Conversion

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Conversion is an AI-native B2B marketing automation platform that unifies CRM and warehouse data to automate campaigns. It uses AI agents to personalize messages and streamline marketing operations for enterprises.

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At a glance

Pricing

Enterprise

Free tier

API

—

Skill level

Technical

About

What is Conversion?

Conversion is an AI-native B2B marketing automation platform designed for enterprises, unifying CRM, warehouse, and product data into a single flexible model. It leverages AI agents to deeply understand customers, automate repetitive marketing operations, and personalize every message across the customer lifecycle. Key features include a drag-and-drop email studio with live CRM personalization, visual automation builders with real-time triggers, and AI-powered lead scoring and routing. The platform supports account-based marketing, lifecycle engagement, and offers guided migration from legacy systems like Marketo, HubSpot, and Pardot. It also provides robust security with SOC 2, GDPR, and RBAC compliance.

Best used for

Ideal for marketing leaders and marketing ops professionals who need to unify CRM and warehouse data, automate complex B2B campaigns with AI agents, and personalize customer journeys at scale. Especially valuable for enterprises migrating from legacy marketing automation platforms like Marketo or HubSpot.

Common actions

automate marketing campaigns

personalize customer engagement

unify marketing data

score leads with AI

manage B2B marketing

Capabilities

Key features

AI agents
Email Studio
Real-time automations
Unified data model
AI lead scoring
Account-based marketing
CRM sync

Target Audience

marketerproduct manager

Integrations

salesforcesnowflakebigqueryslack

Pricing & Plans

Enterprise

Not publicly disclosed. Check conversion.ai for current pricing.

FAQs

What kind of data can Conversion unify?

Conversion can unify CRM data (e.g., Salesforce), warehouse data (e.g., Snowflake, BigQuery), and product data into a single, flexible data model. This allows for a comprehensive view of customer interactions and behaviors.

How do AI agents function within Conversion?

AI agents in Conversion are trained on your business content to automate tasks like campaign creation, data analysis, personalization, and platform auditing. They help deploy multi-channel campaigns, surface insights, and ensure compliance.

Does Conversion support migration from other marketing platforms?

Yes, Conversion offers guided migration services for enterprises moving from platforms such as Marketo, HubSpot, and Pardot. This helps ensure a smooth transition of data and workflows to the new system.

What security and compliance standards does Conversion meet?

Conversion is SOC 2 Type II certified and compliant with GDPR. It also offers enterprise-grade security features like RBAC (Role-Based Access Control) and SSO (Single Sign-On) to protect your data.

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Productivity & Business › Workflow Automation

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