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Conversion Yext
Built for the Yext marketing team

Ship Yext's email programs in days, not weeks

Manual build steps and a review queue in front of every send decide your calendar, not the strategy. Conversion is the agentic marketing automation platform that unifies Salesforce and Snowflake, then hands the build work to agents so campaigns launch while they still matter.

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 build queue in front of every send

Yext's team knows what to send. The weeks go into building it, reviewing it, and waiting on the steps in between, which is exactly the work a MAP was supposed to absorb.

Weeks between the idea and the send

Every email is a manual build, another round of review, and a queue. By the time it ships, the moment it was written for has moved on and the results get judged against a different quarter.

Product usage never reaches the campaign

Usage data sits in Snowflake, not Salesforce. Marketo has no native warehouse integration, so activating it means middleware, engineering effort, and a pipeline somebody has to keep alive. Upsell and cross-sell run on firmographics instead.

The editors are the bottleneck

Marketo's email, form, and landing page editors are widely considered outdated even after recent updates. Training anyone on the instance means teaching the workarounds as much as the platform, and the team pays that cost every time it grows.

Conversion Agents

Take the build off the critical path

Agents draft the campaign, build the audience behind it, and QA the send before it goes. Approval-first, so your team reviews and edits everything, and the build stops being the long pole in every launch.

Drafted campaigns, not blank briefs

A request arrives and an agent comes back with the email, the audience, and the workflow already drafted inside your templates and brand guardrails. Your team edits and approves instead of starting from a blank canvas.

QA before the send, not after

Campaign QA checks links, tokens, rendering, and audience logic on every send. List hygiene and sync monitoring run on their own schedule, so the recurring work stops taking days out of the calendar.

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

Snowflake usage data, usable in a segment

Connect Snowflake and Salesforce natively. Tables and views become first-class objects you can segment, personalize, and trigger on, so expansion campaigns run off real product engagement instead of a nightly pipeline somebody maintains by hand.

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

If you're rebuilding anyway, rebuild once

Campaigns, nurtures, scoring, workflows, forms, and landing pages, with reporting that ties back to pipeline. Everything a mature Marketo instance runs today, on a platform the next person you hire can learn without inheriting a decade of workarounds.

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

The rebuild you were already planning

Marketo stays live while Conversion runs in parallel. Our forward-deployed engineers do the rebuild, and nothing cuts over until every workflow has been verified against the original.

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 Yext'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

It usually makes it easier. 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. 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 objects. Marketing ops configures it in the UI, no engineering tickets required.

They handle the recurring operational work where your data already lives: 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 your team reviews anything before it ships.

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. Deployment strategists stay embedded with structured workshops in the first weeks, and teams evaluating both consistently tell us Conversion is more capable without being harder to use.

Ready to see it on Yext's data?

Book a working session and we'll show Conversion building a campaign in an afternoon, segmenting on your Snowflake usage data, and the migration plan from Marketo.