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
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.
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.
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
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
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
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.
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.
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 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.
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 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.


