tryconversion

What is Conversion?

Conversion is an AI-driven marketing automation platform designed for B2B enterprise marketing operations teams. It integrates CRM, data warehouses, email services, audience management, campaigns, forms, workflows, and revenue analysis into a unified data and execution environment.

The current focus of this product is to assist companies in replacing or integrating traditional marketing automation tools such as Marketo, Pardot, and HubSpot, and to use Conversion Agents for handling tasks related to campaign setup, quality checking, reporting, lead routing, and other repetitive operational activities.

Name and product identification

Currently, Conversion is operated by the Relentlo team; its official social media account uses the name tryconversion. In the past it was also known by names such as StyleAI. It should not be confused with the AI writing tool that previously used the name Conversion.ai and was later renamed Jasper.

Core functions

• Flexible data model: Unifies contacts, accounts, opportunities, subscriptions, usage events, and custom objects.
• CRM integration with data warehouses: Consolidates business data from Salesforce, Snowflake, BigQuery, and other sources.
• Dynamic email editor: Create personalized emails using drag-and-drop components and real-time data fields.
• Querying and segmentation: Building audiences based on CRM changes, product events, and supplementary data.
• Real-time workflow: Configure branches, delays, triggers, and AI actions.
• Marketing campaign management: Organize large-scale campaigns using folders, tags, and collaboration tools.
• Forms and landing pages: Collect leads and initiate subsequent marketing processes directly.
• Two-way CRM synchronization: Handles creation, updates, and conflicts, while also logging synchronization activities.
• Revenue report: Links pipelines to revenue by role, segment, and lifecycle stage.
• A/B testing: Compare subject lines, body texts, sending times, and workflow versions.
• Role permissions: Limit the scope of actions that different users can perform through fine-grained RBAC.
• AI agent: Executes auditable marketing operations tasks based on requests, events, or schedules.

What are Conversion Agents?

Conversion Agents represent an agent layer built on top of marketing automation platforms. These agents share the company’s CRM data, data warehouses, brand assets, and marketing context; they are not generic chat interfaces that are disconnected from the actual systems.

• Autonomous agent: Reads the briefing, prepares the activities and target audience, and carries out the actions after receiving manual approval.
• Chatbot: Answers natural language questions based on CRM, warehouse, and brand data.
• Scheduled agent: Generates reports on an hourly, daily, or weekly basis and delivers the results.
• Triggered agent: Runs when clues, forms, events, or synchronization events occur.
• Custom agents: Teams can describe new tasks and configure dedicated tools and permissions.

What tasks can agents accomplish?

• Handle marketing operation tickets and prepare the required campaign assets.
• Check the link, UTM parameters, fields, audience, and content before sending.
• Summarize the performance of activities, any anomalies, and pipeline changes on a periodic basis.
• Continuously monitor delivery rates, bounced emails, form errors, and data synchronization.
• Establish audiences and segments based on natural language requirements.
• Generate a summary for the new account and organize the relevant historical activities.
• Adjust the lifecycle stage or complete lead routing according to the rules.
• Optimize the subject line and sending time, while retaining manual review.
• Track intent, churn risk, and competitor mentions.
• Check licensing, cancellation, and marketing compliance requirements.

Three operating modes

Approval priority and auditable execution

The authorities emphasize that the operation of all agents generates outputs that can be reviewed, and by default these outputs are not sent, synchronized, or published without prior approval. Administrators can also specify which objects can be read from and written to by each agent.

• Each execution records the input, reasoning process, tool calls, and suggested output.
• The operator can approve, reject, or modify the agent’s outputs.
• Agents are read-only by default; specific permissions must be granted separately when writing to them.
• Historical runs can be replayed to examine the data and decision-making processes from that time.
• Separation of responsibilities should be maintained for activity dispatch, record updates, and cross-system synchronization.
• Sensitive operations still require compliance with the company’s internal approval and change management procedures.

Flexible data model

Conversion enables businesses to create custom objects, relationships, and events in addition to contacts, accounts, and opportunities. This allows subscription details, product usage, contracts, assets, or other business elements to be incorporated into marketing automation, rather than all of them being condensed into contact fields.

