Run Mercury's funnel without filing a ticket
Forms, scheduling, routing, scoring, and nurture sit in separate tools, and every change routes through the systems team. Conversion is the agentic marketing automation platform that brings all of it into one place your marketers can actually operate.
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
The stack you assembled around Customer.io
Lifecycle messaging works. The B2B layer around it, forms through routing through scoring, is a set of separate contracts held together by the systems team.
A form takes four vendors
Customer.io has no native forms or landing pages, so demand generation runs on external tools. Progressive forms, scheduling, and Salesforce routing each arrive from a different contract, and every handoff between them is yours to maintain.
Marketing waits on the systems queue
Setup, event tracking, and ongoing data management are not self-serve for marketing ops. Adding a source, changing a mapping, or shipping a new intake flow all become tickets, which is a rough way to run enablement.
One person, several businesses
Event-driven profiles have custom objects but no native B2B account hierarchy. When a single user legitimately belongs to multiple accounts, the model fights you, and there is no native scoring or lead routing waiting on the other side of it.
The requests that pile up behind your ops queue
Agents build audiences from a plain-English request, triage the intake queue, QA campaigns before they send, and watch the syncs. Every agent is permission-scoped and approval-first, so your team signs off before anything ships and every run leaves an audit trail.
Describe the audience, get the segment
A performance marketer asks for a segment in plain English and an agent drafts it against your Salesforce objects and warehouse data. Marketing stops queueing behind someone else's sprint.
Intake, routing, and QA on autopilot
Agents triage incoming requests, route leads to the right owner, and run pre-send campaign QA before anything goes out. The recurring work runs itself; your team reviews and approves.
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
One person, several accounts, one record
Accounts are first-class objects with full relationships to contacts, opportunities, and custom objects, and relationships can be one-to-one, one-to-many, or many-to-many between any objects. So a founder who belongs to several accounts holds a distinct role at each, with no duplicate records and nothing flattened into fields. Snowflake and Salesforce connect natively, so product signals sit next to those relationships.
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 B2B layer, in the same platform as the sends
Native forms and landing pages that feed workflows, lead scoring, routing to the right rep, nurture, and campaign reporting. Attribution comes with it as a product, Mosaic, running on the same data, with multi-touch models from first touch through closed won tied to pipeline and revenue. Nothing you run today gets left behind, and the pieces you bolted on stop being separate systems.
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.
Nothing gets ripped out on day one
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
Veriforce
- Valuation
- $1.2B+
- Employees
- 1,800+
- Replaced
- Pardot & Marketing Cloud
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
See it running on Mercury'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
Yes. Every deployment is led by a dedicated deployment strategist, with forward-deployed engineers moving your workflows, lists, email templates, and scoring models. Customer.io stays live the whole way, the average timeline is about four weeks, and nothing is cut over until it has been verified against the original.
Yes, natively. Accounts are first-class objects with full relationships to contacts, opportunities, and custom objects, and Conversion supports one-to-one, one-to-many, and many-to-many relationships between any objects. The same person belongs to several accounts with a distinct role at each, without duplicate records and without flattening the relationship into fields. Segments, workflow triggers, personalization, scoring, and routing all read those relationships directly, and target account lists can be built from warehouse data such as firmographics, product usage, and account health.
Inflection is a capable lifecycle email and journey tool, strongest at product-led messaging, and it is not built as a full MAP. It has no attribution model and no pipeline or revenue reporting, no ABM product, and no landing pages or asset hosting, and its Salesforce sync is bidirectional on Leads and Contacts only, with Campaigns, Accounts, and Opportunities read-only. Conversion covers the full scope: forms and landing pages, scoring and routing, accounts as first-class objects for ABM, bidirectional Salesforce Campaign sync, and attribution tied to pipeline.
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 Salesforce custom objects. Marketing ops configures it in the UI, no engineering tickets required.
They handle the recurring operational work: audience building from plain-English requests, ticket intake and triage, pre-send campaign QA, list hygiene, lead routing, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so nothing ships until your team reviews it.
Conversion is SOC 2 Type II certified and GDPR compliant. Agents are permission-scoped and approval-first, with full audit logging on Salesforce writes and every agent run, so your security team can see exactly what the platform is allowed to do and what it did.
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 Mercury's data?
Book a working session and we'll show one contact mapped to several accounts, forms, scheduling, and routing running in one platform, agents building the audiences behind them, and the migration plan from Customer.io.