Engine's daily marketing checks, run by agents
The deliverability digest, the pre-send checklist, and the object relationships behind your campaigns are all things your team built and now maintains. Conversion is the agentic marketing automation platform that runs that work on a schedule you set, with your review on every step.
75%
reduction in MOps time spent on recurring work
10x
faster campaign-to-launch cycle time
4 weeks
average migration, running in parallel with Customer.io
SOC 2
Type II certified, with approval-first AI agents
The parts you had to build yourself
The event model is a real upgrade and the Salesforce sync holds. What it does not cover is the monitoring, the pre-send discipline, and the relationships between your objects, so all three became internal projects.
Anomaly detection you maintain
Reporting is basic, so the daily read on deliverability and which campaigns are dragging it down is something your team custom-built. Now it is another system to own on top of the campaigns themselves.
Pre-send QA lives in someone's head
Every send that goes to exec review passes through a checklist a person has to remember and run. At your send volume that is a lot of surface area for something to slip through.
Object relationships live in the warehouse
Event-driven profiles have custom objects but no native B2B relationship model, so associations between your objects get modeled by hand in Snowflake and rebuilt at send time. The data is right. The path to it is not.
The recurring work, on the schedule you set
Agents run scheduled reporting, pre-send QA, list hygiene, and sync monitoring, and draft campaigns inside your brand and messaging guardrails. Every agent is permission-scoped and approval-first, so you can start with review on everything and widen scope only as the output earns it.
A morning report that writes itself
Set the cadence and an agent pulls campaign performance and deliverability into one read, flags what moved, and tells you which sends are responsible. No custom job to maintain.
The checklist, run before every send
Campaign QA works through the checks your team defined and reports what passed and what did not before anything reaches exec review. Nothing sends without a human approving it.
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
Snowflake objects, related the way they actually are
Connect Snowflake and Salesforce natively, with flexible custom objects and full relationship support, so an order and its options are related in the platform instead of packed into a field. Product events sit right next to them.
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
The B2B layer around your sending
Email, workflows, native forms and landing pages, lead scoring, routing, campaigns, and reporting in one platform. Everything the B2B motion needs, without another tool bolted onto the side of it.
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 migration that runs in the background
Customer.io stays live while Conversion runs in parallel. Our team handles the move; yours keeps shipping campaigns the entire time.
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 Customer.io 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 Engine'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 workflows, lists, email templates, and scoring models. The average timeline is about four weeks, running in parallel with Customer.io the whole way, and your team spends roughly 1-2 hours a week for about three weeks.
Yes. Conversion connects natively to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL. Tables and views become usable objects in the platform, with flexible custom objects, account hierarchies, and full relationship support, available in segments, personalization, and workflow triggers alongside your Salesforce data.
That is your call, and the platform is built to earn it slowly. Every agent is permission-scoped, approval-first, and fully auditable. Start with agents that only report and recommend, add drafting and QA when the output holds up, and nothing reaches a customer until a person approves it.
Yes. Agents draft inside the guardrails you set, so proposed copy follows your brand and messaging rules rather than generic defaults. Your team reviews and approves every draft 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 Engine's data?
Book a working session and we'll show a scheduled reporting agent, the pre-send QA checklist, and your object relationships modeled natively, plus the migration plan from Customer.io.