• Standard objects can be synchronized with Salesforce records.
• Custom objects are used to represent business entities specific to a company.
• Relationships are used to connect contacts, accounts, opportunities, and other objects.
• Events can represent product usage, billing, access, and changes in behavior.
• The unified context can be used by groups, workflows, emails, and agents.
• Before going live, it is necessary to clarify the ownership of the entities, the source of the master data, and the update priorities.

Integration of CRM and data warehouses

The platform focuses on connecting to Salesforce as well as data warehouses such as Snowflake and BigQuery, enabling marketing teams to utilize sales records, product behavior data, billing information, and various other types of data simultaneously. The developers emphasize that the warehouse objects and events can retain their original structure.

• Synchronize lead, contact, account, opportunity, and campaign information from CRM.
• Read product usage, subscription, and behavior events from the data warehouse.
• Workflows are triggered in real time based on changes in CRM fields or warehouse events.
• Write the results of the marketing processing back to the business system based on permissions.
• Log every creation, update, failure, and conflict resolution.
• Enterprises need to determine field mapping, latency, deduplication, and conflict resolution rules.

Dynamic Email Editor

Dynamic Email Studio offers drag-and-drop editing capabilities, and it allows direct use of fields from CRM systems and data warehouses. Teams can utilize dynamic content blocks and Liquid templates to modify the content of emails based on the attributes, relationships, or behaviors of the recipients.

• Use brand components to create reusable email templates.
• Insert contacts, accounts, products, and other real-time fields.
• Different information is displayed to different groups based on their specific conditions.
• Use loops and template logic to generate complex dynamic blocks.
• Test the subject line, body text, sending time, and other variables.
• Check for missing fields, default values, and unsubscribe options before sending.

Audience querying and real-time clustering

Query engines enable marketers to create target audiences based on CRM data, warehouse information, behavioral data, and additional information. Compared to regularly exporting static lists, real-time segmentation is more suitable for adapting to the ongoing changes in customer status.

• Filter by industry, region, role, and account attributes.
• Integrated with product usage, billing, and lifecycle events.
• Exclude contacts who have unsubscribed, have invalid addresses, or do not meet the licensing requirements.
• Create segmented audiences for ABM, nurturing, cross-selling, and reactivation.
• Use semantic search to find audiences, assets, or insights based on intent.
• Preview the number of recipients and samples before going live, to prevent query errors from affecting large-scale sending.

Real-time marketing workflow

Visual workflows support branching, delays, and AI-driven actions, and can be triggered by CRM changes, product events, or additional data. Teams can combine traditional rules with intelligent agent decisions.

• Upon the entry of new leads, qualification assessment and sales assignment are carried out.
• Educational or conversion emails are sent once key product behaviors occur.
• Update the audience and internal tasks when the account stage changes.
• After registering for the event, different follow-up paths are applied based on attendance status.
• If there are issues with abnormal return emails or delivery, subsequent sending is suspended.
• Wait for manual approval at high-impact nodes before proceeding.

Forms and landing pages

Conversion includes built-in brand forms and landing pages, which allow submission records to be directly written into the data model and workflows to be initiated. This reduces the need for additional form tools as well as synchronization delays.

• Registration for events, downloading of content, and requests for demonstrations.
• Configure fields, pages, and confirmation experience according to the brand’s requirements.
• Depending on the submitted content, different routing paths or development processes are followed.
• Use the source, activity, and UTM information for subsequent attribution.
• Monitor the number of form submissions and any abnormal changes.
• It is necessary to configure consent, privacy policies, handling of spam submissions, and data minimization.

Activity management and A/B testing

• Use folders and tags to organize by region, product, quarter, and event type.
• Enable the team to collaborate on unified activity objects while preserving versions.
• Test the email subject, content, sending time, and workflow policies.
• Link the test results to accounts, opportunities, pipelines, and revenue.
• Identify the success metrics, samples, and testing period in advance.
• Avoid changing too many variables at once, as this can make it impossible to interpret the results.

Reports and revenue analysis

The platform links campaign performance to pipelines and revenue, allowing results to be viewed by role, group, and lifecycle stage. The reporting agent can also generate summaries on a scheduled basis and flag any abnormalities.

