How to Migrate from Topo to Ceven
Topo is a YC-backed AI sales platform that automates lead sourcing, signal detection, and personalized multichannel outbound campaigns. Ceven, an AI workflow automation platform, offers deeper customization, AI steps, and human-approval gates to enhance your sales and outreach processes.
This guide will walk you through the steps to migrate your workflows from Topo to Ceven, ensuring a smooth transition and improved automation capabilities.
Migrate from Topo to Ceven in 6 steps
Inventory Your Workflows
Start by listing all your Topo workflows, noting their outcomes, triggers, and connected tools. Focus on the results you want to achieve, not the specific steps you took in Topo.
Connect Your Tools to Ceven
Re-authorize the same apps and services in Ceven that you used in Topo. Ceven connects to 1,000+ tools, ensuring seamless integration with your existing tech stack.
Rebuild for Outcomes, Not Steps
Describe the desired outcomes of each workflow in Ceven. Leverage Ceven's AI steps and human-approval gates to enhance flexibility and control, especially where Topo was inflexible.
Add AI and Approval Gates
Identify areas in your Topo workflows where AI steps or human approvals could improve accuracy and control. Implement these in Ceven to handle exceptions and sensitive actions.
Validate in Parallel
Run both Topo and Ceven in parallel, using real data to validate your Ceven workflows. Ensure they produce the same or better results before fully transitioning.
Schedule and Cut Over
Once validated, schedule the final cutover. Monitor the first few runs closely, and be prepared to adjust your workflows as needed.
Why teams switch from Topo to Ceven
Teams often switch from Topo to Ceven for greater flexibility and control over their AI sales and outreach workflows. Topo excels at automated lead sourcing and outbound campaigns, but Ceven offers deeper customization and the ability to add AI steps and human-approval gates. This makes it easier to handle exceptions and sensitive actions that Topo might not address as effectively.
What moves over and what doesn't
When migrating from Topo to Ceven, your workflow logic and connected tools can be recreated, but you won't automatically import your Topo workflows. Ceven allows you to rebuild your workflows with enhanced capabilities, such as AI steps and approval gates. However, your Topo-specific configurations and settings will need to be manually set up in Ceven. Data from your CRM or other systems of record remains where it is, with Ceven automating the processes around it.
Avoiding the common pitfalls
One common pitfall is trying to replicate every step from Topo to Ceven without considering how to improve the process. Instead, focus on the outcomes you want to achieve and use Ceven's advanced features to streamline and enhance your workflows. Another pitfall is not validating your Ceven workflows in parallel with Topo. Running both systems simultaneously ensures that you catch any issues before fully transitioning. Finally, avoid skipping the addition of human-approval gates for critical actions, as this can help prevent errors and ensure better control over your workflows.
Frequently asked
Can Ceven automatically import my workflows from Topo?
No, Ceven does not support automatic import from Topo. You will need to rebuild your workflows in Ceven, which often results in fewer, more capable workflows that better meet your needs.
Will I need to reconnect all my tools in Ceven?
Yes, you will need to re-authorize and connect your tools in Ceven. Ceven supports 1,000+ integrations, making it easy to maintain your existing connections.
How do I ensure a smooth transition from Topo to Ceven?
To ensure a smooth transition, run both Topo and Ceven in parallel, validate your workflows with real data, and monitor the first few runs closely after cutting over. This approach helps identify and address any issues before they impact your operations.