Conversion

Conversion is an AI-native marketing automation platform for enterprise B2B teams. Unify CRM, warehouse, and product data, then automate campaigns and sync data with AI agents.

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AI-native marketing automation for enterprise B2B teams

Conversion is an AI-native marketing automation platform for enterprise B2B teams, positioned for marketing operations teams replacing legacy MAPs such as Marketo, Pardot, and HubSpot. It combines campaign execution with a flexible data model so teams can use CRM, warehouse, and product data in the same system.

The platform centers on AI agents, unified data, and workflow automation. According to the site, Conversion Agents can handle tickets, QA, reporting, and campaign builds on a schedule, on a trigger, or on request, while the core platform supports segmentation, personalization, forms and pages, CRM sync, and reporting tied to pipeline and revenue.

Core capabilities

Flexible data model

Unify CRM, warehouse, and product data into one context layer with custom objects, relationships, and event streams. The model is built to represent more than flat contact lists.

Native Salesforce sync

Connect Salesforce with bidirectional sync, configurable conflict resolution, and detailed audit logs. The product says campaigns, leads, contacts, opportunities, and custom objects stay aligned in real time.

Warehouse-to-workflow activation

Bring modeled warehouse data directly into campaigns from systems like Snowflake, BigQuery, Databricks, and Redshift. The platform says this can be done without a separate reverse ETL layer.

Real-time workflows

Use the visual workflow builder to create branching, delay, and AI-assisted automations that trigger from CRM changes, product events, and enrichment data.

Dynamic email personalization

Build and send personalized email from a drag-and-drop studio with live CRM and warehouse fields, Liquid syntax, and dynamic content blocks.

Campaign measurement and testing

Track performance against pipeline and revenue, with reporting by persona, segment, and lifecycle stage. A/B testing is also available for subject lines, content, send times, and workflows.

Common ways teams use Conversion

Warehouse-native lifecycle marketing
Unify CRM and warehouse data so segments, personalization, and workflows can draw from the same context layer instead of separate systems.
Salesforce data synchronization
Run bidirectional Salesforce sync with audit trails and conflict resolution to keep leads, contacts, opportunities, and campaign members aligned.
Marketing operations automation
Automate repetitive marketing operations work such as ticket handling, QA, reporting, and campaign builds using AI agents on a schedule, trigger, or ad hoc request.
Campaign execution in one platform
Build branded forms, landing pages, email programs, and workflow-triggered campaigns without stitching together multiple point tools.
Cross-channel activation and scoring
Activate event, enrichment, advertising, and product signals in segmentation and scoring across the GTM stack.

Pros and Cons

Pros

Combines marketing execution with unified CRM, warehouse, and product data in one platform.
Supports bidirectional Salesforce sync with audit logging and conflict resolution.
Includes AI agents for repetitive marketing operations tasks such as tickets, QA, reporting, and campaign builds.
Offers multiple activation paths, including workflows, segmentation, email, forms, pages, and reporting.
Lists native connections across data warehouses, CRM, advertising, enrichment, sales engagement, productivity, and event tools.

Cons

Pricing is not published on the source pages provided, and the pricing URL returns a 404.
The site does not provide implementation timelines, packaging details, or plan limits on the pages reviewed.
Some integration details are broad rather than deeply specified, so fit for a particular stack may require a demo or docs review.

FAQ

Do you need engineering to configure Conversion?

Conversion is designed to be set up by marketing ops teams through the UI. The data model page says warehouse connections can be configured with read-only credentials, table and field mapping, and a sync schedule without SQL, dbt models, or engineering tickets.

What kinds of systems can Conversion connect to?

Conversion natively connects to Salesforce, Snowflake, BigQuery, Databricks, Redshift, PostgreSQL, REST APIs, webhooks, and CSV import. The integrations page also lists native connections across areas such as enrichment, sales engagement, data warehouses, advertising, webinars and events, ABM, call transcripts, in-app and SMS, productivity, and custom connections.

What is Conversion used for?

The source pages describe Conversion as a platform that combines data unification with marketing execution. It is positioned as useful for teams that want to segment, personalize, trigger workflows, and run campaigns from the same system that holds CRM, warehouse, and product data.

Is pricing published on the site?

No pricing details are available from the source pages provided. The pricing URL returns a 404, so the available evidence does not show plan names, tiers, or pricing shape.

How does the automation work?

The source pages describe real-time or near-real-time sync, bidirectional Salesforce updates, audit trails, and AI agents that can handle tickets, QA, reporting, and campaign builds. Specific implementation details beyond those descriptions are not provided.

Quick Facts

Category: AI-native B2B marketing automation platform
Primary users: Marketing operations teams
Source domain: conversion.ai
Data sources: Salesforce, Snowflake, BigQuery, Databricks, Redshift, PostgreSQL
Pricing: Not published on the reviewed pages
Compliance: SOC 2 Type II, GDPR, SSO/SAML