Conversion: B2B Marketing Automation Platform
Conversion helps B2B marketing and revenue operations teams automate personalized messaging. It is designed for organizations that need to trigger campaigns based on product usage data from a data warehouse.
At a glance
- Category
- Marketing
- Best for
- B2B Marketing Operations managers, Revenue Operations teams, Mid-market companies using Salesforce, Enterprise B2B software companies
- Pricing
- Pricing is based on the number of marketable contacts at a standard rate. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Closed-Loss Nurture, Persona-Based Campaigns, Upsell and Cross-Sell Motions, Lifecycle Email Orchestration
- Integrations
- Salesforce, Snowflake
- Official website
- www.conversion.ai/
Conversion is a marketing automation platform designed for B2B companies. It connects CRM data with data warehouse information to create a view of customer behavior, which allows teams to build campaigns based on real time events rather than static lists.
The tool is intended for marketing and revenue operations teams, particularly those at mid-market and enterprise levels who use Salesforce. It supports the management of data models, including custom objects and relationships, to help personalize messaging.
Key capabilities include two-way synchronization with Salesforce and a WYSIWYG email editor. It is designed to support various lifecycle motions, such as lead qualification and expansion campaigns.
Buyers should confirm if their current data stack includes a data warehouse, such as Snowflake, if they intend to use product-led automation features, as these rely on the platform's flexible data model.
Key Features
Supports bi-directional syncing of contacts, companies, opportunities, and custom object fields, including Salesforce campaign synchronization.
Includes a tool that allows users to use natural language queries to manipulate data warehouse information and build custom fields or objects.
Supports custom objects, events, and relationships synced from CRMs and data warehouses to help create targeted audiences.
A WYSIWYG editor for creating emails with reusable content blocks and live CRM fields.
Supports branching logic triggered by CRM changes, product events, or enrichment data.
Provides a history of inbound and outbound sync events to help monitor data health and identify failures.
Use Cases
Automating re-engagement for lost opportunities by using CRM data and call transcripts to personalize email copy.
Using enrichment data to label contacts by persona and deliver tailored content.
Triggering expansion campaigns based on product usage signals, such as seat limits or feature adoption.
Managing the customer journey through automated onboarding, newsletters, and transactional alerts.
Best For
Integrations
Pricing
Pricing is based on the number of marketable contacts at a standard rate. Buyers should confirm current pricing on the vendor website.
FAQ
Conversion identifies records by Salesforce Record ID rather than just email, which helps maintain a 1:1 relationship and supports bi-directional sync for campaign members and statuses.
While the platform supports SQL, it includes an AI SQL editor that allows users to write natural language queries to manipulate data and build custom fields.
Conversion is designed for high-growth B2B companies and enterprises with complex CRM and warehouse data needs.
Source category: Marketing
Source subcategory: Marketing Automation
