Reach Gusto's smallest customers without third-party data
Enrichment thins out at the low end of the market, and the audience logic that fills the gap lives in a different system than the sending. Conversion is the agentic marketing automation platform that builds segments from Snowflake and runs the campaigns in the same place.
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
When your best data is your own
Gusto's warehouse already knows more about a twenty-person business than any vendor list will sell you. Turning that into a campaign is where the stack gets complicated.
Enrichment can't see your buyer
Third-party data gets thin below a certain company size, and that is exactly where your core audience sits. The signal you need is in your own product and billing data, not in a purchased list.
The audience and the send live apart
Segments get built in one system and sent from another, so no single platform knows what a customer actually received. Marketo narrows to an email endpoint while the real logic happens somewhere else.
Agents are only as good as their upkeep
Brand guidelines, voice, and review rules have to stay current or the output degrades. Someone ends up maintaining the agent layer instead of shipping campaigns with it.
Agents you don't have to maintain
The review loop, the permission scoping, and the audit trail come with the platform. Agents draft campaigns and audiences, QA before send, and keep the operational work moving, with a person approving everything.
Drafts inside your guardrails
Agents write campaigns and build audiences within the brand and permission rules your team sets, and every draft goes to a human before it ships. Governance ships with the platform instead of becoming another system to maintain.
The recurring work, handled
List hygiene, pre-send QA, sync monitoring, intake triage, and scheduled reporting run on their own. Your team reviews the output instead of scheduling the work.
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 as the segment, not just the source
Connect Snowflake and your CRM natively so tables and views become usable objects: available in segments, personalization, and workflow triggers. Firmographics you own, product usage, and lifecycle stage sit in one context layer, so the audience enrichment cannot build gets built from your own data.
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
One place for the audience and the send
Campaigns, nurtures, lifecycle, forms, landing pages, scoring, and routing, all reading the same data model. Reporting ties back to pipeline and revenue instead of living in a separate dashboard.
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.
Moving off Marketo without a stall
Marketo stays live while Conversion runs in parallel. Our team handles the move and yours keeps shipping the whole time, with an average migration of about four weeks.
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 Gusto'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
About four weeks on average. Every migration is led by a dedicated deployment strategist, with forward-deployed engineers moving your programs, smart lists, email templates, and scoring models. Marketo stays live in parallel the whole way, and nothing is cut over until it has been verified against the original.
Yes. 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 CRM custom objects. Marketing ops configures it in the UI, no engineering tickets required.
The governance is built in. Every agent is permission-scoped, approval-first, and fully auditable, and they handle the recurring work: audience building from plain-English requests, pre-send campaign QA, list hygiene, intake triage, and sync monitoring. Your team sets the guardrails and reviews the output rather than maintaining the plumbing underneath.
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 Gusto's data?
Book a working session and we'll show audiences built from Snowflake instead of a vendor list, agents drafting the campaigns with your team approving, and the migration plan from Marketo.