Insurity's campaigns, without an enterprise ops team
Customer lists get pulled, cleaned, and loaded by hand every time the customer base changes, and one person carries every send. Conversion is the agentic marketing automation platform that connects to Salesforce directly and gives the build work to agents.
75%
reduction in time spent on recurring marketing ops 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 campaign builder, a growing list of asks
The platform can do far more than the team has hours to configure. The expertise Marketo rewards sits with one person, and everything else waits in line behind them.
The list pull that never ends
Customer campaigns start in Salesforce: pull the list, clean it, load it into Marketo. Sign new customers, and the whole cycle runs again a week later.
One person can ship a campaign
Building and sending sits with a single owner. Every other request queues behind whatever that person has time for this week, and nothing moves while they are out.
Triggered programs stay on the wishlist
Personalized, behavior-triggered series are the obvious next step and also the thing nobody has hours to build. So sends stay broad and manual, and the platform stays underused.
The specialist work, handled by agents
Agents build the audience, draft the campaign, and QA the send, then wait for a person to approve it. The review stays with your team; the build work does not have to.
Ask in plain English, get a campaign
Describe the audience and the message, and an agent builds the segment, drafts the emails, and flags anything that would break before send. No certification required to get a complex campaign out the door.
Anyone can request, one person approves
The whole team can put work into the queue, and nothing sends until the owner signs off. Agents are permission-scoped and every run is auditable, and the approval step is enforced, not assumed.
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
Salesforce as a live audience, not an export
Accounts, contacts, and custom objects connect natively, so customer audiences update themselves as the CRM changes. Warehouse connections are there when you want them: Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL.
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 you run today, plus the parts you never got to
Email, forms, landing pages, campaigns, scoring, event promotion, and the Salesforce sync all carry over, with reporting tied to pipeline. The nurture and lifecycle programs still sitting on the list become something your team can build.
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 a platform wired into everything
Marketo stays live while Conversion runs in parallel. Forward-deployed engineers do the work, and SOC 2 Type II documentation is ready for your security review before anything starts.
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
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 Insurity'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 programs, smart lists, email templates, and scoring models. The average timeline is about four weeks, running in parallel with Marketo the whole way, and nothing is cut over until it has been verified against the original.
No. Conversion connects natively to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL, and tables and views become usable objects in segments, personalization, and workflow triggers. Marketing ops configures it in the UI, no engineering tickets required. It is optional: your Salesforce data alone already drives live audiences.
They handle the work a specialist would otherwise do: audience building from plain-English requests, pre-send campaign QA, list hygiene, ticket intake and triage, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so one reviewer can cover a lot of ground.
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.
Conversion is SOC 2 Type II certified and GDPR compliant, with role-based access control and full audit logging across syncs and agent runs. Security documentation is available at trust.conversion.ai, and our team works directly with your reviewers to get through it.
Ready to see it on Insurity's data?
Book a working session and we'll show customer campaigns running off live Salesforce data with no list pull, agents drafting the sends for approval, and the migration plan from Marketo.