Description
Conversion is an enterprise-grade, agentic marketing automation platform built to empower Marketing Operations (MOps) teams. It aims to replace traditional, often fragmented, marketing tools such as Marketo, Pardot, and HubSpot with a unified, AI-powered system. The platform's core value proposition lies in its ability to significantly accelerate campaign deployment and operational efficiency.
At its heart, Conversion offers a unified platform that consolidates disparate marketing tools into a single, flexible, AI-driven system. It achieves this by first unifying CRM and warehouse data into a flexible data model. This model supports custom objects, relationships, and events, allowing seamless integration with platforms like Salesforce, Snowflake, and BigQuery, creating a context layer purpose-built for marketing needs.
Key capabilities include a dynamic email studio with a drag-and-drop builder that integrates live CRM and warehouse fields for hyper-personalization. Its query engine and segmentation tools allow for the creation of sophisticated audiences based on CRM changes, product events, and enrichment data. Campaign management is streamlined with folders, tagging, and team collaboration features. Real-time workflows are built visually, incorporating branching, delays, and AI-powered actions.
Conversion also provides integrated tools for building branded forms and landing pages, eliminating the need for separate solutions. For enterprise clients, it offers robust Salesforce synchronization with bidirectional updates, conflict resolution, and comprehensive audit logs. Reporting is designed to tie campaign performance directly to pipeline and revenue, broken down by persona, segment, and lifecycle stage. Advanced personalization is supported through Liquid templating, and A/B testing is available for optimizing various campaign elements. Role-based access control (RBAC) ensures fine-grained permissions for teams.
The platform's agentic nature is a significant differentiator. "Conversion Agents" are designed to handle repetitive MOps tasks, including ticket management, quality assurance, reporting, and campaign builds, operating on schedules, triggers, or direct requests. These agents maintain context and adhere to approval models, with all outputs being reviewable, ensuring control and consistency.
Conversion is trusted by marketing teams seeking to automate, personalize, and scale their efforts without the burden of manual busywork. Its enterprise-grade security features, including SOC 2 Type II certification and GDPR compliance, along with SSO, provide confidence for large organizations. The platform is ideal for MOps professionals, marketing operations managers, and B2B marketing teams looking to enhance efficiency and campaign effectiveness through AI and unified data.
Conversion's Core Features
Agentic AI for campaign builds, QA, and reporting
Unified data model for CRM and warehouse data
Dynamic email studio with drag-and-drop builder
Real-time visual workflow builder
Integrated forms and landing page builder
Robust Salesforce sync with bidirectional updates
Advanced personalization with Liquid templating
A/B testing for campaign optimization
Fine-grained role-based access control (RBAC)
SOC 2 Type II certified and GDPR compliant
Query engine and segmentation tools
Campaign organization with folders and tagging
How to use Conversion?
Configure: Connect your CRM and warehouse data sources.
Define: Set up custom objects, relationships, and events.
Build: Design emails, forms, landing pages, and workflows.
Automate: Deploy AI agents for repetitive tasks and campaign execution.
Personalize: Utilize dynamic content and segmentation for hyper-personalization.
Analyze: Track campaign performance against pipeline and revenue.
Optimize: Use A/B testing to refine campaigns and workflows.
Conversion's Use Cases
- Automated Campaign Deployment
- Data Unification
- Hyper-Personalized Email
- Workflow Automation
- Audience Segmentation
- Enterprise Data Sync
- MOps Task Automation
- Landing Page Creation
