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Conversion Miro
Built for the Miro marketing team

Run Miro's marketing from one system of record

Two platforms means deciding where every message sends from, piping the right data into each one, and tracking which system did what. Conversion is the agentic marketing automation platform that puts Salesforce, product, and Snowflake data in one place and runs both motions on top of 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 cost of running marketing in two places

Every campaign starts by deciding which platform sends it and whether the right data made it there in time. Marketo cannot close that gap, because it cannot reach your warehouse without middleware.

Two platforms, two sets of data

High-touch campaigns run in one system and product messaging in another, so each needs its own pipeline of the right data. Keeping a record of which platform did what becomes a job of its own, and the same person counts against limits in both.

Still solving 2010 problems

Building forms by hand. Waiting days on a support ticket with no direct line to anyone. Working around an email editor that has not meaningfully changed. The daily friction of a Marketo instance is the same friction your team was working around a decade ago.

Accounts squeezed into a lead model

Matching contacts to accounts takes constant tending, because the model underneath is lead-centric with limited Account support. Custom objects are read-only in smart lists and rigid in their relationships, so the structure your team needs lives outside the platform.

Conversion Agents

The recurring work your team should not still be doing

Agents build audiences from plain-English requests, QA every send before it ships, run list hygiene on a schedule, and triage the intake queue. Approval-first and permission-scoped, so your team reviews everything before it goes out.

Requests in, campaigns out

An ask for a segment or a campaign comes back as a draft with the audience attached, built against your full data model. Your team reviews and approves instead of assembling it by hand.

Nothing ships unchecked

Campaign QA runs before every send, list hygiene runs overnight, and sync monitoring catches breaks before anyone files a ticket about them. Every agent is permission-scoped and fully auditable.

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

Salesforce, product data, and Snowflake in one place

Connect Snowflake and Salesforce natively, custom objects included, so warehouse tables and product events become usable objects in segments, personalization, and workflow triggers. One set of data behind every message, with no reverse ETL pipeline feeding a second platform.

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

Both motions, one platform

The high-touch campaigns, nurtures, scoring, forms, and event programs you run in Marketo, plus the lifecycle and product messaging that lives in your second system. Nothing gets left behind in either one, and the reporting ties back 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

Consolidating two platforms without a lost quarter

The lift is the real objection, and the lift is the part we own. Marketo stays live while Conversion runs in parallel, and forward-deployed engineers do the move and verify every component against the original.

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 Miro'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

Every migration is led by a dedicated deployment strategist, with forward-deployed engineers moving your workflows, lists, email templates, and scoring models. The average timeline is about four weeks, running in parallel the whole way, and nothing is cut over until it has been verified against the original. Your team spends roughly 1-2 hours a week on it.

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: ticket intake and triage, pre-send campaign QA, list hygiene, audience building from plain-English requests, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so your team reviews anything before it ships.

Teams running Conversion report a 75% reduction in MOps time spent on recurring work and a 10x faster campaign-to-launch cycle. The consolidation adds to that: one data model instead of two, one platform to administer, and no reverse ETL pipeline keeping a second system fed.

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 Miro's data?

Book a working session and we'll show Conversion running both motions on one data model, the native Snowflake and Salesforce sync, and the migration plan from Marketo.