llms.txt
# Conversion
> AI-native B2B marketing automation platform that replaces Marketo for marketing operations teams. Built for B2B SaaS companies running complex, sales-led motions on Salesforce, it pairs a unified data model and AI agents with campaigns that ship in hours instead of weeks.
Conversion unifies CRM, warehouse, and product data into a single context layer, then lets marketers build and ship campaigns using AI-powered workflows, segmentation, and personalization. It consolidates marketing automation, customer data activation, reverse ETL, scoring, and enrichment into one platform.
Conversion is used by B2B marketing operations and revenue operations teams, typically alongside Salesforce CRM and a data warehouse like Snowflake, BigQuery, or Databricks. It is an alternative to legacy marketing automation platforms like Marketo, Pardot, and HubSpot Marketing Hub.
Key differentiators include a flexible data model with custom objects and scheduled warehouse syncs, AI agents that draft campaign work for review, Plays that personalize what every contact gets, and an implementation timeline of 2-4 weeks (compared to 8-12 weeks for legacy platforms). Note the distinction: implementation takes 2-4 weeks, while individual campaigns built on the platform ship in hours. Conversion has a SOC 2 Type II audit and a DPA covering GDPR and CCPA.
## Product
- [Campaigns](https://conversion.ai/campaigns): Campaigns that keep their emails, forms, workflows, and members together, relaunch by changing token values, track member statuses by campaign type, and sync both ways with Salesforce campaigns and with webinar and event platforms.
- [Journeys & Automations](https://conversion.ai/automations): Workflows that start from form fills, page visits, product events, Salesforce changes, or contacts meeting criteria, branch on any field or custom object, run AI steps, and record every run.
- [Segmentation & Audiences](https://conversion.ai/segmentation): One filter builder across contact, company, and opportunity fields, custom objects, and engagement, with plain-English filter generation, dynamic audiences that refresh every five minutes, and ad platform sync.
- [Email Studio](https://conversion.ai/email): Block-based email editor where one theme styles every block and section palettes restyle a whole section at once, contact, company, and opportunity fields drop into any line of copy, Liquid covers full control, and brand governance keeps every email on brand.
- [Landing Pages](https://conversion.ai/landing-pages): Pages built from sections and blocks with a Conversion form in any column, tuned for mobile, and published to one or more URLs on your verified domains. Pages can stay private or behind a password until launch, every publish is a version you can restore into the draft, and search, social, and tracking settings go live with each publish.
- [Forms](https://conversion.ai/forms): Drag-and-drop forms that write straight to your CRM, with progressive profiling, conditional fields, LinkedIn and Meta lead gen sync, and workflows that fire on submit.
- [Lead Scoring & Routing](https://conversion.ai/lead-scoring): Fit and engagement scoring with rules you can read (decay, caps, and frequency), AI that backtests the model nightly against closed-won and closed-lost deals and proposes changes with the evidence behind each, a letter grade for fit and a number for engagement, a plain-language reason on every contact's score, versioned publishing, and scores written to contact fields for audiences, workflows, and Salesforce. Round robin routing in workflows logs why each lead went where it did.
- [Agents](https://conversion.ai/agents): Agents that start from Slack, Linear, or a schedule, build drafts in your workspace, and wait for your review before anything goes live.
- [Plays](https://conversion.ai/plays): An agent on every contact and account. Set the goal once, and each Play decides what every person gets and when, personalizes every email, acts beyond email with ad audiences and AE alerts, and records a plain-English reason for every decision.
- [Mosaic](https://conversion.ai/mosaic): Attribution and reporting built into the platform, calculated from the activity already in Conversion.
- [Account-Based Marketing](https://conversion.ai/account-based-marketing): ABM in the platform that runs your email: target account audiences, buying group coverage, account activity, ad audiences, and 1:1 pages, ads, and emails from Plays.
- [Ads](https://conversion.ai/ads): Run paid from Conversion: build Google, Meta, and LinkedIn audiences on all your data, add people from any workflow or Play, and see the pipeline each campaign brings in. Lead gen leads come back as contacts.
- [Data Model & Custom Objects](https://conversion.ai/data-model): Custom objects linked to contacts, companies, and deals, Salesforce synced field by field (changes reach Salesforce in about ten seconds and come back every few minutes), and warehouse data loaded on a schedule from BigQuery, Snowflake, Databricks, Redshift, ClickHouse, and PostgreSQL.
