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 in one system. It allows sales teams to automate their outreach efforts effectively.
Migrating from Unify to Ceven is about rebuilding your workflows and automations on Ceven. Ceven connects to 1,000+ tools, runs end-to-end workflows with AI steps and human-approval gates, and can build & host no-code pages/apps.
Migrate from Unify to Ceven in 6 steps
Inventory Your Workflows
Start by taking stock of what you have in Unify. List out each automation and workflow by outcome, not by step, to focus on the end results you want to achieve in Ceven.
Connect Your Apps in Ceven
Ceven connects to 1,000+ tools, so start by connecting the same apps you use in Unify. This ensures that your data flows seamlessly between the two platforms as you migrate.
Describe the Outcomes to Rebuild
Instead of recreating each step from Unify, describe the outcomes you want to achieve in Ceven. This will help you build more efficient and effective workflows, taking advantage of Ceven's AI capabilities.
Add AI Steps and Approval Gates
Identify areas in Unify where workflows were brittle or prone to errors. In Ceven, add AI steps to automate decision-making and human-approval gates to ensure accuracy and compliance.
Validate in Parallel
Run both Unify and Ceven in parallel on real data. This allows you to validate that the workflows in Ceven are working as expected before making the full switch.
Schedule and Cut Over
Once you have validated the workflows in Ceven, schedule a cutover date. Ensure that all stakeholders are informed and that the transition is smooth. Use human-approval gates on writes to systems of record during this period.
Why teams switch from Unify to Ceven
Teams often switch from Unify to Ceven for enhanced workflow capabilities and greater flexibility. Ceven's ability to connect to 1,000+ tools and run end-to-end workflows with AI steps and human-approval gates makes it a powerful platform for automating sales and outreach processes. Additionally, Ceven's no-code platform allows for the building and hosting of custom pages and apps, providing a more comprehensive solution for sales teams.
What moves over and what doesn't
Migrating from Unify to Ceven involves rebuilding your automations and workflows. The actual data and sequences from Unify do not automatically transfer to Ceven. Instead, you will reconfigure your workflows in Ceven, taking advantage of its unique features and capabilities. The connected apps and integrations you use in Unify can be reconnected in Ceven, ensuring a smooth data flow.
Avoiding the common pitfalls
One common pitfall is trying to recreate each step from Unify in Ceven. Instead, focus on the outcomes you want to achieve and rebuild your workflows to be more efficient and effective. Another pitfall is not validating the workflows in Ceven before cutting over. Running both platforms in parallel on real data ensures a smooth transition. Additionally, ensure that all stakeholders are informed and that the cutover is well-planned and executed.
Frequently asked
Can Ceven auto-import my workflows from Unify?
No, Ceven does not offer an auto-import feature for workflows. Instead, you will rebuild your workflows in Ceven, usually consolidating into fewer, more capable workflows that take advantage of Ceven's unique features and capabilities.
What happens to my data in Unify during the migration?
Your data remains in Unify. The migration process involves rebuilding your automations and workflows in Ceven, not transferring your data. Ensure that your data flows seamlessly between the two platforms by connecting the same apps in Ceven.
How long does the migration process take?
The migration process can vary depending on the complexity of your workflows and the number of automations. Generally, it involves inventorying your workflows, connecting your apps, rebuilding the workflows, validating in parallel, and scheduling a cutover. Plan for several weeks to ensure a smooth transition.