One system of record for every Toast location
An operator can own five locations and hold a different role at each one. Conversion is the agentic marketing automation platform that models those relationships natively, connects to your warehouse without middleware, and runs pre-sale and post-sale from the same data.
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
A lead database cannot hold a multi-location business
Toast markets to people whose relationship to your product changes location by location. Marketo flattens all of that into a single lead record, and everything interesting about it becomes a workaround.
One person, many locations
The same contact can be the general manager at one location and part-time staff at another. Marketo's lead-centric model has no clean way to hold those relationships, and custom objects are read-only in smart lists with limited triggers, so the structure lives outside the platform.
Campaign data arrives a day late
Loads out of the warehouse run on an overnight cycle, and the window widens every time a column is added. Marketo has no native warehouse integration, so activating product, location, or billing data means reverse ETL, engineering effort, and another contract to manage.
Two platforms, two sets of data
Pre-sale runs in one system and post-sale in another, and neither one holds the full picture. Every campaign starts by deciding which platform has the right data and which handoff has to be maintained to keep it that way.
Clear the campaign ops queue
Agents build the audiences, prepare the campaign assets, and QA every send before it goes out, so the intake queue stops setting your team's priorities. Approval-first and permission-scoped, so nothing ships without a human reviewing it.
Requests come back as drafts
List builds, audience asks, and campaign changes arrive as plain-English requests and come back as a drafted campaign with the segment attached. Your team reviews and approves instead of building each one by hand.
Agents on one system of record
Every agent works from the same unified data layer, so two of them never act on two different versions of the same person. Each run is permission-scoped and leaves an auditable artifact.
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
Locations, products, and people in one model
Connect Snowflake and Salesforce natively, custom objects included, so location and product tables become first-class objects in segments, personalization, and workflow triggers. The link between a person and every location they touch lives in the platform instead of in a workaround.
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
Pre-sale and post-sale in one platform
Programs, nurtures, scoring, forms, and event promotion carry over from Marketo, and the lifecycle campaigns you run after the sale sit in the same place on the same data. Nothing you run today gets left behind, and 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.
Replacing the system your pipeline runs through
Marketo stays live while Conversion runs in parallel. Our team handles the move and verifies every component against the original; 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
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 Toast'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.
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 and no reverse ETL tool in the middle.
They handle the recurring operational work: ticket intake and triage, pre-send campaign QA, list hygiene, audience building from plain-English requests, and sync monitoring. Every agent is permission-scoped, approval-first, and fully auditable, so your team reviews anything before it ships.
Agents need a marketing system of record to act in, not just read access to data. Conversion is a complete enterprise MAP, email, workflows, forms, campaigns, scoring, and reporting on a unified data model, with a first-class MCP server and an open API so the agents your team builds can drive it too. It is SOC 2 Type II certified, and a deployment team runs the build and stays embedded after launch.
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 Toast's data?
Book a working session and we'll show Conversion holding the location model, syncing your warehouse natively, agents clearing the campaign ops queue, and the migration plan from Marketo.