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Conversion 8x8
Built for the 8x8 marketing team

Turn 8x8's warehouse segments into campaigns, not exports

The warehouse work is landing and the resolved records are arriving. What is missing is the layer that activates any of it. Conversion is the agentic marketing automation platform that reads Snowflake natively and runs the campaigns on top, with agents doing the build and the QA.

75%

reduction in MOps time spent on recurring work

10x

faster campaign-to-launch cycle time

4 weeks

average migration, running in parallel with Marketo

SOC 2

Type II certified, with approval-first AI agents

The challenge

The data stack moved on. The MAP did not.

You have done the hard part: one warehouse, resolved records, product usage within reach. The gap sits between those segments and an actual send, and between that send and the measurement of what it produced.

The full picture never reaches marketing

Contacts live in more than one system and product usage lives in the warehouse. Getting any of it into Marketo means middleware, engineering time, and another contract, so campaigns run on whichever slice the current integration happens to expose.

A CDP that segments but does not send

The segments are built and the golden records are landing. Turning one into a campaign still means an export, a sync, and a wait, which is the part the warehouse investment was supposed to remove.

Changes that leave marketing's control

When the integration needs a change, it joins another team's backlog. Support on the platform itself is a ticket that comes back in days rather than an answer in a channel you already sit in.

Conversion Agents

Automation your team still controls

Agents build audiences from plain-English requests, QA every send before it goes, keep lists clean, and watch the syncs. Each one is permission-scoped and approval-first, so nothing leaves the platform until your team says so, and every run is auditable.

Pre-send QA on every campaign

At enterprise send volume, one broken token reaches a lot of inboxes. An agent checks tokens, links, audiences, and rendering before a campaign goes and routes anything questionable back for review.

Sync monitoring that surfaces itself

Agents watch the CRM syncs and flag failures with the record and the reason, backed by full audit logging. You find out from the platform instead of from a sales rep asking where their lead went.

When a ticket lands

MOps Intake

Before each send

Campaign QA

Every Friday at 4pm

Weekly Performance Digest

Every 30 minutes

Deliverability Watch

When you ask

Audience Builder

When a new lead arrives

Lead Routing

Daily at 2am

List Hygiene

Every Monday at 9am

Pipeline Reporter

Continuously

Sync Watchdog

When you ask

Account Brief Writer

When a ticket lands

MOps Intake

Before each send

Campaign QA

Every Friday at 4pm

Weekly Performance Digest

Every 30 minutes

Deliverability Watch

When you ask

Audience Builder

When a new lead arrives

Lead Routing

Daily at 2am

List Hygiene

Every Monday at 9am

Pipeline Reporter

Continuously

Sync Watchdog

When you ask

Account Brief Writer

Continuously

Lifecycle Stage Mover

When a lead qualifies

MQL to SDR Handoff

When you draft an email

Subject Line Optimizer

Before each send

Send Time Optimizer

After each webinar

Webinar Follow-Up

Every hour

Intent Signal Watcher

Daily

Churn Risk Notifier

Monthly

Re-engagement Wrangler

When you ask

Localization Agent

Weekly

Nurture Gap Finder

Continuously

Lifecycle Stage Mover

When a lead qualifies

MQL to SDR Handoff

When you draft an email

Subject Line Optimizer

Before each send

Send Time Optimizer

After each webinar

Webinar Follow-Up

Every hour

Intent Signal Watcher

Daily

Churn Risk Notifier

Monthly

Re-engagement Wrangler

When you ask

Localization Agent

Weekly

Nurture Gap Finder

Approval-first · Permission-scoped · Auditable · SOC 2 Type II

The data layer

Snowflake as a first-class source, not a middleware hop

Connect Snowflake natively so resolved records, product usage, and warehouse segments become usable objects in the platform: available in segments, personalization, and workflow triggers. Salesforce standard and custom objects sit alongside them, with granular per-field sync rules and full audit logging.

Salesforce

System of record

Lead.Status updated 2s ago
Account.Industry synced 5s ago
Opportunity.Amount changed 8s ago
Campaign.Members added 12s ago
Contact.Email verified 15s ago
Opportunity.Stage progressed 18s ago
Lead.Status updated 2s ago
Account.Industry synced 5s ago
Opportunity.Amount changed 8s ago
Campaign.Members added 12s ago
Contact.Email verified 15s ago
Opportunity.Stage progressed 18s ago
Conversion

Conversion

Execution layer

0 records synced today avg latency <2s

Bidirectional

Configurable conflict resolution

Campaign sync

Members, statuses, and lead assignment

Custom objects

Standard and custom Salesforce objects

Audit trail

Detailed change history on every sync

Connects natively to your stack

Salesforce Snowflake BigQuery Databricks Redshift PostgreSQL
MAP parity

Everything your Marketo instance runs today

Programs and member statuses, Salesforce campaign sync, smart-list logic with deeper nesting, scoring, dedupe, nurtures, forms, and landing pages. Reporting and attribution are part of the platform rather than a separate add-on, with multi-touch models from first touch through closed won. At your send volume, parity is the whole conversation, so you check each piece against the original before anything cuts over.

