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Conversion ClickUp
Built for the ClickUp marketing team

Give every ClickUp user a one-to-one experience

Your prospect base runs from a two-person shop to a global enterprise, and a flat lead database cannot tell them apart. Conversion is the agentic marketing automation platform that unifies Salesforce, warehouse product usage, and engagement data, then puts agents to work building the version each segment deserves.

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 2000s lead database under a PLG business

Millions of self-serve users, a prospect base that spans two-person shops and global enterprises, and a MAP built around a flat lead list. Marketo grew up in a different era of go-to-market, and the model shows.

A flat lead list, millions of users

Custom objects in Marketo are second-class: read-only in smart lists, limited in the triggers they support, and rigid in their relationships. Representing workspace, product, and account structure across a PLG base means workarounds stacked on workarounds.

Product usage stuck outside campaigns

The warehouse already feeds your PLG motion, but Marketo has no native warehouse integration. Activating usage or billing data means a reverse ETL tool, engineering effort, and another contract to manage.

Two platforms, two sets of data

Segmentation and campaign management happen in one system while sending happens in another, and high volume routes around both. Engagement data ends up split across tools, so no single system knows what a person has received.

Conversion Agents

One-to-one for a two-person shop and a global enterprise

Agents draft the segment-specific versions of a campaign, build the audiences behind them, and QA every send before it goes. Approval-first and permission-scoped, so your team reviews before anything ships, and every run leaves an auditable artifact.

One campaign, every permutation

Agents write the version each segment deserves inside your guardrails, so relevance stops being a function of how many hours your team has. The segments you could never staff finally get copy worth sending.

Your team builds on top of it

A first-class MCP server and an open API with no daily call cap mean the agents your own team writes can query live data and act on it. The people closest to the work decide what gets automated, inside the same permission scopes and audit logs.

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

Salesforce contacts joined to product usage

Connect your warehouse and Salesforce natively, custom objects included, so PLG product events, firmographics, and contacts sit in one context layer. Segment on what someone does in the product without flattening any of it into fields first.

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

A platform that replaces layers instead of adding one

Email, workflows, forms, landing pages, campaigns, scoring, and reporting on a single data model. The segmentation and campaign management you run today, plus the sending you pushed elsewhere, in one place, with multi-touch attribution from first touch through closed won tying it all 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

Replacing Marketo without a gap in the pipeline

Marketo stays live while Conversion runs in parallel, and nothing cuts over until every workflow has been verified against the original. Reporting and attribution are part of the platform, so pipeline measurement is live on the campaigns you move rather than a project you pick up afterward. Forward-deployed engineers do the move; your team spends about 1-2 hours a week on it.

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 ClickUp'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.

Reporting and attribution come with the platform. 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. Because every touch runs through Conversion and syncs to Salesforce, including campaign membership and status, campaign performance is tied to pipeline and revenue, and it breaks down by persona, segment, and lifecycle stage. Marketo keeps reporting as it does today through the parallel run, so nothing goes dark while the new measurement runs alongside it.

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 need a marketing system of record to act in, not just read access to data. Conversion is a complete enterprise MAP, email, workflows, forms, campaigns, scoring, and reporting on a unified data model, with a first-class MCP server and an open API so the agents your team builds can drive it too. Role-based access control, full audit logging, and SOC 2 Type II certification come with it rather than getting built later.

They handle the recurring operational work: ticket intake and triage, pre-send campaign QA, list hygiene, audience building from plain-English requests, and sync monitoring. 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 ClickUp's data?

Book a working session and we'll show Conversion joining warehouse product usage to Salesforce, agents drafting the version each segment deserves, and the migration plan from Marketo.