How to Migrate from ZoomInfo to Ceven
Migrating from ZoomInfo to Ceven involves rebuilding your workflows and automations on the Ceven platform, which connects to 1,000+ tools and runs end-to-end workflows with AI steps and human-approval gates.
This guide will help you understand the process, from inventorying your current workflows to validating them in parallel and switching over to Ceven.
Migrate from ZoomInfo to Ceven in 5 steps
Inventory Your ZoomInfo Workflows
Begin by cataloging all the workflows and automations you have set up in ZoomInfo. Focus on the outcomes rather than the specific steps, as Ceven will allow you to rebuild these with more efficiency and capability.
Connect Your Apps in Ceven
Sign up for Ceven and connect the same apps and services you use with ZoomInfo. This ensures that your data flows seamlessly between the platforms during the migration process.
Rebuild Workflows in Ceven
Describe the outcomes you want to achieve in Ceven and start rebuilding your workflows. Use Ceven's AI steps and human-approval gates to enhance and automate the processes where ZoomInfo was brittle.
Validate in Parallel
Run both ZoomInfo and Ceven in parallel using real data to validate that the new workflows in Ceven are functioning correctly. Use human-approval gates on writes to systems of record to ensure data integrity.
Schedule and Cut Over
Once you are confident that Ceven is fully operational, schedule a cutover date. Inform your team and ensure a smooth transition by gradually phasing out ZoomInfo and relying solely on Ceven for your workflows.
Why teams switch from ZoomInfo to Ceven
Teams often switch from ZoomInfo to Ceven to enhance their workflow automation capabilities. Ceven offers a more robust platform for running end-to-end workflows with AI steps and human-approval gates, which can significantly improve efficiency and reliability.
Additionally, Ceven's ability to connect to 1,000+ tools allows for greater flexibility and integration, making it a powerful tool for automating the busywork around GTM data and enrichment.
What moves over and what doesn't
When migrating from ZoomInfo to Ceven, the actual data within ZoomInfo, such as contact and company information, does not transfer over. Instead, the focus is on migrating the workflows and automations that utilize this data. You will rebuild these workflows in Ceven, taking advantage of its advanced features and capabilities.
It's important to note that Ceven does not replace the data platform itself — you will still use ZoomInfo for its core data and enrichment capabilities, but automate the processes around it with Ceven.
Avoiding the common pitfalls
One common pitfall is attempting to recreate every detail of your ZoomInfo workflows in Ceven. Instead, focus on the outcomes and rebuild the workflows to be more efficient and capable. Another pitfall is not running both systems in parallel long enough to validate the new workflows in Ceven.
Ensure that you thoroughly test the new workflows with real data and use human-approval gates to maintain data integrity. Gradually phase out ZoomInfo only after you are confident that Ceven is fully operational and reliable.
Frequently asked
Does Ceven offer an automatic import feature for ZoomInfo workflows?
No, Ceven does not offer an automatic import feature. Migrating from ZoomInfo to Ceven involves rebuilding your workflows and automations on the Ceven platform, usually consolidating into fewer, more capable workflows.
Can I run both ZoomInfo and Ceven in parallel during the migration process?
Yes, it is highly recommended to run both platforms in parallel using real data. This allows you to validate that the new workflows in Ceven are functioning correctly before fully transitioning.
How can I ensure data integrity during the migration process?
Use human-approval gates on writes to systems of record to ensure data integrity. This helps in maintaining the accuracy and reliability of your data as you transition from ZoomInfo to Ceven.