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Workflows

Orchestrate Every Journey

Put every lead on the right path. Conversion helps you create dynamic workflows that adapt to your buyer’s behavior, product usage, and CRM data — so every message lands at the right time.

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Workflows that adapt to every lead

Trigger the right emails, sync CRM data, and update audiences automatically.
 Conversion's no-code builder lets you launch advanced journeys in a few clicks.

Workflow builder

Automate every contact’s marketing journey

Build logic around any action — clicks, opens, usage, CRM changes, and more. Then use that logic to trigger messages, assign reps, or update your systems.

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USE CASE

Qualify inbound leads faster

Score leads in real-time and automatically route them to the right workflows. Move faster on high-intent leads and keep your CRM in sync.

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MAGIC ENRICHMENT

Auto-enrich leads with web scraping and AI

From partial form fills to full records — Conversion uses AI and real-time web scraping to find the data your team needs.

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ANALYTICS

Track every step

See how each lead moves through your workflows and where they drop off. Make optimizations based on real-time data.

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Built for every team

Lead scoring

Score leads based on behavior, product usage, and enrichment data.

Nurture sequences

Send the right message based on where each lead is in their journey.

Identifying personas

Pull in contact and company data to sort contacts into clean, consistent personas.

RevOps cleanups

Use workflows to fix your CRM, reduce noise, and eliminate manual updates.

Lifecycle programs

Welcome, onboard, upsell, and re-engage across the full customer lifecycle.

Transactional email

Trigger emails based on account activity, billing events, or usage.

Integrations

Connected to every piece of data

Conversion integrates with the tools you already use for sales and marketing, including your CRM, data warehouse, CDP, slack, and custom webhooks.

HockeyStack

How HockeyStack Automated Persona-Based Nurtures and Drove Higher CTR with Conversion

Hockeystack uses Conversion to qualify, route, and engage high-intent leads — automatically. It helped their sales team close deals 2x faster.

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Turn Every Form Fill-Out Into Your Next Customer

Trigger personalized emails and actions based on real-time behavior, not static lists.

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