Agents for marketing operations
Turn requests from Slack, Linear, or forms into campaign work. Agents can run on a schedule, respond to triggers, check campaigns before sending, and apply requested changes within the same conversation.
Conversion
AI marketing automation for B2B marketing operations and demand generation teams.
What is Conversion?
Conversion is a B2B marketing automation platform for marketing operations and demand generation teams replacing systems such as Marketo, Pardot, or HubSpot. It combines customer data, campaign creation, lead management, and revenue reporting with AI agents that handle operational tasks.
A shared context layer maps the business’s data model and connects customer records, brand guidance, and business rules. Agents use that context to build campaigns, check assets, and answer reporting requests, with outputs available for review.
What can Conversion do?
Customer data and dynamic audiences
Combine CRM and warehouse data, model custom business objects, and filter audiences using contact, account, and opportunity fields. The context layer incorporates relationships, customer activity, messaging, and approval rules.
Campaign creation and asset management
Manage emails, forms, landing pages, workflows, and audiences within one campaign. Clone campaigns and update shared tokens so assets inherit revised event dates, titles, and links.
Individualized nurture with Plays
Plays decide what each contact receives and when, using customer context. They can adjust timing, skip messages during active deals, or move inactive contacts into advertising audiences.
Account-based marketing
Track buying group engagement and roll up page visits, form submissions, email activity, and product events to account records. Link dynamic audiences to LinkedIn, Google, and Meta.
Lead routing and revenue reporting
Score and assign leads through workflows, including round-robin routing with explanations for ownership decisions. Mosaic reporting connects marketing channels to attributed pipeline; agents can generate reports on request or on a schedule.
Use Cases
“Run a webinar from invitation to follow-up”
A demand generation team can assemble registration assets and reminders, then send attendees a recording and a later demo offer. Contacts who book a demo can exit the follow-up journey.
“Coordinate outreach across target accounts”
An account marketing team can identify uncontacted or disengaged buying group members and use their shared account activity to guide outreach and advertising audiences.
“Handle inbound demo requests”
Marketing operations can trigger owner assignment when a form arrives and post the lead to a Slack channel, giving sales a defined handoff workflow.
“Replace an existing automation platform”
Teams moving from Marketo, Pardot, HubSpot, or Eloqua can use agent-assisted program mapping and rebuilding, supported by a dedicated deployment strategist who validates workflows, templates, and sync rules.
Frequently Asked Questions
Does the existing platform need to stop during migration?
Conversion runs alongside the existing platform while programs are rebuilt and validated against real data. The customer decides when migration is complete; programs that are not ready can remain on the previous system.
What support is included in the migration process?
A dedicated in-house deployment strategist owns the migration plan and quality checks, communicates through a shared Slack channel, and continues with monitoring, optimization, and training after go-live.
Can teams edit forms and landing pages directly?
Yes. The form builder links questions to contact fields and applies brand themes. The landing page editor includes a mobile view for adjusting how content stacks on phones.
What security and access controls does Conversion list?
The site lists SOC 2 Type II, GDPR, SSO, SAML, and role-based permissions. It also describes auditable record syncs and sync logs.
Quick Facts
- Category
- B2B marketing automation
- Primary users
- Marketing operations and demand generation teams
- Named data sources
- Salesforce, Snowflake, BigQuery, Databricks, Segment, Redshift
- Access
- Book a demo
- Website
- https://conversion.ai
Conversion Traffic Analysis
Traffic data is for reference only.
- Domain Rating
- 64