- [Security & Governance](https://conversion.ai/security): SAML SSO, SCIM provisioning, and enforced MFA, built-in and custom roles, an audit log of changes across the workspace, tool-by-tool controls for every agent, zero data retention on Conversion AI model calls, and a SOC 2 Type II audit.
## Solutions
- [Marketing Ops](https://conversion.ai/solutions/marketing-ops): For MOps teams: custom objects and warehouse syncs in one data model, a Salesforce sync logged record by record, agents that work the request queue as drafts for review, and custom roles.
- [Marketing Leaders](https://conversion.ai/solutions/marketing-leaders): Attributed pipeline by channel, campaign, and asset with Mosaic, agents that take recurring work off the team, and one platform in place of the tools around a legacy MAP.
- [Demand Gen](https://conversion.ai/solutions/demand-gen): Clone last quarter's campaigns with tokens, build forms and landing pages, run ABM on target accounts and buying groups, nurture with Plays, route leads with round robin as they land, sync audiences to LinkedIn, Google, and Meta, and see pipeline by channel.
- [Lifecycle Engagement](https://conversion.ai/solutions/lifecycle-engagement): Product data in every campaign, lifecycle-stage workflows, AI-personalized content, cross-sell and upsell automation.
- [Migration](https://conversion.ai/solutions/migration): Guided migration from your current marketing automation platform with 2-4 week implementation.
## Comparisons
- [Conversion vs Marketo](https://conversion.ai/compare/marketo): Flexible data model, AI agents, native warehouse sync, modern email builder, 2-4 week implementation vs 8-12 weeks.
- [Conversion vs Pardot](https://conversion.ai/compare/pardot): Enterprise-grade custom objects, SQL-level segmentation, warehouse-native data, AI agents, and modern campaign tooling vs legacy Pardot/Account Engagement.
- [Conversion vs HubSpot](https://conversion.ai/compare/hubspot): Enterprise-grade custom objects, SQL-level segmentation, warehouse-native, advanced Salesforce sync, transparent pricing.
- [Conversion vs Iterable](https://conversion.ai/compare/iterable): Purpose-built for B2B teams on Salesforce vs B2C/PLG roots, native bidirectional Salesforce sync, account-aware data model, AI agents.
- [Conversion vs Customer.io](https://conversion.ai/compare/customer-io): Event-driven automation for B2B with no-code setup, native Salesforce sync, B2B account hierarchies, and pipeline attribution.
- [Conversion vs Hightouch](https://conversion.ai/compare/hightouch): Warehouse activation plus full marketing automation in one platform — no separate CDP + MAP stack.
## Customer Stories
- [People Data Labs](https://conversion.ai/customers/people-data-labs): Replaced Marketo and three other tools, cut campaign launch times from weeks to hours.
- [GovWell](https://conversion.ai/customers/govwell): Unified five tools and went live with inbound capture in under six weeks to keep marketing in lockstep with a fast-growing GovTech business.
- [Hostfully](https://conversion.ai/customers/hostfully): A single RevOps specialist runs 200K+ contacts with AI lead scoring and dynamic personalization, eliminating 100+ cloned segments after replacing Pardot.
## FAQ
- [How long does it take to migrate off Marketo?](https://conversion.ai/solutions/migration): Most teams are fully implemented and live on Conversion in 2-4 weeks, compared to 8-12 weeks or longer for legacy platform onboarding.
- [Does Conversion sync with Salesforce?](https://conversion.ai/data-model): Yes. Conversion has native, bidirectional Salesforce sync and runs alongside Salesforce CRM as the system of record.
- [What data warehouses does Conversion connect to?](https://conversion.ai/data-model): BigQuery, Snowflake, Databricks, Redshift, ClickHouse, and PostgreSQL, synced on a schedule as often as every 15 minutes, with no separate CDP required.
- [Who is Conversion built for?](https://conversion.ai/solutions/marketing-ops): B2B SaaS marketing operations and revenue operations teams running complex, sales-led motions on Salesforce, typically replacing Marketo or Pardot.
- [Is Conversion secure and compliant?](https://conversion.ai/security): Yes. Conversion has a SOC 2 Type II audit and a DPA covering GDPR and CCPA, supports SAML SSO, SCIM provisioning, and enforced MFA, and never trains AI models on customer data.
## Integrations
- [6sense](https://conversion.ai/integrations/6sense/): Feed predictive intent and buying-stage signals into workflows.
- [Airtable](https://conversion.ai/integrations/airtable/): Start Conversion agents from Airtable record changes, then let them update the record and reply in comments.
