Flexible unified data model
Unify CRM, warehouse, and product data in one flexible model with custom objects, relationships, and event streams so campaigns can use more than flat contact fields.
Conversion is an AI-native B2B marketing automation platform for marketing operations teams. Unify CRM and warehouse data with AI agents to build, personalize, and launch campaigns.
Conversion is an AI-native B2B marketing automation platform for marketing operations teams. The site positions it as a replacement for legacy systems like Marketo, Pardot, and HubSpot, with the goal of unifying CRM and warehouse data and using AI agents to handle repetitive campaign work.
Its core model combines data unification, campaign execution, and reviewable agent output in one platform. Teams can connect systems such as Salesforce, Snowflake, BigQuery, Databricks, Redshift, and PostgreSQL, then use those inputs to build segments, trigger workflows, personalize messages, and report on campaign performance.
The product is designed around enterprise marketing operations use cases: bidirectional Salesforce sync, custom objects, workflow branching, email personalization, forms and landing pages, and approvals that keep agent-generated output reviewable before it ships.
Unify CRM, warehouse, and product data in one flexible model with custom objects, relationships, and event streams so campaigns can use more than flat contact fields.
Sync Salesforce bidirectionally with configurable conflict resolution, campaign sync, custom objects, and detailed audit trails built into the platform.
Build and activate audiences from CRM changes, product events, enrichment data, and warehouse tables using a query builder designed for marketing segmentation.
Run marketing work in a visual workflow builder with branching, delays, and AI-powered actions, including campaign builds, QA, reporting, and ticket handling.
Create personalized email programs with a drag-and-drop editor, live CRM and warehouse fields, dynamic blocks, and Liquid templating for conditional content.
Manage campaigns and team work with folders, tagging, collaboration controls, forms, landing pages, A/B testing, reporting, and RBAC.
Unify Salesforce, warehouse, and product signals into one model so lifecycle and campaign teams can segment and personalize without stitching together separate tools.
Use AI agents to draft campaign assets, prep audiences, handle QA, and route work for approval when a marketing ops team needs to ship recurring programs faster.
Build trigger-based workflows from CRM changes, product events, enrichment data, and warehouse tables for lead scoring, routing, and real-time engagement.
Connect ad, webinar, sales engagement, and product-usage sources to keep campaigns and audiences aligned across ABM, events, and outbound motions.
Conversion is built for marketing operations teams that need to unify CRM and warehouse data, automate campaign work, and coordinate reviews before changes ship. The site also positions it as a replacement for legacy MAPs such as Marketo, Pardot, and HubSpot.
The site says agents can handle tickets, QA, reporting, and campaign builds on a schedule, on a trigger, or when asked in chat. Outputs are reviewable and follow the same approval model as the rest of the platform.
Marketing ops teams can connect Salesforce, Snowflake, BigQuery, Databricks, Redshift, PostgreSQL, and other tools through native integrations, webhooks, or MCP. The integration page says native connections sync bidirectionally with automatic field and event mapping after authentication.
The data model page says warehouse connections can be configured through the UI with read-only credentials, where teams select tables and fields, map them to objects, and set a sync schedule. It also states there is no need for SQL, dbt models, or engineering tickets for that setup.
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