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Conversion Twilio
Built for the Twilio marketing team

One marketing platform for all of Twilio's users

Self-serve signups and enterprise accounts get worked in different systems because their data sits in different places, and the measurement splits with them. Conversion is the agentic marketing automation platform that ingests warehouse and product data natively, so one platform covers both and attribution runs on 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

The challenge

The measurement gap a second platform opens

When millions of product users live outside the MAP, standing up a second platform looks like the simpler move. Inflection is a capable lifecycle email tool, but the traffic that moves into it lands where reporting stops at engagement.

Two platforms for one company

Self-serve users get worked in one system and enterprise pipeline in another, so nobody has a single view of an account. Every cross-motion play starts by reconciling two sets of records.

Product data needs middleware

Marketo has no native warehouse integration. Activating usage, billing, or free-tier product events means a reverse ETL tool, engineering effort, and another contract to maintain.

Measurement stays where it lands

Inflection reports on email and journey engagement, with no attribution model, no pipeline or revenue reporting, and no report builder. Its account scores stay inside the platform instead of syncing to Salesforce, and Campaigns, Accounts, and Opportunities are read-only, so the traffic you moved is the traffic you cannot tie to pipeline.

Conversion Agents

Agents built into the platform, not bolted on

Agents draft campaigns and audiences, QA every send, triage intake, route leads, and monitor syncs. Permission-scoped, approval-first, and fully auditable, so your team reviews anything before it ships.

Live signals start the work

When product usage or account behavior crosses a threshold, an agent picks it up, drafts the play, and routes it for review. The work starts itself instead of waiting on a scoring model to catch up.

The operational layer runs itself

Intake triage, pre-send QA, list hygiene, routing, and sync monitoring run without a person scheduling them. Your team reviews output rather than producing it.

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

Product events and CRM in one context layer

Connect Salesforce and your warehouse natively, whether that is Snowflake, BigQuery, Databricks, Redshift, or PostgreSQL. Free-tier product events, account hierarchies, and opportunity data become usable objects in segments, personalization, and workflow triggers.

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 the Marketo instance does, plus the audience it can't hold

Campaigns, nurtures, scoring, routing, forms, and landing pages, with attribution shipped as a product on the same data: multi-touch models from first touch through closed won, broken down by persona, segment, and lifecycle stage. Nothing your team runs today gets left behind, and the workload you moved out of Marketo comes back into one platform with its reporting attached.

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 migration sized for an enterprise instance

Marketo stays live while Conversion runs in parallel. Forward-deployed engineers handle the move and QA every component against the original before anything cuts over.

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 Twilio'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, customized to instance complexity, running in parallel with Marketo the whole way. 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. No reverse ETL middleware, no engineering tickets.

Inflection is a capable lifecycle email tool and it will send to that population well. What it does not do is measure it. Reporting stops at email and journey engagement, there is no attribution model, no pipeline or revenue reporting, and no report builder, and their documented answer for anything deeper is exporting to your warehouse and building it yourself in Looker, Tableau, Power BI, or Hex. Account scoring grades accounts 0 to 100 but the scores stay inside Inflection rather than syncing to Salesforce, and Campaigns, Accounts, and Opportunities are read-only with no Programs equivalent for tokens, assets, or duplication. Conversion holds both populations on one data model and ships reporting and attribution as a product, Mosaic, with multi-touch models from first touch through closed won.

Marketo's AI today is Adobe Sensei predictive scoring. Conversion's agents do the work: audience building from plain-English requests, campaign drafting, pre-send QA, lead routing, list hygiene, intake triage, and sync monitoring, all permission-scoped, approval-first, and fully auditable. The agent layer is native to the data model rather than a feature added beside it.

Plaid, ClickHouse, Productboard, People Data Labs, LogicGate, Veriforce, GovWell, Guidebook, Adaptive Security, and Hostfully, among others. Teams running mature Marketo instances are our primary customers, and every one of them is supported by a deployment strategist who 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 Twilio's data?

Book a working session and we'll show self-serve product data and Salesforce in one platform, attribution running on that same data, agents doing the campaign work, and the migration plan from Marketo.