One data model for your entire go-to-market
Unify CRM, warehouse, and product data into a single context layer. Build segments, trigger workflows, and personalize campaigns from every source without waiting on engineering.
Salesforce
CRM
Snowflake
Warehouse
Product
Events
AI Agents
Enrichment
Sarah Chen
VP of Marketing · Acme Corp
Lead Score
0
Connects natively to your stack
Your data outgrew your tools
Legacy MAPs force a rigid, contact-centric data model. CDPs activate warehouse data but can't execute campaigns. Your team ends up stitching together three or four tools just to get a complete picture of your customers.
Legacy MAPs
Rigid data models
Contacts and leads only. No custom objects, no warehouse data, no product events. Everything lives in flat field lists that can't represent how your business actually works.
CDPs & CEPs
Assembly required
CDPs unify data but can't execute campaigns. CEPs execute but depend on external data piping and lack native CRM sync. Either way, you're stitching tools together to cover the gap.
Conversion
Unified model + execution
One flexible data model with custom objects, native CRM sync, and warehouse connections. Build and execute campaigns from the same platform your data lives in.
Native Salesforce sync engine
Bidirectional sync built into the core of the platform. Campaigns, custom objects, leads, contacts, and opportunities stay in sync in real time. No third-party connectors, no middleware.
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
From warehouse to workflow
Connect Snowflake, BigQuery, Databricks, or Redshift and bring modeled data directly into your campaigns. No reverse ETL layer required.
SELECT
u.user_id,
u.plan_name,
u.seats,
e.feature_used,
e.event_count,
s.renewal_date
FROM analytics.subscriptions u
JOIN analytics.product_events e
ON u.user_id = e.user_id
JOIN analytics.renewals s
ON u.user_id = s.user_id
WHERE e.event_count > 10
AND s.renewal_date < CURRENT_DATE + 30Every source. One context layer.
CRM records, warehouse tables, and product events flow into a single unified model. Segmentation, personalization, workflows, and reporting all operate from the same source of truth.
Sources
Context Layer
Activation
Built for complexity, designed for clarity
Every feature of the data model is designed to give marketing teams direct access to the data they need without depending on engineering.
Any Object, Any Field
CRM objects, warehouse tables, and behavioral events in one schema.
Relationship Mapping
One-to-one, one-to-many, and many-to-many between any objects.
Event Streams
Product and website events tied to people, ready for segmentation and triggers.
Segment from Everything
CRM, warehouse, and product data in one query. No engineering tickets.
Full Liquid Support
Any field from any object in subject lines, body copy, and dynamic content.
AI-Ready Context
Every object and relationship feeds scoring, routing, and recommendations.
“The data model is what sold us. We finally have our Salesforce and Snowflake data in one place without waiting on engineering.”
EPKorey Beaver
Marketing Operations Manager, People Data Labs
Common questions
Everything you need to know about how Conversion handles your data.
Conversion natively connects to Salesforce, Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL. You can also ingest data via REST API, webhooks, and CSV import. Warehouse connections pull directly from your modeled tables without requiring a separate reverse ETL tool.
Our Salesforce sync is bidirectional and built into the platform core. Standard and custom objects, campaigns, leads, contacts, opportunities, and tasks stay in sync in real time. Every change is logged with full attribution. There are no third-party connectors or middleware involved.
No. Marketing ops teams can configure warehouse connections through the UI with read-only credentials. You select the tables and fields you want to bring in, map them to objects in Conversion, and set a sync schedule. No SQL, no dbt models, no engineering tickets.
CDPs like Segment and mParticle are great at collecting and unifying data, but they do not execute campaigns. You still need a separate MAP to send emails, run workflows, and manage lifecycles. Conversion combines the data unification of a CDP with full marketing execution in one platform, plus a native Salesforce sync that neither category typically offers.
See the data model in action
Book a demo to see how Conversion unifies your CRM, warehouse, and product data into one platform.