Conversion
AI-native B2B marketing automation platform that unifies CRM and warehouse data and uses AI agents to automate enterprise campaigns.
工具信息
什么是 Conversion？
Conversion is an agentic marketing automation platform for enterprises and MOps teams. It unifies CRM and warehouse data, automates work with AI agents, and enables rapid campaign building and shipping as a replacement for tools such as Marketo, Pardot, and HubSpot.
核心功能
Conversion Agents
AI agents that handle tickets, QA, reporting, and campaign builds on a schedule, trigger, or request, sharing the same context and approval model with reviewable outputs.
Flexible Data Model
Unify CRM and warehouse data into one flexible model with custom objects, relationships, and events, connecting sources such as Salesforce, Snowflake, and BigQuery into a marketing context layer.
Dynamic Email Studio
Drag-and-drop builder with live CRM and warehouse fields for hyper-personalizing messages using dynamic content blocks.
Query Engine & Segmentation
Trigger workflows from CRM changes, product events, and enrichment data, and build audiences with a powerful query builder.
Campaigns & Folders
Organize and manage campaigns at scale with folders, tagging, and team collaboration.
Real-Time Workflows
Visual workflow builder with branching, delays, and AI-powered actions that trigger in real time.
Forms & Pages
Build branded forms and landing pages that feed directly into workflows without separate tools.
CRM Sync & Auditing
Enterprise Salesforce sync with bidirectional updates, conflict resolution, and full audit logs.
Reporting
Campaign performance reporting tied to pipeline and revenue by persona, segment, and lifecycle stage.
Liquid Templating
Advanced personalization using Liquid syntax for conditional content, loops, and dynamic blocks.
A/B Testing
Test subject lines, content, send times, and workflows to optimize every touchpoint.
RBAC Controls
Fine-grained role-based access control for teams with enterprise-grade permissions.
使用场景
- #1
Marketing Operations
Flexible data model and tools built for campaign velocity for MOps teams.
- #2
Marketing Leadership
Pipeline visibility and reporting tied to revenue for marketing leaders.
- #3
Lead Scoring & Routing
AI scoring that combines CRM, warehouse, and product signals for lead scoring and routing.
- #4
Account-Based Marketing
Account-level orchestration with unified engagement tracking.
- #5
Lifecycle Engagement
Automated journeys for onboarding, expansion, and retention.
- #6
Migration
Guided migration from Marketo, HubSpot, or Pardot.
