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Conversion Ironclad
Built for the Ironclad marketing team

Turn Ironclad's usage data into expansion pipeline

The renewal and upsell signals already live in your product usage, entitlements, and Salesforce. Conversion is the agentic marketing automation platform that unifies them, then puts agents to work on the content permutations that make segmenting worth it.

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 challenge

The ceiling on a well-run Marketo instance

When campaign ops already run clean, the next gains come from the data, the content, and the measurement. In Marketo all three sit outside the system doing the sending.

Usage data stuck outside campaigns

Product usage lives in the warehouse, entitlements live in CPQ and Salesforce, and Marketo needs everything flattened into particular fields before it can act. The expansion signal exists; getting it into a campaign is manual work.

Customer marketing runs batch and blast

Renewals and upsells get broad sends where 1:1 relevance would move the number. The segments are easy to draw; the segment-specific versions of the message are what never get built, so batching wins by default.

Attribution bolted on beside the MAP

Touchpoint attribution runs as its own layer next to Marketo, with its own scripts, its own UTM conventions, and its own set of numbers to reconcile against campaign reporting. The measurement everyone quotes lives outside the platform doing the work.

Conversion Agents

The customer marketing you can't staff for

Agents draft the renewal and expansion campaigns, build the audiences behind them, and QA every send before it goes. Approval-first, so your analyst still signs off on everything, and every run leaves an auditable artifact.

One message, every permutation

Agents draft the segment-specific versions of a campaign inside your guardrails, so a segment worth targeting finally gets copy worth sending. Your team reviews and approves instead of building each variant by hand.

Signals that start campaigns

When usage crosses an entitlement or an account goes quiet ahead of renewal, an agent picks it up, drafts the play, and routes it for review. The work starts itself instead of waiting for a request.

When a ticket lands

MOps Intake

Before each send

Campaign QA

Every Friday at 4pm

Weekly Performance Digest

Every 30 minutes

Deliverability Watch

When you ask

Audience Builder

When a new lead arrives

Lead Routing

Daily at 2am

List Hygiene

Every Monday at 9am

Pipeline Reporter

Continuously

Sync Watchdog

When you ask

Account Brief Writer

When a ticket lands

MOps Intake

Before each send

Campaign QA

Every Friday at 4pm

Weekly Performance Digest

Every 30 minutes

Deliverability Watch

When you ask

Audience Builder

When a new lead arrives

Lead Routing

Daily at 2am

List Hygiene

Every Monday at 9am

Pipeline Reporter

Continuously

Sync Watchdog

When you ask

Account Brief Writer

Continuously

Lifecycle Stage Mover

When a lead qualifies

MQL to SDR Handoff

When you draft an email

Subject Line Optimizer

Before each send

Send Time Optimizer

After each webinar

Webinar Follow-Up

Every hour

Intent Signal Watcher

Daily

Churn Risk Notifier

Monthly

Re-engagement Wrangler

When you ask

Localization Agent

Weekly

Nurture Gap Finder

Continuously

Lifecycle Stage Mover

When a lead qualifies

MQL to SDR Handoff

When you draft an email

Subject Line Optimizer

Before each send

Send Time Optimizer

After each webinar

Webinar Follow-Up

Every hour

Intent Signal Watcher

Daily

Churn Risk Notifier

Monthly

Re-engagement Wrangler

When you ask

Localization Agent

Weekly

Nurture Gap Finder

Approval-first · Permission-scoped · Auditable · SOC 2 Type II

The data layer

Product usage joined to the entitlements that pay for it

Connect BigQuery and Salesforce natively, including custom objects, so seats, SKUs, and product events sit in one context layer. Segment on usage against entitlement without flattening any of it into fields first.

Salesforce

System of record

Lead.Status updated 2s ago
Account.Industry synced 5s ago
Opportunity.Amount changed 8s ago
Campaign.Members added 12s ago
Contact.Email verified 15s ago
Opportunity.Stage progressed 18s ago
Lead.Status updated 2s ago
Account.Industry synced 5s ago
Opportunity.Amount changed 8s ago
Campaign.Members added 12s ago
Contact.Email verified 15s ago
Opportunity.Stage progressed 18s ago
Conversion

Conversion

Execution layer

0 records synced today avg latency <2s

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

Salesforce Snowflake BigQuery Databricks Redshift PostgreSQL
MAP parity

Everything your Marketo instance does today, measurement included

Campaigns, nurtures, event promotion, and the guardrailed self-serve building your growth team relies on. Nothing you run today gets left behind, and reporting and attribution ship with the platform as Mosaic: multi-touch models from first touch through closed won, tied to pipeline and revenue.

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.

The migration

Moving off the most foundational piece of your stack

Marketo 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 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.

See it running on Ironclad'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.

FAQ

Frequently asked questions

No. Conversion ships reporting and attribution as a product, Mosaic, running on the same data as the MAP. Every touch runs through Conversion and syncs to Salesforce, so attribution ties 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. A marketer 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 wire up or reconcile. It is not a field-for-field clone of Marketo Measure, so the working session is where we walk the models and touchpoint definitions you rely on today through Mosaic before anything moves.

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.

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.

They're built for it. Agents handle the recurring operational work: audience building from plain-English requests, pre-send campaign QA, list hygiene, intake triage, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so nothing ships until your team reviews 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 Ironclad's data?

Book a working session and we'll show Conversion joining product usage to your CRM entitlements, agents drafting the segment-specific content, multi-touch attribution on that same data, and the migration plan from Marketo.