Lifecycle marketing on Flock's warehouse data, no CDP
Customer communications are moving into marketing, and the signals that should drive them sit in the warehouse behind a tool you have not bought yet. Conversion is the agentic marketing automation platform that connects the warehouse natively and puts agents on the campaign build.
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 gap between the lifecycle plan and the stack
The plan needs product usage, renewal timing, and account context driving the sends. Marketo needs all of it delivered by something else first.
Warehouse data needs a middle layer
Adoption, renewal timing, and billing relationships live in the warehouse. Marketo has no native warehouse connection, so activating any of it means buying middleware or a CDP and keeping an engineer on it.
Campaign intake still needs a person
Requests arrive in your work tracker, then someone rebuilds them by hand: the program, the tokens, the Salesforce campaign link. The automation stops exactly where the manual work starts.
An AI mandate the MAP can't answer
When the goal is AI working inside the tools the team already lives in, Marketo stops at an Adobe Sensei score. It does not build the audience, QA the send, or close out the request.
The AI mandate, working inside the MAP
Agents pick up a campaign request, build the audience, draft the emails, and QA the send before it goes. Approval-first and permission-scoped, so your ops team signs off on everything and every run leaves an auditable artifact.
From request to drafted campaign
An agent takes the intake ticket, builds the campaign, sets the tokens, and links it to the right Salesforce campaign, then hands it back for review. The steps that needed a person in the middle stop needing one.
Lifecycle plays that start themselves
When adoption drops or a renewal date comes into range, an agent drafts the play against the right audience and routes it for approval. The program runs without someone watching a calendar.
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
Warehouse product data joined to the Salesforce record
Redshift today, Snowflake when you get there: both connect natively, alongside Salesforce accounts, contacts, and custom objects. Logins, adoption, renewal timing, and health scores become usable in segments, personalization, and workflow triggers with no CDP in between.
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
Answering the feature parity question first
Programs, smart lists, tokens, scoring, forms, landing pages, event promotion, and Salesforce campaign sync all carry over, with reporting tied to pipeline. Your power users keep the depth they have built, and every component gets mapped before anything moves.
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.
Nobody rebuilds years of programs from scratch
Marketo stays live while Conversion runs in parallel. Forward-deployed engineers move your programs, templates, and scoring models, and your team keeps shipping 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 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 Flock'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
It doesn't fall on your team. 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, and nothing is cut over until it has been verified against the original.
No. 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. Marketing ops configures it in the UI, with no middleware and no engineering tickets.
Nothing that ships. Agents handle the recurring operational work: audience building from plain-English requests, ticket intake and triage, pre-send campaign QA, list hygiene, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so your team reviews anything before it goes out.
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 Flock's data?
Book a working session and we'll show Conversion running lifecycle campaigns off warehouse data, an agent turning an intake ticket into a drafted campaign, and the migration plan from Marketo.