Enterprise marketing control, built for Box.
Conversion is the only only marketing automation platform that can unify your data across BigQuery and Salesforce, run agents directly on top of it, and build the custom enterprise controls you need.
3 to 1
Marketo, Iterable, and Segment consolidated into one platform
5 days to hours
From a list request to a live, QA'd campaign
7.5M+
End-user records handled natively, with room up to 20M
Custom Build
FDE team builds custom enterprise requirements
Every source, unified. Then agents on top.
Salesforce, BigQuery, and Segment converge into one record per contact, enriched in real time. Once your data is unified and governed in Conversion, agents can act on all of it, instead of waiting days for a list to be pulled and handed off.
Salesforce
CRM
BigQuery
Warehouse
Segment
CDP
AI Agents
Enrichment
Sarah Chen
VP of Marketing · Acme Corp
Lead Score
0
Data, seamlessly integrated and rigorously controlled
Your team controls exactly what Conversion can read and write, at the source and again on the way in. Nothing writes back to your warehouse unless you ask it to.
Your data
A service account you own scopes which tables and fields Conversion can read from.
An integration user sets the objects and fields Conversion can read and write back.
In Conversion
Global sync settings
Decide which objects can be read or written at all. Admin permissions gate every change.
Field mappings and sync modes
Per field, choose prefer Salesforce, prefer Conversion, or two-way. Most fields stay read-only by default.
Unified, governed data ready for agents
SOC 2 Type II
DPA in place
No training on your data or metadata
GDPR data purge on request
RBAC to the object and field level
Full sync and audit logs
Sandbox environment
99.99% uptime SLA
We build the Box integrations no one else will
Our forward-deployed team builds native connections into your own systems as part of the deployment. Two we will commit to for Box.
+ CONVERSION A brand-guideline agent over Box Hub
Connect your Box Hubs over MCP so an agent checks every asset against your brand guidelines and PMM tonality, and flags anything off-brand before it goes out.
Run Box's own AI models inside Conversion
Swap our default LLMs for Box's internal model deployments, so every AI action runs inside the boundaries your security team has already approved.
No other vendor on your shortlist will build this for you.
Conversion vs Inflection vs HubSpot
The honest read on the three platforms in your evaluation, against what Box actually needs.
| Capability | Conversion | Inflection | HubSpot |
|---|---|---|---|
| Data foundation | |||
| Native BigQuery warehouse sync | Limited | New, limited | |
| Consolidates Marketo, Iterable, and Segment | Partial | ||
| Accounts, opportunities, and custom objects | CRM-synced | Standard objects | |
| Real-time bidirectional Salesforce sync | Batch | ||
| AI and automation | |||
| Agents that build full campaigns end to end | Lifecycle only | ||
| Recurring, self-optimizing agents | Partial | ||
| Bring your own AI models | |||
| Artifact-first human approval on every output | Partial | n/a | |
| Enterprise and IT | |||
| RBAC to the object and field level | Role-based | Role-based | |
| No training on your data by default | Varies | Opt-out | |
| Custom integrations built for you (Box Hub, your models) | |||
| Partnership | |||
| Forward-deployed engineers on the migration | Via partners | ||
| Pricing model | Marketable contacts | Seats + contacts | Tiered + contacts |
Your scale is well within range
Box's 7.5M end-user records are handled natively, no separate database tier required. Conversion Enterprise users are managing up to 30M contacts across SFDC & warehouse.
We're consolidating Plaid's GTM stack onto Conversion under high-stakes security control.
Enterprise, running a large migration onto Conversion with our forward-deployed team.
An engineer who becomes part of your team
Conversion ships with a San Francisco-based forward-deployed engineering team. They are technical and marketing-fluent, available in Slack, and they run the migration with you so the cutover is never the bottleneck.
You grant access
We connect to Salesforce and BigQuery through scoped, controlled credentials you own.
A large share is already rebuilt
Our forward-deployed engineers stand up your data model and migrate a big chunk of campaigns within the first week.
Full migration, live
Run Conversion alongside Marketo until you are ready to cut over, with nothing left stranded.
See it running on Box's data
Book a working session with our team. We will tailor the demo to your stack and show you exactly how the migration would run.
Frequently asked questions
We query your warehouse in near real time and do not charge for those queries. Contacts and standard objects from Salesforce and the warehouse are stored in Conversion so we can unify and act on them. You control what is synced and what is written back, down to the field level.
Pricing is based on marketable contacts. If a contact sits in the platform but never gets marketed to, you are not billed for it. AI usage is unlimited, so the number is predictable in advance based on your marketable database size.
Yes. BigQuery access runs through a service account you control with table-level scoping and read-only options. Salesforce uses an integration user plus global object-level settings and per-field sync modes, so most fields can be set to prefer Salesforce and never be overwritten.
No. By default we never train on your data, and that includes metadata and workflow inferences. We have data-retention policies and a CDR in place across our LLM providers, and you can opt out of any model use entirely.
Any BigQuery compute cost comes from Google, not from us, and in practice it is nominal next to the cost of the software it replaces. We are happy to walk through expected consumption with your team during evaluation.
Let's prove it on Box's data
Run a pilot alongside your current stack, take one workflow out of Marketo, and see the value before the contract is up. Our team handles the heavy lifting.