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Conversion Confluent
Built for the Confluent marketing team

Trigger Confluent's campaigns off BigQuery product events

Cluster activity, trial signups, and usage volume already tell you who to talk to. Getting those signals into a campaign takes reverse ETL, automation recipes, and a stack with a new seam every quarter. Conversion is the agentic marketing automation platform that reads your warehouse and Salesforce natively, then puts agents on the build work.

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 stack around Marketo keeps growing

Every gap in the MAP got filled with another tool. The pipes hold until one of them backs up, and the team maintaining them is the same team that should be running campaigns.

Product data arrives through pipes

There is no native warehouse integration, so cluster, trial, and usage events reach the MAP through middleware and automation recipes. Every new source is another pipe to maintain, and when one backs up the campaigns behind it stop.

Custom objects you cannot segment on

Account-level fields and custom objects are read-only in smart lists with limited triggers. The segment you want becomes a request to another team and a development cycle you do not control.

Assets built outside the platform

Emails composed somewhere else and imported back. Enrichment through webhooks. Events in their own tool. Execution leaning on outside consultants. Every seam is a place where the data stops matching.

Conversion Agents

Campaign in a box, built by agents

Hand an agent a campaign brief and get the emails, forms, UTMs, and Salesforce campaign mappings back for review in minutes. Approval-first and permission-scoped, so nothing ships without your team's sign-off.

From brief to built campaign

Agents draft the emails, build the audience, set up the forms, and wire the campaign mapping. Campaign ops reviews a finished build instead of assembling one across four tools.

The recurring ops work, handled

Pre-send QA catches the broken UTM before it goes out. List hygiene runs overnight. Sync monitoring flags a break before someone in sales finds it. Every agent is permission-scoped and fully auditable.

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

BigQuery and Salesforce in one context layer

Conversion connects natively to BigQuery and Salesforce, custom objects and account-level fields included. Product events become objects you can segment, personalize, and trigger on, with nothing sitting between them and the campaign.

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

Everything the instance runs today, in one place

Programs, nurtures, scoring, event promotion, forms, and bidirectional Salesforce sync, with member statuses and campaign syncing that map to how your campaign ops team already works. Nothing they run gets left behind.

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

A move you can run on your own timeline

Marketo stays live while Conversion runs in parallel, and our engineers do the work. Start with a few use cases, verify each one against the original, and expand when your team is ready.

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 Confluent'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, Marketo runs in parallel throughout, and your team spends roughly one to two hours a week on it. Nothing is cut over until it has been verified against the original.

Yes. Conversion connects natively to BigQuery, Snowflake, 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 run the marketing operations work itself: building audiences from plain-English requests, drafting full campaigns for review, pre-send QA, list hygiene, ticket intake and triage, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so your team reviews anything before it ships.

Conversion is SOC 2 Type II certified and GDPR compliant, with role-based access control, granular per-field sync rules, and full audit logging on every sync event. Agents are permission-scoped and approval-first, so they act only within the access your team grants and every run is recorded.

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 Confluent's data?

Book a working session and we'll show Conversion reading BigQuery and Salesforce natively, agents building a full campaign from a brief, and the parallel migration plan from Marketo.