• View email metrics such as deliveries, opens, clicks, conversions, and unsubscribes.
• Analyze the impact of marketing activities on leads, opportunities, pipelines, and revenue.
• Compare different audiences, roles, and life cycle stages.
• Abnormal traffic, delivery changes, or data synchronization issues have been detected.
• Send operational summaries to collaboration platforms such as Slack at regular intervals.
• The attribution results are still influenced by data completeness and the business model, and therefore cannot be regarded as absolute causes.

MCP and connection to external agents

According to the official documentation, Conversion provides MCP servers, which enable clients that are compatible with MCP to access audience, campaign, and platform context information. Teams can also invoke the agents configured in Conversion from external sources.

• Use the desktop AI assistant to retrieve marketing data and campaign assets.
• Invoke controlled marketing capabilities from development tools or other agents.
• Reuse the data model, permissions, and approval mechanisms of Conversion.
• Configure authentication and minimum permissions separately for external clients.
• Record the source of external calls to prevent the sharing of highly privileged credentials.

Which companies are suitable?

• B2B companies that are in the process of replacing Marketo, Pardot, or complex HubSpot instances.
• Organizations already have large amounts of customer and behavior data stored in CRM systems and data warehouses.
• The marketing operations team is constantly occupied with tickets, QA tasks, reports, and event preparation.
• Companies that need custom objects and complex GTM data models.
• Teams that require approval, auditing, permissions, and enterprise security capabilities.
• Organizations that wish to place AI agents on a real marketing execution platform rather than in a standalone chat tool.
• A revenue operations team that needs to link marketing results with the pipeline and revenue.

Typical use cases

• Automatically prepare activities, audiences, and email drafts from Slack briefings.
• Before each transmission, the links, fields, UTM parameters, and licensing conditions are automatically checked.
• The cultivation process is initiated in real time based on product usage and account changes.
• Combine CRM and warehouse data to form ABM account groups.
• Automatically generates weekly summaries of activities, pipelines, and delivery rates.
• Continuously monitor synchronization failures, form anomalies, and list health.
• Create a sales handover document when the criteria are met, and wait for approval.
• Unify the customer context across multiple systems, reducing the need for manual export and concatenation.

Steps to implement Conversion

1. Analyze existing marketing automation platforms, CRM systems, warehouse management systems, form handling tools, email services, and reporting processes.
2. Define standard objects, custom objects, relationships, events, and master data sources.
3. Select a quantifiable activity or operational process as a pilot for the migration.
4. Connect to the testing environment to verify field mapping, two-way synchronization, deduplication, and conflict resolution.
5. Migrate templates, audiences, license statuses, and workflows, and establish a comparison for verification.
6. Configure role permissions, SSO, approval queues, and the scope of agent tools.
7. Run in parallel for a period of time to verify delivery, data, reporting, and revenue metrics before making the switch.

Steps to create a marketing agent

1. Select repetitive tasks whose outputs can be reviewed, such as event QA or weekly reports.
2. Specify the trigger mechanism, the data that needs to be read, and the tools that can be used.
3. By default, read-only permissions are granted, with specific write operations allowed only for necessary objects.
4. Define the product structure, quality standards, prohibited items, and authorized approvers.
5. Use historical activities and abnormal cases to test accuracy and boundary behavior.
6. First, run in shadow mode without performing actual transmission or system writes.
7. Once the targets are met, automatic triggering is enabled gradually, with ongoing review of audit logs.

Security and Governance

The official website lists SOC 2 Type II, GDPR, SSO, SAML, and role-based access control, and emphasizes that customer data is not used to train shared models. Every synchronization operation, record, and agent activity is logged and audited.

• Access to accounts and functions is controlled through SSO and role-based permissions.
• Set the read and write ranges for agents based on the objects.
• CRM maintains logs for creation, updates, failures, and conflicts in bidirectional synchronization.
• Ensure that all actions of sending, synchronizing, and publishing go through manual approval.
• Review the data processing agreements, sub-processors, and retention and deletion rules.
• Mandatory controls are in place for unsubscribing, giving consent, and regional marketing regulations.
• Regularly review service account, MCP client, and external integration permissions.

Price and purchase methods

As of this verification, Conversion does not publicly disclose any fixed monthly fees, seat fees, or tiered pricing for contacts. The product is part of the Enterprise solution; a demonstration appointment is required, and a quote is provided based on the volume of data, emails, features, as well as the scope of implementation and support.

