Collapse Handshake's marketing stack into one platform
Duplicate tools doing the same job, a new field that starts with an engineering ticket, and touchpoint attribution holding the whole stack in place. Conversion is the agentic marketing automation platform that puts Salesforce and BigQuery data, campaign building, lifecycle, and multi-touch attribution in one 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
One job, set up in five places
The stack grew by addition, and every renewal now comes with a question about which tools are doing the same work twice. Marketo sits at the center of that question, and the attribution layer beside it is what keeps the answer from changing.
Attribution is why the MAP stays
Touchpoint attribution sits beside Marketo as its own system, with its own scripts and UTM conventions stretching across third-party event and webinar tools. Replacing the MAP has always meant putting the measurement everyone reports on at risk, so nothing gets replaced.
The same setup, in several systems
Sends, templates, tracking, and audience logic each get configured more than once because no single platform holds all of it. Keeping those copies in step turns into its own recurring cleanup project, on a platform that has been slow to improve since the Adobe acquisition.
A new field starts with a ticket
Marketo has no native warehouse integration, so a derived attribute sitting in BigQuery reaches marketing through middleware and engineering effort. The logic exists; getting it usable takes a backlog slot.
AI that builds the campaign, with your hands on it
Agents draft the emails, build the audiences behind them, and QA every send before it goes. Permission-scoped and approval-first, so a person still signs off on everything that ships.
On-brand email from a campaign brief
A brief goes in and drafted copy, templates, and the campaign structure come back, inside the brand guardrails your team sets. Reviewing a draft replaces building each one from scratch.
Audiences without an engineering ticket
Describe the segment in plain language and an agent builds it across Salesforce objects and warehouse fields. Your team approves it before anything sends.
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 fields your team can define without an engineer
Connect BigQuery and Salesforce natively, including custom objects. Tables and views become usable objects in segments, personalization, and workflow triggers, so deriving a new attribute is a change in the UI instead of a backlog item.
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
Everything Marketo runs today, attribution included
Campaigns, nurtures, scoring, routing, forms, and landing pages, plus reporting and attribution as a product, Mosaic, on the same data as the campaigns. Multi-touch models run from first touch through closed won and tie to pipeline and revenue, so the measurement layer comes with the platform instead of sitting beside 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 switch you can time to a renewal
Marketo stays live while Conversion runs in parallel. The average migration is about four weeks at roughly 1-2 hours a week from your team, so this fits inside a budget cycle instead of consuming one.
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 Handshake'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
Conversion ships reporting and attribution as a product, Mosaic, on the same data as the MAP. Because every touch runs through Conversion and syncs to Salesforce, attribution is tied directly to pipeline and revenue, with multi-touch models from first touch through closed won and campaign performance broken down by persona, segment, and lifecycle stage. Your team can also ask in plain language how a segment performed last quarter and what happened to it. It comes with the platform, so there is nothing separate to buy, wire up, or reconcile. It is not a field-for-field clone of Marketo Measure, so the first thing we do is map the sources and touchpoint definitions you report on today, including your event and webinar sources, and show you what each one looks like in Mosaic.
Roughly 1-2 hours a week from your team for about three weeks. 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.
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.
Every agent is permission-scoped, approval-first, and fully auditable. Agents draft campaigns and audiences, handle pre-send QA, list hygiene, intake triage, and sync monitoring, then hand the work to your team. Nothing ships until a person reviews and approves it.
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 Handshake's data?
Book a working session and we'll walk your touchpoint reporting through Mosaic, show what one platform absorbs from a stack like yours with agents drafting campaigns your team approves, and lay out the migration plan from Marketo.