One platform for ServiceTitan's Salesforce and Snowflake data
Product usage sits in the warehouse, the account picture sits in Salesforce, and getting either into a campaign means middleware and someone who knows where everything lives. Conversion is the agentic marketing automation platform that connects both natively, then puts agents on the audience building.
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
Marketo makes every audience a project
Your team can describe the audience it wants in a sentence. Getting Marketo to build it takes middleware, a data pull, and someone who already knows which system holds the answer.
Usage data behind a middleware hop
Product behavior lands in Snowflake, then has to be piped through reverse ETL before Marketo can act on it. Every new audience starts as a pipeline request instead of a campaign.
Finding the data is the job
Segmenting on product usage means knowing which field in which system holds the signal. For anyone newer to the instance, that is a day of hunting before a single email gets drafted.
Accounts modeled as flat leads
Marketo's lead-centric model struggles to represent real B2B account hierarchies. Records get matched to the wrong account, and the teams downstream spend their week reacting to leads that were never real.
The work that turns into tickets and all-nighters
Describe the audience in plain English and an agent builds it, drafts the campaign, and QAs the send. Every agent is permission-scoped and approval-first, so your team signs off before anything ships.
Audiences from a sentence
Someone asks for the accounts using a product a certain way last quarter, and an agent builds the segment, drafts the campaign, and QAs it before send. No field hunting, no pipeline request, no waiting on a specialist.
Routing without the rules tree
Matching and routing agents work off your full Salesforce context, so records reach the right owner and the right account without another branch bolted onto a logic tree nobody wants to maintain.
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 and Salesforce in one segmentable context
Connect Snowflake and Salesforce natively, custom objects included, so product usage sits next to the account record. Segment on product behavior against account data without staging any of it through middleware 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
Base platform first, agents second
Programs, smart lists, nurtures, scoring, forms, and the bidirectional Salesforce sync your instance runs on, with per-field sync rules, Account writes, and smart account matching. Everything you do today has a home before a single agent gets involved.
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.
One more system move, and this one we run
Marketo stays live while Conversion runs in parallel. Our forward-deployed engineers do the moving; your team 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 ServiceTitan'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
Yes. Conversion is purpose-built for enterprise B2B marketing, with role-based access control, enterprise Salesforce sync with full audit logging, SOC 2 Type II compliance, and a data model built for account hierarchies, custom objects, and warehouse data. Campaigns work like Marketo programs, with member statuses, Salesforce Campaign syncing, and hierarchical folders. Teams running mature Marketo instances are our primary customers.
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's commitment is roughly one to two hours a week for about three weeks.
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: 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 nothing ships until your team reviews it.
Yes. 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 ServiceTitan's data?
Book a working session and we'll show Conversion segmenting on Snowflake and Salesforce data in one place, agents building the audiences and routing the records, and the migration plan from Marketo.