Costs that need to be confirmed before making a purchase

• Platform subscriptions are billed based on contacts, events, volume of emails, seats, or other metrics.
• Whether CRM, warehouses, Slack, Asana, and other connectors are included.
• Are there any additional capacity constraints or costs associated with running agents and invoking underlying models?
• The costs associated with implementing historical data, templates, workflows, and license status migrations.
• Dedicated support, service levels, training, and solution engineering services.
• The costs associated with data export, contract termination, and migration to other platforms.
• Prices and benefits may change; the final amounts are subject to the official quote and contract.

Product advantages

• Marketing agents are built directly on real data and execution platforms; they are not separate chat plugins.
• The flexible object and event model is suitable for complex B2B businesses, rather than focusing solely on contact tables.
• CRM and data warehouses together constitute the real-time marketing context.
• Mails, audiences, workflows, forms, and reports are all gathered on a unified platform.
• Priority in approval processes, defined permission levels, and comprehensive auditing help to reduce the risk of errors caused by intelligent agents.
• The three agent modes – scheduled, triggered, and chat – cover various operational tasks.
• The MCP server allows externally compatible clients to reuse the platform’s capabilities within controlled limits.

Usage restrictions and precautions

• There are no publicly available standard prices, making it difficult for small and medium-sized teams to determine whether their budget is appropriate.
• The platform is designed for enterprise MOps, and its implementation complexity is higher than that of simple email mass-sending tools.
• Poor CRM and warehouse data quality can directly affect clustering, reporting, and the outcomes of intelligent agents.
• Errors in the bidirectional synchronization configuration can overwrite or corrupt critical business records.
• AI agents can still make mistakes, and manual review is required for the sending of messages and the writing of data; these processes cannot be canceled.
• Migrating from traditional marketing platforms requires handling historical licenses, templates, workflows, and attribution methods.
• The official services are primarily aimed at the English-speaking market and B2B companies; for other regions, language verification, as well as support regarding messaging and regulations, is required.
• Using a unified platform increases reliance on suppliers; it is necessary to establish export and exit mechanisms in advance.

Comparison with traditional marketing automation platforms

GitHub, APIs, and open-source status

Conversion has the verified GitHub organization tapp-ai, which makes available certain general-purpose packages, examples, and connectors. The core marketing automation platform, the agent execution layer, and the hosting services are not released as complete open-source projects.

Basic information

Recommendation score

4.5 / 5. Conversion combines CRM, warehousing, marketing execution, and approval-based agents into a unified platform, making it suitable for B2B companies that deal with complex data and wish to replace traditional MAP systems; however, its pricing is not transparent, the migration process is labor-intensive, and it requires a high level of maturity in terms of data governance and marketing operations.

Frequently Asked Questions

What is Conversion mainly used for?

It unifies the customer data, emails, audience information, workflows, forms, and reports of B2B companies, and uses AI agents to handle repetitive marketing tasks.

Are Conversion and Jasper tools?

No. Current Conversion is an enterprise marketing automation platform; it should not be confused with the Jasper writing product, which in the past used the name Conversion.ai.

Can Conversion Agents send emails automatically?

Agents can prepare and carry out relevant tasks, but the authorities emphasize that any sending, synchronization, or publication requires manual approval.

Is Salesforce supported?

Supported: The platform offers two-way synchronization, conflict resolution, and detailed audit logs, and allows the use of both standard and custom objects.

Does it support data warehouses?

It supports databases such as Snowflake and BigQuery, and allows product usage, billing, and other events to be used as part of the marketing context.

How much is the conversion?

The official website does not disclose a fixed price; for the Enterprise version, an appointment is required for a demonstration, and the cost is determined based on the volume of data, emails, features, and the scope of implementation.

Does the agent need to be purchased separately?

According to the official information, Conversion Agents are included in every Enterprise package; the specific capacity and benefits still need to be confirmed through a contract.

Is MCP available?

MCP servers are provided to enable compatible clients to access the audiences, activities, and context within the platform, while also ensuring authentication and access control.

Are customer data used to train shared models?

Officials state that customer data will not be used to train shared models; companies should still review contracts, data processing agreements, and the model supply chain.

Is Conversion open source?

The core platform is not open-source, but the official tapp-ai organization has made available certain packages, examples, and connectors under the Apache 2.0 license.