Personalization at Stripe's scale, without the workarounds
Data pushed through the backend, custom objects that arrive unvalidated, and templating logic nobody wants to debug. Conversion is the agentic marketing automation platform where one-to-many relationships are first-class objects and agents draft the 1:1 sends against them.
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
What personalization costs on a lead-centric model
The data exists. Getting it into a send means backend pipes, custom objects nobody can validate, and templating logic that only a few people on the team can read.
One-to-many relationships fight the model
Marketo's custom objects are read-only in smart lists with limited triggers and rigid relationships. Representing who holds which role on which product at which company turns into workarounds stacked on workarounds.
Personalization built in templating logic
When the data model cannot carry the relationship, the personalization moves into scripting: data pushed through the backend, parsed at send time, with no validation that what arrives is what ships.
Volume the pipeline was not built for
Six figures of new product records a month, plus CRM API limits, means throttled batches and sync windows. Ops planning starts bending around the pipeline instead of around the campaign.
The agent pipeline you are building by hand
Agents draft the campaign, build the audience, and QA the send inside the platform, against the real data model rather than a payload assembled upstream. Approval-first and permission-scoped, so your team reviews everything before it goes.
Drafting against real objects
Agents write the 1:1 versions off objects, relationships, and events already in the platform. Your team reviews the draft instead of maintaining the pipeline that produced it.
Every run leaves a trail
The audience an agent built, the QA it ran, the change it made: all logged and auditable. Troubleshooting a send stops being archaeology across scripts and backend jobs.
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
Relationships as first-class objects
Salesforce objects, custom objects, and product events connect natively, with full relationship support, workflow triggers, and Liquid access to any field. Query who holds which role on which product 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
The instance you built, minus the scaffolding
Campaigns, workflows, scoring, forms, landing pages, and Salesforce sync all carry over. What you stop maintaining is the scripting and backend plumbing that exists only because the data model could not hold the relationship.
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.
Moving without rebuilding the workarounds
Marketo stays live while Conversion runs in parallel. Our team handles the move, custom object work included, and yours keeps shipping 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 Stripe'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. Custom objects are first-class: you can trigger workflows from changes on any object, access any field in Liquid templating and conditional logic, and build segments across objects with a visual statement builder that supports deeply nested conditions. Relationships are supported natively, so a person can carry multiple product roles without a flattened field for each one.
A native connection. Conversion connects to Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL, and 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.
Agents that run inside the platform, on your data, under your guardrails. They handle audience building from plain-English requests, pre-send campaign QA, list hygiene, ticket intake and triage, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so nothing ships until your team reviews it and every run leaves a record.
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 Stripe's data?
Book a walkthrough and we'll show Conversion running against a stack like yours: relationships as real objects, agents drafting the 1:1 sends, and the migration plan from Marketo.