How to Migrate from Surfe to Ceven
Surfe is a LinkedIn-to-CRM Chrome extension that captures, syncs, and enriches contacts across major CRMs. It is a powerful tool for GTM data and enrichment, helping sales and marketing teams keep their CRM data up-to-date with minimal manual effort.
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.
Migrate from Surfe to Ceven in 6 steps
Inventory Your Outcomes
Begin by documenting the outcomes you achieve with Surfe. Focus on the results, not the steps, such as enriched CRM records, synchronized contact data, and automated follow-ups. List any integrations and connected apps.
Connect the Same Apps in Ceven
In Ceven, connect the same CRM and other apps you use with Surfe. This ensures that your data flows smoothly between the tools you rely on. Ceven supports 1,000+ integrations, making it easy to replicate your existing setup.
Rebuild Workflows in Ceven
In Ceven, describe the outcomes you want to achieve, not the steps you took in Surfe. For example, instead of recreating a one-for-one sync, focus on building workflows that enrich and synchronize contact data. Use Ceven's AI steps to enhance data quality and add human-approval gates to ensure accuracy.
Add AI Steps and Approval Gates
Identify areas where Surfe workflows were brittle or required manual intervention. In Ceven, add AI steps to automate these processes and include human-approval gates to handle exceptions or critical decisions. This will make your workflows more robust and reliable.
Validate in Parallel
Run both Surfe and Ceven in parallel for a period, using real data to ensure that Ceven's workflows are functioning as expected. This parallel run helps catch any issues before fully committing to Ceven. Use human-approval gates on writes to systems of record to minimize risk.
Schedule and Cut Over
Once you are confident in Ceven's workflows, schedule a cutover date. Communicate this change to your team and ensure a smooth transition. Monitor the new workflows closely after the cutover to address any issues that may arise.
Why teams switch from Surfe to Ceven
Teams often switch from Surfe to Ceven to leverage more advanced automation capabilities and AI steps. Ceven's platform allows for the creation of complex, end-to-end workflows that can include multiple AI steps and human-approval gates, providing greater control and flexibility over data enrichment and synchronization processes. Additionally, Ceven's ability to build and host no-code pages and apps can extend the value of data enrichment workflows to the broader organization.
Another reason for the switch is the ability to consolidate multiple workflows into fewer, more capable workflows. This can simplify management and reduce the overall complexity of the tech stack, leading to improved efficiency and easier maintenance.
What moves over and what doesn't
When migrating from Surfe to Ceven, the core outcomes such as enriched CRM records and synchronized contact data can be replicated. However, the specific steps and methods used in Surfe will need to be rebuilt in Ceven. This means that any custom configurations or specific workflows in Surfe will not automatically transfer over. Instead, you will describe the desired outcomes in Ceven and use its tools to achieve them.
Integrations with other apps and services will need to be re-authorized in Ceven. This includes any CRM systems, email platforms, or other tools that Surfe connected to. Additionally, any data enrichment steps or custom scripts in Surfe will need to be recreated in Ceven using its AI steps and workflow capabilities.
Avoiding the common pitfalls
One common pitfall is trying to recreate the exact steps from Surfe in Ceven. Instead, focus on the outcomes you want to achieve and use Ceven's more advanced features to build robust and flexible workflows. This approach will help you take full advantage of Ceven's capabilities and avoid the limitations of Surfe's step-by-step approach.
Another pitfall is not running the systems in parallel long enough. Ensure that you validate Ceven's workflows thoroughly before cutting over. This includes testing with real data and using human-approval gates to minimize the risk of errors. Additionally, communicating the change to your team and providing adequate training can help ensure a smooth transition.
Frequently asked
Does Ceven offer an automatic import from Surfe?
No, Ceven does not offer an automatic import from Surfe. Migrating involves rebuilding your workflows in Ceven and re-authorizing the same connected apps. This process usually results in fewer, more capable workflows that leverage Ceven's advanced automation and AI capabilities.
How long does the migration process typically take?
The duration of the migration process depends on the complexity of your current workflows and the amount of data you need to handle. It is recommended to allocate sufficient time for inventory, rebuilding, validation, and parallel testing. This ensures a smooth transition and minimizes disruption.
Can I use Ceven's AI steps to enhance my data enrichment processes?
Yes, Ceven's AI steps can significantly enhance your data enrichment processes. By incorporating AI into your workflows, you can automate complex tasks, improve data accuracy, and reduce the need for manual intervention. This makes your workflows more robust and efficient, helping you achieve better outcomes.