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Conversion Optimizely
Built for the Optimizely marketing team

The marketing platform Optimizely's agents can run

Your marketers should not need to know which platform executed the work, and your campaign requests should not sit in a queue. Conversion is the agentic marketing automation platform built with a first-class MCP server and an open API, so the AI systems your team already runs can build campaigns, programs, and emails directly.

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

A MAP your AI stack cannot drive

The agent layer is the interface your marketers are being pointed at. Underneath it sits a platform built before any of that existed, and everything still routes through a queue of specialists.

Campaign ops runs as a ticket queue

A marketer briefs a request and waits. The campaign, the program, and the emails all get built by someone else, so the real cost of a campaign is measured in queue time rather than in the work itself.

AI that stops at scoring

Marketo's AI predicts a score through Adobe Sensei. It does not build the segment, assemble the program, QA the send, or report on the campaign, so an agent layer sitting above it has almost nothing to drive.

Hiring for the platform, not the marketing

Making a mature Marketo instance work takes people hired for Marketo. The platform knowledge sits with a handful of specialists, and everything the rest of the team wants to ship routes through them.

Conversion Agents

The execution layer under your agent platform

Conversion ships a first-class MCP server and an open API, so agents your team already runs can create audiences, campaigns, emails, and workflows without anyone opening another UI. Every action is permission-scoped, approval-first, and fully auditable.

Open API, first-class MCP

Agents query live data and act on it through MCP or the API, with no daily call cap and no metered tier between your team and its own records. Your marketers never have to know which platform executed the work.

Briefs come back as drafts

A campaign request comes back as a drafted campaign with the audience, the program, and the emails attached, ready for review. The queue stops being the distance between an idea and a send.

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 layer for CRM, warehouse, and product events

Connect Snowflake and Salesforce natively, custom objects included, so warehouse tables and product events become usable objects in segments, personalization, and workflow triggers. Data leaves as easily as it arrives, through the same open API and MCP server your agents use.

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 a mature Marketo instance runs

Programs, trigger-and-filter automation, nurtures, scoring, forms, landing pages, and event promotion, with reporting tied to pipeline and revenue. Nothing your specialists built gets left behind, and the whole surface is reachable programmatically.

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 replatform measured in weeks, not quarters

Replatforms get shelved over disruption, not fit. Marketo stays live while Conversion runs in parallel, forward-deployed engineers do the move, and your team spends about 1-2 hours a week on it.

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 Optimizely'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 programs, smart lists, email templates, and scoring models. The average timeline is about four weeks, running in parallel with Marketo the whole way, and your team spends roughly 1-2 hours a week on it. Nothing is cut over until it has been verified against the original.

It can drive it. Conversion ships a first-class MCP server and an open API with no daily call cap, so agents your team builds can query data and create audiences, campaigns, emails, and workflows programmatically. Every action is permission-scoped, approval-first, and fully audited, so marketers can work in Conversion or never open 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.

The recurring work stops landing on people. Agents handle intake and triage, pre-send campaign QA, list hygiene, audience building from plain-English requests, and sync monitoring, which is where the 75% reduction in MOps time on recurring work comes from. Deployment strategists stay embedded in your marketing org through launch and run structured workshops so the new process sticks.

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 Optimizely's data?

Book a working session and we'll show your own agents driving Conversion through MCP, the native warehouse sync, and the migration plan from Marketo.