One platform for AvidXchange's MAP, routing and intake
Every list, every routing rule, and every campaign request passes through a middleware layer your team also has to maintain. Conversion is the agentic marketing automation platform that holds the data, the automation, and the agents in one place.
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
Three tools deep before a campaign goes out
Marketo covers the sends. Getting the right records into it, routed to the right team, off a request that started in another system, takes everything else on the invoice.
Requests live outside the MAP
Campaign requests land in your work management tool, and none of it connects to Marketo. Every ticket gets rebuilt by hand as a program, a list, and a send.
List uploads that eat the day
A few hundred records move through middleware one at a time, so a routine upload becomes a wait and a bigger list becomes an afternoon. Contact-only lists take a different path and their own set of steps.
A routing layer held together by integrations
Records have to reach the right audience, the right CRM record, and the right rep, so the rules end up living in middleware instead of the platform. Every change means touching three systems and hoping the sync holds.
An agent per motion, not a rule per exception
Agents take the request from intake, build the audience, QA the send, and route the records to the right owner. Approval-first and permission-scoped, so your team reviews everything before it ships.
Intake that arrives as a drafted campaign
A request comes in and an agent hands back the campaign, the audience, and the QA. Your team reviews and approves instead of building from a blank program every time.
Routing that reads the whole record
Routing agents work off your full Salesforce context and send each record to the right team and the right campaign. Separate motions stay separate without a rules tree maintained in a separate tool.
MOps Intake
Campaign QA
Weekly Performance Digest
Deliverability Watch
Audience Builder
Lead Routing
List Hygiene
Pipeline Reporter
Sync Watchdog
Account Brief Writer
MOps Intake
Campaign QA
Weekly Performance Digest
Deliverability Watch
Audience Builder
Lead Routing
List Hygiene
Pipeline Reporter
Sync Watchdog
Account Brief Writer
Lifecycle Stage Mover
MQL to SDR Handoff
Subject Line Optimizer
Send Time Optimizer
Webinar Follow-Up
Intent Signal Watcher
Churn Risk Notifier
Re-engagement Wrangler
Localization Agent
Nurture Gap Finder
Lifecycle Stage Mover
MQL to SDR Handoff
Subject Line Optimizer
Send Time Optimizer
Webinar Follow-Up
Intent Signal Watcher
Churn Risk Notifier
Re-engagement Wrangler
Localization Agent
Nurture Gap Finder
MOps Intake
Campaign QA
Weekly Performance Digest
Deliverability Watch
MOps Intake
Campaign QA
Weekly Performance Digest
Deliverability Watch
Audience Builder
Lead Routing
List Hygiene
Pipeline Reporter
Audience Builder
Lead Routing
List Hygiene
Pipeline Reporter
Sync Watchdog
Account Brief Writer
Lifecycle Stage Mover
MQL to SDR Handoff
Sync Watchdog
Account Brief Writer
Lifecycle Stage Mover
MQL to SDR Handoff
Subject Line Optimizer
Send Time Optimizer
Webinar Follow-Up
Intent Signal Watcher
Subject Line Optimizer
Send Time Optimizer
Webinar Follow-Up
Intent Signal Watcher
Churn Risk Notifier
Re-engagement Wrangler
Localization Agent
Nurture Gap Finder
Churn Risk Notifier
Re-engagement Wrangler
Localization Agent
Nurture Gap Finder
Approval-first · Permission-scoped · Auditable · SOC 2 Type II
Your Salesforce data as first-class objects
Accounts, opportunities, contacts, and custom objects come in as real objects with relationships and triggers instead of flattened fields, across every instance you sync. Connect Snowflake, BigQuery, Databricks, Redshift, or PostgreSQL natively when you want product and billing data in the same segments.
Salesforce
System of record
Conversion
Execution layer
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
Everything Marketo runs for you today, minus the middleware
Programs, smart lists, tokens, scoring, forms, landing pages, event promotion, and the bidirectional Salesforce sync your team depends on. The routing, matching, and intake work that lives in other tools comes with 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.
A migration that fits how your company moves
Marketo stays live while Conversion runs in parallel, and SOC 2 Type II documentation is ready for security and legal before anyone touches your instance. Our team does the moving; yours gives an hour or two a week.
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.
ClickHouse
- Valuation
- $15B
- Employees
- 500+
- Replaced
- Marketo
Plaid
- Valuation
- $8B
- Employees
- 1,500+
- Replaced
- Marketo
Webflow
- Valuation
- $4B
- Employees
- 1,500+
- Replaced
- Iterable
Veriforce
- Valuation
- $1.2B+
- Employees
- 1,800+
- Replaced
- Pardot & Marketing Cloud
Productboard
- Valuation
- $1.7B
- Employees
- 500+
- Replaced
- Marketo
ACV Auctions
- Ticker
- NYSE: ACVA
- Employees
- 3,200+
- ARR
- $1B
AMCS
- Valuation
- €2B
- Employees
- 1,300+
- Replaced
- Pardot
See it running on AvidXchange'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.
Thanks for filling out the form, we'll be in touch soon!
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, and your team's commitment is roughly one to two hours a week for about three weeks. Conversion is SOC 2 Type II certified with role-based access control and full audit logging for the security review.
It is there when you want it. Conversion connects natively to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL, and tables and views become usable objects in segments, personalization, and workflow triggers. Until then, your Salesforce objects, custom objects, and relationships already work as first-class data in the platform.
Plenty of the work that costs your team the most. Agents run list hygiene, ticket intake and triage, pre-send campaign QA, lead routing, and sync monitoring, and they surface what is broken instead of quietly acting on it. Every agent is permission-scoped, approval-first, and fully auditable, so your team reviews anything before it ships.
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 AvidXchange's data?
Book a working session and we'll show Conversion handling the list uploads and the routing your middleware runs today, agents turning intake into drafted campaigns, and the migration plan from Marketo.