- [Apollo](https://conversion.ai/integrations/apollo/): Fill in job title, seniority, and firmographics from Apollo as contacts move through a workflow.
- [Asana](https://conversion.ai/integrations/asana/): Ingest tasks and let agents triage and resolve them automatically.
- [Attentive](https://conversion.ai/integrations/attentive/): Bring Attentive SMS engagement into Conversion as events that trigger workflows and build segments.
- [BigMarker](https://conversion.ai/integrations/bigmarker/): Bring BigMarker webinar registrations and attendance into campaigns and workflows.
- [BigQuery](https://conversion.ai/integrations/bigquery/): Segment and personalize from BigQuery without filing engineering tickets.
- [Bing Ads](https://conversion.ai/integrations/bing-ads/): Sync first-party audiences to Microsoft's search network and track ad-driven pipeline.
- [Chili Piper](https://conversion.ai/integrations/chili-piper/): Qualify, route, and book inbound meetings instantly from live CRM context.
- [Chorus](https://conversion.ai/integrations/chorus/): Bring conversation intelligence into scoring and lifecycle workflows.
- [Clay](https://conversion.ai/integrations/clay/): Send contacts to Clay from any workflow, enrich them there, and write the results back to Conversion fields.
- [ClickHouse](https://conversion.ai/integrations/clickhouse/): Sync contacts, custom objects, and events from ClickHouse Cloud or self-hosted servers with scheduled SQL.
- [ClickUp](https://conversion.ai/integrations/clickup/): Ingest tasks and let agents triage and complete them without handoffs.
- [Common Room](https://conversion.ai/integrations/common-room/): Bring community and product signals from Common Room into segments and workflows.
- [Contentful](https://conversion.ai/integrations/contentful/): Pull structured content into personalized emails and landing pages.
- [Customer.io](https://conversion.ai/integrations/customer-io/): Send a Customer.io track event for each contact that reaches a step in a Conversion workflow.
- [Cvent](https://conversion.ai/integrations/cvent/): Sync Cvent registrations, waitlists, and check-ins into field event campaigns every hour.
- [Databricks](https://conversion.ai/integrations/databricks/): Build segments and workflow triggers on lakehouse tables, synced from Databricks on the schedule you set.
- [Demandbase](https://conversion.ai/integrations/demandbase/): Bring account intent and engagement into orchestration and scoring.
- [Domo](https://conversion.ai/integrations/domo/): Use Conversion campaign and engagement data in Domo for campaign and pipeline reporting.
- [Dreamdata](https://conversion.ai/integrations/dreamdata/): Include Conversion engagement in Dreamdata attribution reporting across the buyer journey.
- [Fivetran](https://conversion.ai/integrations/fivetran/): Export contacts, email engagement, and custom events to your warehouse with an open-source Fivetran connector.
- [Framer](https://conversion.ai/integrations/framer/): Capture page visits and Framer form submissions in Conversion for workflows and segments.
- [G2](https://conversion.ai/integrations/g2/): Bring G2 buyer intent signals into segments and workflows.
- [Goldcast](https://conversion.ai/integrations/goldcast/): Register contacts on Goldcast events from Conversion, with registrations and attendance synced back.
- [Gong](https://conversion.ai/integrations/gong/): Turn call insights and conversation signals into campaign triggers.
- [Google Ads](https://conversion.ai/integrations/google-ads/): Sync audiences to Customer Match and tie each site visit to its campaign, ad group, ad, and keyword.
- [Google Analytics](https://conversion.ai/integrations/google-analytics/): Bring web engagement and conversion data into segmentation and reporting.
- [Hightouch](https://conversion.ai/integrations/hightouch/): Sync contacts and events from Hightouch models into Conversion for audiences and workflow triggers.
- [Influ2](https://conversion.ai/integrations/influ2/): Bring person-level ad engagement and intent from Influ2 into segments and workflows.
- [Jira](https://conversion.ai/integrations/jira/): Sync issues and let agents resolve tickets without manual handoffs.
- [Knak](https://conversion.ai/integrations/knak/): Sync emails built in Knak into Conversion as draft blasts or workflow emails.
- [LeanData](https://conversion.ai/integrations/leandata/): Route leads to the right owner the moment unified data updates a record.
- [Linear](https://conversion.ai/integrations/linear/): Let Conversion agents pick up Linear issues, work through attached files, and comment back.
