Marketing ops without the workarounds.
Build on your real data model, see every record that syncs to Salesforce, and hand the request queue to agents that build drafts for your review.
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
Profound
- Valuation
- $1.8B
- Employees
- 300+
Productboard
- Valuation
- $1.7B
- Employees
- 500+
- Replaced
- Marketo
BuildOps
- Valuation
- $1B
- Employees
- 600+
- Replaced
- HubSpot
ACV Auctions
- Ticker
- NYSE: ACVA
- Employees
- 3,200+
- ARR
- $1B
Veriforce
- Valuation
- $1.2B+
- Employees
- 1,800+
- Replaced
- Pardot & Marketing Cloud
AMCS
- Valuation
- €2B
- Employees
- 1,300+
- Replaced
- Pardot
Build on the data model you actually have.
Contacts, companies, opportunities, events, and your own custom objects live in one model, with warehouse tables loaded on a schedule.
Plan, seats, and renewal date for every paying account, linked to its company.
Feature usage from the product database, matched to contacts by email every hour.
Load tables from your warehouse
Schedule SQL syncs from Snowflake, BigQuery, Databricks, Redshift, ClickHouse, or PostgreSQL, from every 15 minutes to once a day.
See the data before you use it
Every field shows its fill rate and most common values, and relationships open into companies, opportunities, and custom objects.
Add a condition
Choose a condition or drag one into a group to start filtering.
Records
Membership
Events
Filter on any object
Audiences and branches filter on records, memberships, and events in one list, from opportunities and subscriptions to form submissions.
Criteria
Activity
Contacts
Salesforce
Start workflows from any signal
Trigger on criteria, a form, a page visit, a field change, a Salesforce opportunity role, or a custom event you send.
Know exactly what reached Salesforce.
Changes reach Salesforce in about ten seconds, and every batch is logged record by record, so a failed update shows up with its reason instead of going unnoticed.
Sync activity
Monitor data syncing between Conversion and Salesforce
Hand the request queue to agents.
A Linear ticket, a Slack thread, or a schedule starts an agent. It builds the drafts in Conversion, proposes edits to anything already live, and waits for your team to review.
Analytics Roundtable invite and registration
The roundtable moved to Dec 4. Build the invite and a registration form for enterprise accounts in North America, no current customers, and update the webinar.
Built the invite, the registration form, and an invite list of 2,184 contacts at enterprise accounts in North America, excluding current customers. The webinar and its reminder still said Dec 2, so both edits are waiting for your review.
- Start time
- Dec 2, 10:00 AM Dec 4, 10:00 AM
- Subject
- Reminder: see you Wednesday Reminder: see you Friday
- Send date
- Dec 1, 9:00 AM Dec 3, 9:00 AM
Clear the requests that fill the queue.
The asks that land on MOps every week, done in a few clicks or handed to an agent that waits for your review.
Copy the Q3 Data Summit campaign for November. Invite everyone who registered last time but didn't attend.
- Name
- Q3 Data Summit (copy) Q4 Data Summit
- Add members
- View filter
- Tokens
- 4 token values updated
All changes reviewed.
Stay in control as more people build.
Roles decide who can change what, agents ask before they touch anything live, and every workflow run and deletion is on record.
Give each role what it needs
Start from Administrator, Manager, Editor, or Viewer, or build a custom role one permission at a time.
Decide what agents do on their own
Each tool an agent has runs automatically, waits for approval, or stays off. Deletes and edits to live assets ask first by default.
Completed
Errored actions
In progress
Avg. duration
Trace every workflow run
Open any contact's run to replay their path on the canvas, with when they entered and left each step and what it returned.
Handle deletion requests
A workflow deletes flagged contacts along with their engagement data and, if you choose, their linked Salesforce record.
Where MOps teams start.
The parts of Conversion that replace the most duct tape, and the migration that gets you there.
Data Model & Custom Objects
Model subscriptions, workspaces, or anything else you sell into, with Salesforce and warehouse data in the same place.
Agents
Agents start from Slack, Linear, or a schedule, build the work as drafts, and wait for your review before anything goes live.
Migration
Move off Marketo, Pardot, HubSpot, or Eloqua with an agent-run migration that's part of onboarding.
I don't know if I want another Marketo. I want a tool that I feel like is built for me and the kind of MOps person that I am at PDL.
Korey Beaver
Marketing Operations Manager, People Data Labs
< 4 wks
For People Data Labs to move off Marketo after more than four years on it
10s
Average time for a change in Conversion to reach Salesforce
6
Warehouses you can sync from, PostgreSQL included
Common questions
What marketing ops teams ask before they move their stack.
Most teams are live in about four weeks. Migration is part of onboarding: a deployment strategist and an agent-run migration rebuild your programs, and your current platform stays live until everything is tested and approved.
Yes. Create objects for whatever your business runs on, like subscriptions, workspaces, or product usage, and connect them with relationship fields, including many-to-many through a join object. Salesforce custom objects sync in read-only.
Through Conversion's managed package. Changes made in Conversion reach Salesforce in about ten seconds on average, and changes in Salesforce come in every few minutes. Every batch is logged with its created, updated, skipped, and failed records, and each failure shows why.
Snowflake, BigQuery, Databricks, Redshift, ClickHouse, and PostgreSQL. Each sync runs a SQL query on a schedule, from every 15 minutes to once a day, and writes the results to the object you choose.
For marketing, usually. Warehouse syncs load the tables you choose straight into Conversion, so audiences, workflows, and emails don't depend on a separate pipeline pushing data into your MAP.
Whatever you allow. Each tool an agent has runs automatically, waits for approval, or stays off. Agents build emails, forms, and workflows as drafts, and nothing is sent, published, or turned on until someone on your team does it.
Yes. Use the built-in Administrator, Manager, Editor, and Viewer roles or create custom ones permission by permission, require SSO, and review every change in the audit log, including changes made through API keys and by agents.
Bring the workflow you'd least like to rebuild.
We'll walk through it in Conversion during the demo, from the Salesforce fields it reads to the agent that could take it off your plate.