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Conversion BambooHR
Built for the BambooHR marketing team

Turn BambooHR's ticket queue into shipped campaigns

A small MOps team supports the whole marketing org, so intake, list pulls, and campaign builds fill the week and the strategic work waits. Conversion is the agentic marketing automation platform that puts agents on the recurring work and runs alongside Marketo while you decide what moves.

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 campaigns that never make it out of the queue

Marketo runs the programs your team already built. The constraint now is capacity and data: what a small team can build by hand, and what your warehouse can reach.

Intake fills the week

A handful of people support every campaign, every list, and every request the marketing org files. Strategic work gets declined rather than scheduled, because there is no room left to schedule it into.

One nurture for many audiences

Each plan tier and product line deserves its own path. Hand-building every version in Marketo costs enough time that most audiences end up sharing a single track.

Product data arrives by relay

Your warehouse is the source of truth, but Marketo has no native warehouse connection. Usage data reaches campaigns through custom object relays and engineering tickets, so the campaign waits on someone else's sprint.

Conversion Agents

Agents that take the queue off your team

Agents pick up requests, build the audience, draft the campaign, and QA it before send. Every agent is permission-scoped and approval-first, and every run leaves an auditable artifact, so your security review has something concrete to read and your team signs off before anything reaches a contact.

Requests come back drafted

A request lands and an agent does the build: the audience from a plain-English ask, the campaign, the pre-send QA pass. Your team reviews and approves instead of starting from a blank brief.

A version for every audience

Agents draft the plan-tier and product-line variants inside your guardrails, so the paths nobody had hours to build finally get built. Each one goes to your team for review before it ships.

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

Databricks in, campaigns out, no relay in between

Connect Databricks and Salesforce natively, including custom objects, so product usage and account records sit in one context layer. Segment and trigger on real usage without a middleware hop or an engineering ticket.

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

Nothing you built in Marketo gets left behind

Programs, nurtures, forms, scoring models, and the Salesforce sync your team depends on all carry over. Years of instance work stay intact, and the reporting still ties back to pipeline and revenue.

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

Not a rip and replace. A parallel run.

Marketo stays live while Conversion runs beside it. Our team handles the move, yours keeps shipping campaigns the entire time, and you set the pace of the cutover.

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 BambooHR'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

Marketo stays live the entire time. 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, your team spends roughly one to two hours a week on it, and nothing is cut over until it has been verified against the original.

Yes. Conversion connects natively to Databricks, Snowflake, BigQuery, 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.

Every agent is permission-scoped, approval-first, and fully auditable, so nothing ships until your team reviews it. Conversion is SOC 2 Type II certified. Agents handle the recurring operational work: ticket intake and triage, audience building from plain-English requests, pre-send campaign QA, list hygiene, and sync monitoring, and every run leaves an artifact you can inspect.

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 BambooHR's data?

Book a working session and we'll show agents clearing an intake queue, warehouse data reaching a campaign without a relay, and the parallel migration plan from Marketo.