- [LinkedIn Ads](https://conversion.ai/integrations/linkedin-ads/): Sync audiences to LinkedIn, turn Lead Gen Form leads into contacts, and trace site visits to the ad.
- [Luma](https://conversion.ai/integrations/luma/): Sync Luma registrations, waitlists, and check-ins into field event campaigns in real time.
- [MCP](https://conversion.ai/integrations/mcp/): Work with your Conversion data from Claude, ChatGPT, Cursor, and any MCP client.
- [Meta Ads](https://conversion.ai/integrations/meta-ads/): Sync audiences to Meta Custom Audiences and turn lead ad submissions into Conversion contacts.
- [Monday.com](https://conversion.ai/integrations/monday/): Pull in work items so agents can action and close them automatically.
- [Outreach](https://conversion.ai/integrations/outreach/): Trigger and update sequences from CRM, warehouse, and product signals.
- [Pendo](https://conversion.ai/integrations/pendo/): Trigger in-app guides and capture product usage as marketing signal.
- [Qualified](https://conversion.ai/integrations/qualified/): Turn website intent and live conversations into real-time campaign triggers.
- [Reachdesk](https://conversion.ai/integrations/reachdesk/): Send personalized gifts and swag based on real-time engagement signals.
- [Redshift](https://conversion.ai/integrations/redshift/): Sync warehouse models into the marketing data layer.
- [Salesforce](https://conversion.ai/integrations/salesforce/): Native two-way sync for leads, contacts, accounts, and campaign members, plus read-only opportunities.
- [Salesloft](https://conversion.ai/integrations/salesloft/): Keep cadences in sync with unified lifecycle, scoring, and intent data.
- [Segment](https://conversion.ai/integrations/segment/): Turn Segment track events into custom events on contacts that build audiences and trigger workflows.
- [Sendoso](https://conversion.ai/integrations/sendoso/): Trigger direct mail and gifts as part of automated lifecycle journeys.
- [Sequel](https://conversion.ai/integrations/sequel/): Register contacts on Sequel with instant join links, and sync sign-ups and live or on-demand attendance back.
- [Slack](https://conversion.ai/integrations/slack/): Post workflow alerts to your channels and work with a Conversion agent right inside Slack.
- [Snowflake](https://conversion.ai/integrations/snowflake/): Sync contacts, custom objects, and events from Snowflake with SQL you write, on a schedule you set.
- [Splash](https://conversion.ai/integrations/splash/): Sync Splash RSVPs, waitlists, and check-ins into field event campaigns every hour.
- [StackAdapt](https://conversion.ai/integrations/stackadapt/): Sync first-party audiences into programmatic campaigns across every channel.
- [Webflow](https://conversion.ai/integrations/webflow/): Capture page visits and form submissions from your Webflow site for workflows and segments.
- [Webhook](https://conversion.ai/integrations/webhook/): Call any API from a workflow, write the response back to fields, and send data in through the Conversion API.
- [Wistia](https://conversion.ai/integrations/wistia/): Register contacts for Wistia webinars from Conversion, with join links, sign-ups, and watch time synced back.
- [Wrike](https://conversion.ai/integrations/wrike/): Pull in tasks and projects so agents can action and resolve them.
- [Your Internal Tools](https://conversion.ai/integrations/internal-tools/): Our FDE team builds custom integrations with your internal tool stack.
- [Zapier](https://conversion.ai/integrations/zapier/): Create or update Conversion contacts from any Zap with a Webhooks by Zapier step.
- [Zoom Webinar](https://conversion.ai/integrations/zoom-webinar/): Register contacts on Zoom webinars from Conversion, with sign-ups, attendance, and join times synced back.
- [ZoomInfo](https://conversion.ai/integrations/zoominfo/): Append firmographic and contact data to every record in your pipeline.
- [Zuddl](https://conversion.ai/integrations/zuddl/): Bring Zuddl event registrations and attendance into campaigns and workflows.
## Optional
- [Blog](https://conversion.ai/blog): Perspectives on B2B marketing, AI agents, data infrastructure, and the modern marketing stack.
- [Livestreams](https://conversion.ai/livestreams): Live sessions and replays for marketing and RevOps leaders.
- [Events](https://conversion.ai/events): Dinners and in-person events for marketing and RevOps leaders.
- [Company](https://conversion.ai/company): About Conversion, the team, and our mission.
- [Book a Demo](https://conversion.ai/demo): Personalized walkthrough of the platform with a custom migration plan.
