Turn Okta's customer base into cross-sell pipeline
The signals that show which customers are ready for the next product already sit in your warehouse, and they never reach a campaign. Conversion is the agentic marketing automation platform that reads Snowflake and Salesforce directly, then puts agents on the segment work your team cannot build by hand.
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 gap between Okta's data and its campaigns
Product usage lands in the warehouse and stops there. Everything downstream, scoring, routing, and the cross-sell motion, runs on the fraction of context the MAP happens to hold.
Usage data only flows one way
Logins, activation, and churn signals land in the warehouse for reporting and never come back. Marketo has no native warehouse integration, so activating any of it means middleware, engineering time, and another contract to manage.
Scale changes how you plan
Past a few million records, high-volume campaigns back up the processing queue and batches get throttled. Teams start planning around the sync instead of around the campaign.
Scoring and routing spread across tools
Scoring stays purely behavioral because the model has nothing else to read from, and a form fill relays through several point tools before a rep sees it. Every hop is another integration to maintain.
The cross-sell motion nobody has time to build
Agents draft the campaign for each customer segment, build the audience behind it, and QA the send. Approval-first and permission-scoped, so your specialists review everything and spend their time on the work only they can do.
Signals that start the campaign
When usage crosses a threshold or an account goes quiet, an agent picks the signal up from your warehouse, drafts the play, and routes it for review. The work starts itself instead of waiting for a request.
One campaign, every segment
Agents draft the segment-specific versions inside your guardrails, so a segment worth targeting finally gets copy worth sending. Your team reviews and approves instead of building each version by hand.
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
Product usage joined to the accounts that own it
Connect Snowflake and Salesforce natively, including custom objects and account hierarchies, so logins, activation, and entitlements sit in one context layer. Segment on any of it without flattening it into fields first.
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
Nothing you run in Marketo today gets left behind
Campaigns, nurtures, scoring, forms, and Salesforce campaign sync all carry over, and Conversion runs in parallel while you set the pace. 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.
A move that happens at your pace
Marketo stays live while Conversion runs in parallel, and nothing is cut over until it has been verified against the original. Our team handles the work; 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 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
Veriforce
- Valuation
- $1.2B+
- Employees
- 1,800+
- Replaced
- Pardot & Marketing Cloud
Productboard
- Valuation
- $1.7B
- Employees
- 500+
- Replaced
- Marketo
ACV Auctions
- Ticker
- NYSE: ACVA
- Employees
- 3,200+
- ARR
- $1B
AMCS
- Valuation
- €2B
- Employees
- 1,300+
- Replaced
- Pardot
See it running on Okta'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, 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.
The recurring operational work: audience building from plain-English requests, pre-send campaign QA, list hygiene, ticket intake and triage, lead routing, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so your team reviews anything before it ships and stays the one making the calls.
Yes. Conversion is purpose-built for enterprise B2B marketing. It includes role-based access control, enterprise Salesforce sync with full audit logging, SOC 2 Type II compliance, and a data model flexible enough to handle complex account hierarchies, custom objects, and warehouse data. Teams running mature Marketo instances are our primary customers.
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 Okta's data?
Book a working session and we'll show Conversion activating warehouse usage data for cross-sell, agents drafting the segment work, and how the move from Marketo runs in parallel.