Conversion

Conversion is a marketing automation platform for enterprise B2B teams that run Salesforce as their CRM. The homepage calls it "The agentic marketing automation platform" and says it lets marketing operations teams "Unify CRM and warehouse data, hand the repetitive work to AI agents, and ship campaigns in hours instead of weeks." It sends marketing email, nurture journeys and follow-ups from an email studio tied to live CRM and warehouse fields, and it adds forms, landing pages, lead scoring and routing, account-based orchestration and revenue attribution around that. The buyer is a marketing ops team at a B2B company with a sales team and a data warehouse, not a newsletter writer or an online shop: the platform describes itself as built for "B2B lifecycle marketing across CRM, warehouse, and product data".

What a sender actually gets

The core of the platform, which the site calls its "Core MAP", has eight parts.

Campaigns. One home per campaign, synced to Salesforce. A campaign holds every asset in one place: the invite email, the registration form, reminder workflows, audiences such as registered but not attended, and follow-up emails.

Email Studio. A drag-and-drop editor "with live CRM fields". Personalization uses Liquid templating, with dynamic content, conditional blocks and loops, and can reference live CRM and warehouse fields directly. The site notes that because Liquid is an industry standard, the skills a team builds in it are portable.

Journeys and automations. Workflows "for every handoff and alert", with visual multi-step orchestration, branching, delays, conditional exits and AI-powered decision nodes. Workflows can trigger from real-time CRM changes, warehouse data, product events and custom object updates as well as form submissions. The homepage example is a demo request form that classifies the contact's persona, updates the record and routes the lead round robin to a sales territory.

Segmentation and audiences. You can "Filter on any field, object, or behavior" in a visual builder that the site says gives SQL-level power without writing SQL. Segments can combine CRM, warehouse and product attributes, for example contacts at software and fintech companies with an opportunity in negotiation and a VP or Director title.

Landing pages and forms. Themed landing pages run on your own domain. Forms support progressive profiling and CRM mapping, and form submissions feed straight into workflows.

Lead scoring and routing. Rules-based scoring and grading sit alongside "AI-tuned scores and round robin routing". AI agents score and route leads on CRM, warehouse and product signals, so a score can reflect product usage and where an account sits in the funnel, and routing checks account ownership, deactivated reps, rotation position and daily capacity.

Salesforce Sync. Bidirectional, "with full audit logs". The sync covers Campaign membership and status tracking, task creation for sales handoff, object writes, Contact-first person creation and customizable field mappings, and every sync is recorded in both directions down to the records created, updated and failed.

The advanced features add to that. Agents take the marketing ops backlog: requests from Slack, Linear or a form become campaigns, an agent checks a campaign before it sends, reports are produced on request or on a schedule, agents build a campaign from a description using audience and customer context, and agents work through legacy campaigns during a migration. Every output is reviewable, under the same approval model. Plays give "An agent for every contact and account". Mosaic is attribution and reporting built into the platform, with pipeline and revenue attribution tied to Salesforce Campaigns and closed-won deals, broken down by persona, segment and lifecycle stage. Account-Based Marketing handles account-level orchestration. Ads syncs audiences to LinkedIn, Meta and Google. The Data Model and Custom Objects feature is a visual data model with custom objects and full relationship support (one-to-one, one-to-many, many-to-many), and Monitors watch every sync and model and flag a late or failed run.

Data, integrations and security on the pages

Warehouse connectivity is native. The comparison pages name Snowflake, BigQuery, Databricks, Redshift and PostgreSQL, configured through the interface by marketing ops, and the homepage diagram of the core data model lists Salesforce, Snowflake, BigQuery, Databricks, Segment and Redshift. Warehouse data joins CRM objects, custom objects and event streams in one model, so you can segment across accounts and warehouse data in a single query and trigger workflows from warehouse signals. Product events and behavioral data are ingested natively. The Integrations and API entry promises "Native connectors, REST API, and MCP", and a monitor example on the homepage shows an invoice sync from Stripe. An engineering post on the site says the platform syncs millions of customer records a day in from and out to its customers' CRMs.

On security, the homepage says: "SOC 2 Type II, GDPR, SSO, and role-based access come standard." It adds SAML, custom roles and audit logs, and says every object modeled and every record synced is logged and auditable. The site has a Trust Center with security, compliance and data privacy documentation, and the legal links include a DPA.

The pages carry no price list; the path in is "Book a demo" for a personalized walkthrough. Migration is offered as "Agent-run migration from any legacy MAP", and one migration guide describes a dedicated deployment strategist moving assets, scoring and grading models, lists and email templates, with Salesforce data syncing from day one. Support resources listed on the site are docs for users, developers and admins, livestreams, whitepapers and guides, a changelog, events and a blog.

Customers shown on the homepage include ClickHouse, Plaid, Webflow, Veriforce, Productboard, BuildOps, ACV Auctions, AMCS and People Data Labs.

Who it suits and who it does not

Conversion suits a B2B marketing ops team at a company that runs Salesforce, keeps product and customer data in a warehouse, and wants email nurture, scoring, routing and attribution to work from that data without an engineering project. The agents are aimed at the same team's backlog of campaign builds, QA and reports. The site also names product-led growth companies that sell through Salesforce as a fit.

It suits less well a business without Salesforce or without a sales-led motion, which the site itself says may be better served elsewhere, and it is not built for consumer messaging: the channels it focuses on are email, forms, landing pages, ad audiences and Salesforce actions, not SMS or push. Small senders looking for a published monthly plan will find a demo request instead.