Dynamic Email Studio

Drag-and-drop builder with live CRM and warehouse fields. Hyper-personalize every message with dynamic content blocks.

Query Engine & Segmentation

Trigger workflows from CRM changes, product events, and enrichment data. Build audiences with a powerful query builder.

Campaigns & Folders

Organize and manage campaigns at scale with folders, tagging, and team collaboration.

Real-Time Workflows

Visual workflow builder with branching, delays, and AI-powered actions that trigger in real time.

Forms & Pages

Build branded forms and landing pages that feed directly into your workflows. No need for separate tools.

CRM Sync & Auditing

Enterprise Salesforce sync with bidirectional updates, conflict resolution, and full audit logs.

Reporting

Campaign performance tied to pipeline and revenue by persona, segment, and lifecycle stage.

Liquid Templating

Advanced personalization with Liquid syntax for conditional content, loops, and dynamic blocks.

A/B Testing

Test subject lines, content, send times, and workflows to optimize every touchpoint.

RBAC Controls

Fine-grained role-based access control for teams. Enterprise-grade permissions.

The migration

Parity you verify, not parity you are promised

Marketo stays live while Conversion runs in parallel. Forward-deployed engineers move the programs, lists, templates, and scoring models, and every component is checked against the original before you go live.

Forward-deployed engineers run it

FDEs migrate your workflows, lists, templates, and scoring models, then QA every component before anything goes live.

About 1-2 hours a week from your team

For roughly three weeks. That's the full time commitment while the migration runs in the background.

Parallel run, zero downtime

Nothing is cut over until every workflow has been verified against the Marketo original. No dark period, no lost sends.

A team that stays embedded

Deployment strategists work inside your marketing org through launch and beyond, with structured workshops in the first weeks and as many as your team wants after.

Used by MOps teams replacing Marketo, Pardot, and HubSpot.

See it running on 8x8's data

Book a working session with our team. We'll tailor the demo to your stack and show you exactly how the migration would run.

FAQ

Frequently asked questions

Every migration is led by a dedicated deployment strategist, with forward-deployed engineers moving your programs, smart lists, email templates, and scoring models. The average timeline is about four weeks, running in parallel with Marketo the whole way, and nothing is cut over until it has been verified against the original.

Yes. Conversion connects natively to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL. Tables and views become usable objects in the platform: available in segments, personalization, and workflow triggers, alongside your Salesforce custom objects. Marketing ops configures it in the UI, no engineering tickets required.

Reporting and attribution are included in the platform, not a separate product to wire up alongside it. Conversion ships reporting and attribution as a product, Mosaic, running on the same data as the MAP, with multi-touch models from first touch through closed won. Every touch runs through Conversion and syncs to Salesforce, including campaign membership and status, so campaign performance is tied to pipeline and revenue and breaks down by persona, segment, and lifecycle stage. Your team can also ask in plain language what a segment produced last quarter instead of waiting on a report build.

Inflection is a strong lifecycle email and journey tool, built for product-led messaging rather than as a full MAP. It has no attribution model and no pipeline or revenue reporting, no landing pages or asset hosting, and no ABM product. Salesforce sync is bi-directional on Leads and Contacts only, with Campaigns, Accounts, and Opportunities read-only, and there is no Programs equivalent for tokens, assets, or duplication. Its public API covers contacts, static lists, and email templates, and it ships three fixed user roles. Conversion is built to replace Marketo end to end, with a full API across the platform, granular role-based access control, and full sync logs.

They handle the recurring operational work, not the strategy: audience building from plain-English requests, pre-send campaign QA, list hygiene, ticket intake and triage, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so nothing ships until your team reviews it.

No. The platform is built for marketing operations teams at enterprise companies, but common tasks like building emails, creating segments, and launching workflows are straightforward. Teams evaluating both consistently tell us Conversion is more capable without being harder to use.

Ready to see it on 8x8's data?

Book a working session and we'll show Conversion reading your Snowflake data directly, agents QAing sends before they go, and the migration plan from Marketo.