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Conversion Alation
Built for the Alation marketing team

Turn every Alation signal into an orchestrated campaign

Intent, job changes, project data, and product usage each live in their own tool, and segmentation still comes down to title, account type, and industry. Conversion is the agentic marketing automation platform that puts those signals in one data model, then runs the campaigns off them.

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

A well-run instance with a queue in front of it

Alation's programs work. The constraint is what it takes to get one built, and how little of the signal data your GTM team already pays for can reach a segment.

Lead times longer than the build

The intake SLA is measured in weeks. The build itself is closer to half an hour. The gap is review cycles, list prep, and the queue in front of everything else the team owes somebody.

Self-serve means handing over the instance

Letting field marketing build their own programs means trusting them with a shared instance and no guardrails. So every request routes back to the same operator, and the backlog grows from both ends.

Signals scattered across the stack

Intent, job changes, project data, and product usage each sit in their own tool. Marketo has no native warehouse integration and treats custom objects as second-class, so segmentation falls back to title, account type, and industry.

Conversion Agents

A brief in, a built campaign out

Field marketing submits the request, an agent drafts the campaign and the audience, and your team approves before anything ships. Permission-scoped and fully auditable, so self-serve never means losing control of the instance.

Intake that answers with a draft

MOps Intake picks up the request, drafts the campaign and audience inside your templates and guardrails, and routes it for review. The human in the loop stays. The blank-page build goes away.

No more manual list prep

List hygiene handles normalization and deduplication on a schedule, and sync monitoring flags a broken sync before it becomes a support thread. Nobody hand-cleans a spreadsheet to get a campaign out the door.

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

The signals your SDR team acts on, in your segments

Connect Salesforce and Snowflake natively, including custom objects, so intent, job changes, and product usage sit in the same model as your contacts and accounts. Segment on what an account is actually doing instead of what industry it is in.

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

Campaigns work like programs, with member statuses, Salesforce campaign syncing, and hierarchical folder organization. Nurtures, scoring, forms, landing pages, and reporting tied back to pipeline all carry over, so this is an upgrade to what already works rather than a rebuild of it.

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

Four weeks, and almost none of your bandwidth

Bandwidth is the real blocker, so we take the work. Marketo stays live while Conversion runs in parallel, and forward-deployed engineers move the programs, lists, templates, and scoring models.

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 Alation'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

About one to two hours a week for roughly three weeks. 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.

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.

Agents take the request and do the build, then wait for you. They handle ticket intake and triage, audience building from plain-English requests, pre-send campaign QA, list hygiene, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so nothing ships until marketing ops reviews it.

Yes. 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 Alation's data?

Book a working session and we'll show Conversion orchestrating campaigns off your signals, agents handling the intake and the list work, and the migration plan from Marketo.