achieve with Surfe. Don't focus on individual steps, but on the results, such as enriched contacts in your CRM.
Connect the Same Apps in Ceven
Log in to your Ceven account and connect the same CRM and other apps you use with Surfe. Ceven supports 1,000+ integrations and can handle the same data sources.
Recreate Your Outcomes
In Ceven, create workflows that achieve the same outcomes as Surfe. For example, build a workflow that enriches contacts in your CRM. This is not a one-for-one recreation but a rethinking of the process.
Enhance with AI and Approval Gates
Take advantage of Ceven's AI capabilities to add steps that Surfe couldn't handle, such as predictive analytics or sentiment analysis. Add human-approval gates for critical steps to ensure data accuracy.
Validate in Parallel
Run both Surfe and Ceven in parallel for a set period, using real data. This ensures that Ceven is working as expected and that your data remains accurate and up-to-date.
Schedule and Cut Over
Once you're confident in Ceven's performance, schedule a cutover. Ensure all data is synced and that your team is ready to manage workflows exclusively on Ceven.
Why teams switch from Surfe to Ceven
Teams often switch from Surfe to Ceven for enhanced capabilities in workflow automation and AI-driven data enrichment. While Surfe excels at capturing and syncing contacts from LinkedIn to CRMs, Ceven offers a broader range of automation options and can handle more complex workflows. Ceven's AI steps and human-approval gates provide an extra layer of intelligence and control, making it a powerful tool for teams looking to streamline their data management processes.
Additionally, Ceven's ability to connect to 1,000+ tools means that teams can consolidate their workflows into a single platform, reducing the need for multiple tools and integrations.
What moves over and what doesn't
When migrating from Surfe to Ceven, the focus is on rebuilding the automation and workflows, not the CRM database itself. Your CRM data remains in your CRM, and Ceven will handle the automation around it. This includes data enrichment, follow-ups, syncing, and reporting. Ceven can replicate the outcomes of Surfe's workflows but with added capabilities and flexibility. However, any specific configurations or custom scripts within Surfe will need to be recreated manually in Ceven.
Avoiding the common pitfalls
One of the most common pitfalls is trying to replicate Surfe's workflows one-for-one in Ceven. Instead, focus on the outcomes you want to achieve and rebuild the workflows in Ceven to meet those outcomes. Another pitfall is not testing thoroughly in parallel. Running both platforms side by side ensures that Ceven is working as expected before making the full switch. Finally, be sure to take advantage of Ceven's unique features, such as AI steps and approval gates, to enhance your workflows beyond what Surfe could offer.
Frequently asked
Can Ceven automatically import my workflows from Surfe?
No, Ceven does not support automatic import of workflows from Surfe. You will need to rebuild your workflows in Ceven, which often results in fewer, more capable workflows.
Will my CRM data move to Ceven?
No, your CRM data remains in your CRM. Ceven is not a CRM replacement but a workflow automation platform that runs alongside your CRM to handle automation and enrichment tasks.
How long does the migration process typically take?
The migration process duration varies depending on the complexity of your workflows and the volume of data. It is recommended to run both Surfe and Ceven in parallel for a period to ensure a smooth transition. This period can range from a few weeks to a few months, depending on your specific needs and the thoroughness of your testing.