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Conversion Zendesk
Built for the Zendesk marketing team

Turn Zendesk's product signals into self-serve pipeline

Self-serve growth moves faster than a campaign process designed fifteen years ago. Conversion is the agentic marketing automation platform that puts product data, lifecycle campaigns, and attribution in one place, then hands the build work to agents.

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 gap between a PLG motion and a lead database

Self-serve growth runs on product events, trial states, and account activity. Marketo stores leads and fields, so every one of those signals needs a workaround before a campaign can use it, and moving the PLG motion onto a lifecycle email tool fixes the sending while leaving measurement and campaign structure behind.

Every send moves through a queue

A single email walks through briefing, build, QA, and approval before it leaves. When the platform makes each step manual, turnaround gets measured in days and the growth calendar slips.

Product data lives outside the MAP

Marketo has no native warehouse integration. Trial, usage, and account signals only reach campaigns through reverse ETL middleware, engineering effort, and another contract to manage.

AI that stops at scoring

Adobe Sensei predicts a score. It does not build the segment, draft the lifecycle series, QA the send, or report on the campaign. That work still lands on your team.

Conversion Agents

The lifecycle programs your roadmap keeps deferring

Agents draft the trial, activation, and expansion sequences, build the audiences behind them, and QA every send before it goes. Permission-scoped, approval-first, and auditable, so nothing ships without your team's sign-off.

From request to drafted campaign

A plain-English ask comes back as a built audience and a drafted campaign, not a blank brief. Your team reviews and launches instead of assembling every piece by hand.

The recurring work runs itself

Campaign QA checks the audience, the fields, and the links before a send goes out. List hygiene, intake triage, and sync monitoring run on their own schedule instead of eating the week.

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

Trial behavior joined to the accounts it belongs to

Connect Snowflake, BigQuery, or Databricks and Salesforce natively, custom objects included, so product events and account hierarchy sit in one context layer. Segment on what a customer actually did without flattening it into lead fields first.

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

The PLG motion without a second platform beside it

Programs, nurtures, scoring, event promotion, forms, landing pages, asset hosting, and bi-directional Salesforce Campaign sync all carry over, with attribution shipped as a product on the same data. A lifecycle email tool like Inflection runs the PLG sends well, but it has no landing pages or asset hosting, no attribution model or pipeline reporting, and Campaigns, Accounts, and Opportunities are read-only, so the measurement and the campaign structure stay behind in Marketo.

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 Marketo move measured in weeks, not years

Marketo stays live while Conversion runs in parallel. Our team handles the move, yours keeps shipping campaigns the entire time, and the average migration is about four weeks.

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 Zendesk'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

No. 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 custom objects. Marketing ops configures it in the UI, no engineering tickets required.

You could, and Inflection is a capable product for product-led lifecycle messaging with builders your team would pick up quickly. The trade is scope. Inflection has no landing pages and no asset hosting, no attribution model, no pipeline or revenue reporting, and no report builder, so measurement means exporting to your warehouse and building it in Looker, Tableau, Power BI, or Hex. Account scores stay inside Inflection rather than syncing to Salesforce, Campaigns, Accounts, and Opportunities are read-only, and its agents draft for a person to activate rather than running on a schedule. Conversion runs the PLG lifecycle and the enterprise motion on one data model, with reporting and attribution shipped as a product called Mosaic and bi-directional Salesforce sync across Leads, Contacts, Accounts, Opportunities, Campaigns, and custom objects.

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.

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 Zendesk's data?

Book a working session and we'll show Conversion turning product signals into lifecycle campaigns, attribution tied to pipeline on the same data, agents drafting the work, and the migration plan from Marketo.