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Migrate from Marketo

Leave Marketo without leaving your programs behind

Agents parse your Smart Campaigns, programs, and tokens, then rebuild them in Conversion. Your deployment strategist QAs every component while Marketo keeps sending. Average timeline: four weeks.

Trusted by teams that made the switch

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4 wk

Average migration timeline

1-2 hr

Per week from your team

0

Gap in campaign execution

The Translation

Your Marketo vocabulary, mapped

Your team spent years learning Marketo's vocabulary. Every concept has a direct equivalent in Conversion, and most of them work the way you always wished they did.

In Marketo Programs

Campaigns

Member statuses, Salesforce Campaign sync, and hierarchical folders carry over one to one.

In Marketo Smart Campaigns

Workflows

The same trigger-and-filter logic in a visual builder with nested branching and AI decision nodes.

In Marketo Engagement Programs

Nurture workflows

Streams and casts become workflow primitives: branching, delays, conditional exits, and path selection.

In Marketo Smart Lists

Segments

A visual statement builder with deeply nested conditions across any object, including custom objects and warehouse tables.

In Marketo Tokens & Velocity

Liquid templating

Live CRM and warehouse fields, conditional blocks, and loops in an industry-standard language.

In Marketo Design Studio

Email builder & assets

Templates, snippets, and images rebuilt in a modern drag-and-drop editor.

In Marketo Custom Objects

First-class custom objects

Workflow triggers, Liquid access, and segmentation on any object, with full relationship support.

In Marketo Munchkin

Site tracking

Tracking scripts are swapped as a coordinated go-live step so attribution never goes dark.

Agents

What agents do with your Marketo instance

A mature Marketo instance holds years of accumulated logic. Agents read all of it in days, and your strategist reviews every translation before it ships.

Meet the agents

Parse every Smart Campaign

Agents read trigger, filter, and flow-step logic across your entire instance and translate it into Conversion workflows for your strategist to QA.

Rebuild tokenized templates

My tokens, lead tokens, and Velocity scripts are converted to Liquid with live field references intact.

Map the program tree

Channels, statuses, folders, and Salesforce Campaign links are inventoried and recreated so reporting history stays coherent.

Marketo stays live for the entire migration. Every component is QA'd before anything switches, and you decide when the migration is finished.

One Prompt

Your Marketo build, rebuilt in a single prompt

We opened the chat, asked for this Smart Campaign to be rebuilt in Conversion, and this is what came back. Same triggers, same filters, same outcome, plus the nested branching Marketo could never do.

Marketo showing a Smart Campaign with its trigger and filter set
In Marketo: a Smart Campaign with its trigger and filter set
Conversion showing the same logic, rebuilt from a single prompt
In Conversion: the same logic, rebuilt from a single prompt

Multiply that by every program in your instance and you have the migration. Agents do the rebuilding, your strategist QAs each component, and Marketo keeps sending until the migration is finished.

The Process

Five phases, zero downtime

The same five phases run on every migration. Agents compress the audit and rebuild from months to days, and your strategist owns the plan, the QA, and the switch itself.

Step 01

Discovery & Audit

Agent-run Strategist-owned

Agents crawl your current platform and map every program, scoring model, email template, integration, and routing rule in days. Your strategist reviews the map with you and flags what to rebuild, consolidate, or retire.

Step 02

Migration Planning

Strategist-owned

Together, you build a phased plan with clear milestones. Your team keeps running campaigns in your current platform throughout the transition.

Step 03

Data Migration & CRM Sync

Agent-run Strategist-owned

Contact records, custom fields, and list structures move over with agent-run validation at every step. Salesforce sync is configured and tested alongside your existing platform before anything switches.

Step 04

Program Rebuild & Testing

Agent-run Strategist-owned

Agents rebuild your workflows, nurture programs, and scoring models in Conversion. Your strategist tests every component end to end against live data and signs off before it ships.

Step 05

Go-Live & Optimization

Strategist-owned

Your strategist stays embedded with your team after you go live. They monitor deliverability, optimize workflows, and make sure adoption sticks.

FAQ

Common questions

Everything you need to know about moving from Marketo to Conversion.

Directly. Triggers, filters, and flow steps become workflow triggers, conditions, and actions in a visual builder that supports the same patterns plus nested branching and AI decision nodes. Agents translate the logic automatically and your strategist QAs each workflow against live records before it goes live.

Conversion uses Liquid, the templating language behind Shopify and dozens of other platforms. Agents rebuild tokenized templates in Liquid with live CRM and warehouse field references, and Velocity scripting logic is recreated with Liquid conditionals and loops. Your strategist verifies rendered output side by side.

Yes. Campaigns in Conversion work like Marketo programs: member statuses, bidirectional Salesforce Campaign syncing, and hierarchical folder organization all carry over, so your attribution reporting in Salesforce stays intact through the switch.

During discovery, agents inventory every page carrying Munchkin along with your forms and landing pages. Forms and landing pages are rebuilt in Conversion, and tracking scripts are swapped as a coordinated go-live step rather than all at once, so web activity data never goes dark.

The average is about four weeks. Very large instances with hundreds of programs, complex scoring, and multiple Salesforce integrations run closer to six. Marketo stays live the entire time, and you decide when the migration is finished.

Ready to move beyond Marketo?

Talk to our team about an agent-run Marketo migration. Your instance stays live until every program is rebuilt, tested, and approved.