Agents on Cloudflare's stack, without replacing Marketo
Campaign requests arrive through tickets and forms, reporting lives in four places, and personalization depends on an add-on. Conversion is the agentic marketing automation platform that unifies your Salesforce and warehouse data, runs the recurring work with agents, and runs in parallel with the Marketo programs you are keeping.
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
Tech debt, tool sprawl, and four versions of the number
The core lifecycle and scoring programs run where they should. The friction is everything around them: intake in two systems, reporting in four, and a personalization layer that lives in a bolt-on.
Campaign intake lives in two systems
Global stakeholders file through a ticketing tool and a form, and the ops team routes, scopes, and builds each request by hand. Every new region adds volume, not capacity.
Sales and marketing read different numbers
Pipeline, funnel, and lifecycle reporting are split across BI tools, the CRM, and the MAP. Reconciling them takes longer than the meeting they were built for.
Personalization depends on an add-on
Content personalization sits in a bolt-on wired to several data sources. When the add-on goes, the connections go with it, and the work lands back on the team.
The request queue, handled
Agents triage the campaign request, draft the email and the audience, and QA the send before anyone opens it. Approval-first and permission-scoped, so your ops team stays in control and every run is auditable.
Requests arrive already drafted
Intake agents read the request, build the audience, and attach a drafted campaign. Your team reviews and approves instead of starting from a blank brief for every global stakeholder.
Recurring work that runs itself
List hygiene, pre-send QA, and sync monitoring run on schedule. Every agent is permission-scoped and fully auditable, with a record of what it did and why.
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
One context layer over the systems you keep
Salesforce leads, contacts, custom objects, and your lifecycle model connect natively, alongside warehouse tables from Snowflake, BigQuery, Databricks, Redshift, or PostgreSQL. One place to segment and personalize, without rewiring connectors every time a tool changes.
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 complete platform, not another point tool
Email, workflows, forms, landing pages, campaigns, and scoring all live in one place, with reporting tied back to pipeline. Start with the work you want off the queue, at whatever pace makes sense for your team.
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 rollout that does not ask for a rebuild
Marketo stays live and Conversion runs in parallel. Our forward-deployed engineers do the build work and verify every component, so the time your team spends on it stays small.
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
DDN
- Valuation
- $11B
- Employees
- 1,600+
- Replaced
- Marketo
Productboard
- Valuation
- $1.7B
- Employees
- 500+
- Replaced
- Marketo
BuildOps
- Valuation
- $1B
- Employees
- 600+
- Replaced
- HubSpot
ACV Auctions
- Ticker
- NYSE: ACVA
- Employees
- 3,200+
- ARR
- $1B
AMCS
- Valuation
- €2B
- Employees
- 1,300+
- Replaced
- Pardot
Veriforce
- Valuation
- $1.2B+
- Employees
- 1,800+
- Replaced
- Pardot & Marketing Cloud
See it running on Cloudflare'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.
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Frequently asked questions
Yes. Conversion runs in parallel with Marketo. Every deployment is led by a dedicated deployment strategist, with forward-deployed engineers setting up the workflows, lists, and templates you want in the platform and QAing each one before it goes live. Nothing is cut over until it has been verified against the original, and if you decide to move more later, the average full migration is about four weeks.
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.
They handle the recurring operational work out of the box: ticket intake and triage, audience building from plain-English requests, pre-send campaign QA, list hygiene, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable. They come with a dedicated deployment strategist and a direct Slack or Teams channel, so support is a person who knows your instance rather than an internal roadmap item.
Conversion is SOC 2 Type II certified and GDPR compliant, with role-based access control and full audit logging across Salesforce sync and agent activity. Agents are permission-scoped and approval-first, so nothing reaches a customer without a person signing off, and every action leaves an auditable record.
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 Cloudflare's data?
Book a working session and we'll show agents clearing the campaign queue, the data layer over your Salesforce and warehouse, and how it runs alongside the Marketo programs you are keeping.