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Conversion monday.com
Built for the monday.com marketing team

Conversion Agents built this landing page for monday.com

Conversion is the agentic marketing automation platform. Agents orchestrate personalized campaigns, automate the repetitive work, and ship in hours instead of weeks.

75%

reduction in MOps time spent on recurring work

10x

faster campaign-to-launch cycle time

4 weeks

average migration, running in parallel with Braze

SOC 2

Type II certified, with approval-first AI agents

The challenge

Where Braze runs out of road for B2B

Braze is built for high-volume consumer engagement. Running B2B marketing operations on it means filling the gaps yourself.

Built around app events

Braze is optimized for consumer messaging at scale. B2B context like accounts, opportunities, and pipeline lives in Salesforce and the warehouse, outside its center of gravity.

The B2B toolkit is thin

Lead lifecycle management, Salesforce Campaign syncing, and marketing-to-sales handoff all need workarounds or extra tools.

Attribution stops at engagement

Opens, clicks, and sessions are first-class. Pipeline and closed-won revenue by campaign are not.

Conversion Agents

The next era of marketing runs on agents

Legacy MAP AI writes a subject line. Conversion Agents draft the campaign, QA it, send it, and report on it. Approval-first, so nothing ships without monday.com's sign-off.

Personalization at 1:1 scale

Agents draw on live Salesforce and warehouse context to tailor every email, audience, and journey. Dynamic content built from what each contact actually did, not a first-name token.

Task automation that runs itself

Tickets triaged, sends QA'd, lists cleaned, reports posted. Agents run on a schedule, on a trigger, or whenever your team asks in chat.

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

One data model for monday.com's entire go-to-market

Full objects, relationships, and events from Salesforce and your warehouse, unified into one context layer. Segments, triggers, and personalization from every source. No CDP patchwork, no engineering tickets.

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 you need to run marketing operations

Conversion is a complete enterprise MAP, not a point tool. Email, workflows, forms, campaigns, and reporting ship in one platform, with agents running through all of 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.

The migration

A switch that doesn't cost you a quarter

Braze stays live while Conversion runs in parallel. Our team handles the move; yours keeps shipping.

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 Braze 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 monday.com'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

Yes. 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, with a parallel-run period before you go live.

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. 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.

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 monday.com's data?

Book a working session and we'll show Conversion running against a stack like yours: the warehouse sync, the agents, and the migration plan from Braze.