How to Migrate from Unify to Ceven
Unify is an AI-native warm-outbound platform that combines intent signals, data, AI agents, and multichannel sequencing. It is designed to streamline sales and outreach efforts. 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 walk you through the process of migrating from Unify to Ceven, focusing on rebuilding your workflows with enhanced capabilities and AI steps.
Migrate from Unify to Ceven in 6 steps
Inventory your workflows by outcome
Start by listing all the outcomes you achieve with Unify. For example, the steps to qualify a lead, or follow up on a demo request. This will help you understand what needs to be rebuilt in Ceven.
Connect the same apps in Ceven
Ceven connects to 1,000+ tools, so you can reconnect the same apps you used in Unify. This includes CRM, email, calendar, and any other tools in your tech stack.
Rebuild workflows in Ceven for the same outcomes, not one-for-one
Use Ceven's capabilities to rebuild your workflows. For example, if you had a workflow in Unify to qualify leads, you can rebuild it in Ceven with additional AI steps to enrich data or approval gates to ensure accuracy.
Add AI steps and approval gates where Unify was brittle
Identify areas in Unify where workflows were prone to errors or manual intervention. In Ceven, you can add AI steps to automate these processes and approval gates to ensure data accuracy and compliance.
Run both systems in parallel and validate
Before fully transitioning, run both Unify and Ceven in parallel. Use real data to validate that Ceven is achieving the same outcomes. This ensures a smooth transition and minimizes disruptions.
Schedule the cutover and communicate the change
Once you've validated that Ceven is working as expected, schedule the cutover. Communicate the change to your team and any stakeholders to ensure everyone is prepared for the transition.
Why teams switch from Unify to Ceven
Teams often switch from Unify to Ceven for enhanced capabilities and flexibility. While Unify excels in AI-native warm-outbound strategies, Ceven offers a broader range of workflow automation features. This includes the ability to build and host no-code pages and apps, which can be particularly useful for creating custom dashboards or internal tools.
Additionally, Ceven's AI steps and human-approval gates provide more robust error handling and compliance features. This can be crucial for teams that need to ensure data accuracy and regulatory compliance in their workflows.
What moves over and what doesn't
When migrating from Unify to Ceven, it's important to understand what will and will not move over. Since there is no automatic import, you will be rebuilding your workflows in Ceven. However, you can reconnect the same apps and tools, ensuring a seamless integration with your existing tech stack.
Your data and workflow logic will not automatically transfer, so you will need to rebuild these in Ceven. This process allows you to consolidate and enhance your workflows, taking advantage of Ceven's advanced features. Workflows that were prone to errors or manual intervention in Unify can be improved with AI steps and approval gates in Ceven.
Avoiding the common pitfalls
One of the most common pitfalls during migration is attempting to recreate workflows one-for-one. Instead, focus on rebuilding workflows for the same outcomes, but with enhanced capabilities. This approach allows you to take full advantage of Ceven's features and improve your workflows.
Another pitfall is not running both systems in parallel. Before fully transitioning, use real data to validate that Ceven is achieving the same outcomes as Unify. This ensures a smooth transition and minimizes disruptions. Additionally, ensure you have clear communication and a solid plan for the cutover to Ceven.
Frequently asked
Can Ceven auto-import my workflows from Unify?
No, Ceven does not offer an auto-import feature for workflows from Unify. You will need to rebuild your workflows in Ceven, which usually results in consolidating into fewer, more capable workflows.
How long does the migration process take?
The duration of the migration process can vary depending on the complexity of your workflows and the number of apps connected. It's recommended to allocate sufficient time for rebuilding workflows, validating in parallel, and planning the cutover.
What if I encounter issues during the migration?
Ceven offers comprehensive support to assist with the migration process. If you encounter any issues, you can reach out to Ceven's support team for guidance and troubleshooting. Additionally, running both systems in parallel can help identify and resolve issues before the final cutover.