Build Grafana Labs' audiences in a sentence
Every send needs its own segment, product data stops short of the tools that use it, and the B2B and self-serve motions run in separate instances. Conversion is the agentic marketing automation platform that puts CRM and warehouse data in one place, then lets an agent build the audience for you.
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
Where the audience work still lands on your team
The sends go out and the Salesforce sync holds. The cost shows up upstream, in the segment that has to be built before every campaign and the product data that never quite arrives.
A new segment for every send
Audience creation is an extra step in front of every campaign, and setup and data management are not self-serve for marketing ops. When building segments in house is slow enough, it stops being in-house work at all.
Product data stops at the warehouse
Getting usage data out of BigQuery and into the tools that send is engineering work. So the product team ends up mailing over lists of addresses, and the signal arrives late and flat.
Two motions, two instances
The B2B side and the self-serve side run separately, each fed from a different source, with no shared owner and no single view of the person on the other end. Cross-motion send rules are hand-built and hard to prove.
The segment work, done in house and in minutes
Ask for an audience in plain English and an agent drafts it against your Salesforce objects and BigQuery tables. Agents also QA campaigns before they send, run list hygiene, and watch the syncs. Permission-scoped and approval-first, so your team reviews everything before it ships.
Describe it, and the agent builds it
State the audience you want and an agent assembles it from CRM records, warehouse tables, and product events. No ticket, no vendor, no waiting for someone else's queue.
QA and sync monitoring that runs itself
Agents check campaigns before they go out and flag sync breaks between your CRM, your warehouse, and the platform before a send goes wrong. Every run is auditable and nothing ships without approval.
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
BigQuery product signals next to your Salesforce records
Connect BigQuery and Salesforce natively, including custom objects, so product usage and CRM context sit in one model. Both motions segment, personalize, and trigger off the same data instead of two disconnected copies of it.
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 pieces you currently run somewhere else
Native forms and landing pages that feed workflows, lead scoring, routing, nurture, campaigns, and reporting. Everything you run today keeps running, with fewer platforms open at once.
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.
No appetite for another long migration
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
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 Grafana Labs'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 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.
That is one of the core agents. Audience Builder turns a written request into a segment against your CRM, warehouse, and event data. Agents also handle pre-send campaign QA, list hygiene, intake triage, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable.
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 Grafana Labs's data?
Book a working session and we'll show an agent building an audience from a plain-English request against BigQuery and Salesforce data, plus the migration plan from Customer.io.