Score and route Notion's hand raisers in real time
Today the signal takes a trip through the warehouse and back before an account is called qualified, and hundreds of live programs make a broken sync something you find out about late. Conversion is the agentic marketing automation platform that puts the scoring inputs, the routing, and the records in one system marketing ops owns.
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 lag between the signal and the routing
At your database size, with hundreds of live programs and a warehouse doing the scoring, the gap is not in the strategy. It is in how long the data takes to travel and how little visibility you have while it does.
Days from activity to qualified
Marketo has no native warehouse integration, so activity leaves for the warehouse, gets scored, and comes back to the CRM through middleware. By the time an account is marked qualified, the moment that created the signal has passed.
No single place to see a break
With hundreds of live programs syncing between the MAP, the CRM, the warehouse, and the workflow layer, a failed sync surfaces when someone notices the downstream symptom, not when it happens.
Inbound with nowhere to live
Workflow tools cover the steps, not the records. Hand raisers and MQL processing need a database behind them, and a lead-centric MAP with second-class custom objects is a poor place to put one.
Marketing ops owns the system, agents work the queue
Agents draft campaigns and audiences from a plain-English request, triage intake, QA sends, watch the syncs between your CRM, warehouse, and platform, and answer reporting questions in plain language, down to how many MQLs a segment produced and what happened to them. Permission-scoped and approval-first, so changes ship the same day without leaving your team's control.
Sync monitoring that surfaces the break
An agent watches the connections between Salesforce, Snowflake, and the platform and flags failures with the detail to fix them, instead of leaving you to reconstruct what happened across hundreds of programs.
Changes that ship the same day
A request in plain English comes back as a drafted audience or campaign for your team to review. No standing engineering dependency, no waiting for the one person who knows the workflow layer.
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
Snowflake scoring inputs, live where the campaigns run
Connect Snowflake and Salesforce natively, including custom objects, with bidirectional sync, Campaign membership, object writes, and audit logging. Your scoring inputs stay where the data science lives and become usable in segments, triggers, and routing without a reverse ETL round trip.
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 your Marketo instance still holds
Forms, workflows, nurtures, event and webinar promotion, and campaign write-back to Salesforce, plus reporting and attribution as a product, Mosaic, with multi-touch models from first touch through closed won tied to pipeline and revenue. Nothing you run today gets left behind, so the last pieces of the instance have somewhere real to go.
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.
A migration that does not need a stable quarter
Marketo stays live while Conversion runs in parallel, and the load on your side stays small on purpose. 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.
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 Notion'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, forms, 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 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.
That is the point of the agent layer. Agents handle 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 your team reviews anything before it ships.
In the platform. Conversion ships reporting and attribution as a product, Mosaic, on the same data as the MAP, with multi-touch models from first touch through closed won and campaign performance broken down by persona, segment, and lifecycle stage. Because every touch runs through Conversion and syncs to Salesforce, including Campaign membership and status, attribution is tied directly to pipeline and revenue instead of reconstructed later. Agentic reporting answers the same questions in plain language.
Conversion is SOC 2 Type II certified and GDPR compliant, with permission-scoped agents, granular field-level control on the Salesforce sync, and full audit logging on writes and agent runs. Security teams get a clear answer on what the platform can touch and a record of 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 Notion's data?
Book a working session and we'll show hand raisers scored and routed on live Snowflake and Salesforce data, agents watching the syncs, campaign performance tied back to pipeline, and the migration plan from Marketo.