Automation that knows your entire customer
Drag, drop, and deploy workflows across every data source. Trigger from CRM changes, warehouse queries, and real-time product events with AI at every decision point.
New lead created
Source Salesforce
AI lead scoring
Update contact.lead_score
Field branch
Branch on lead_score ≥ 80
Route to Enterprise AE
Round robin assignment
Create follow-up task
Due in 24 hours
Add to nurture
Drip sequence
Your automations are flying blind
Marketing automation hasn't changed much in a decade. Most tools still give you basic branching and static rules. Your workflows should be smarter than that.
Legacy MAPs
Rigid, rule-based, and slow
Clunky builders with basic if/then logic. Complex branching or real-time data requires engineering. Most teams just work around the limits.
iPaaS & Orchestration
Plumbing without context
Zapier and n8n move data between tools, but they don't understand your customers. No segmentation, no personalization, no attribution back to pipeline.
Conversion
Intelligent automation, full context
A visual builder with AI at every decision point. Branch on CRM fields, warehouse data, and product events in real time. Build in an afternoon what used to take an engineering sprint.
Drag, drop, ship
A canvas-based workflow builder with branching, delays, Salesforce actions, and more. No code required for any step, but extensible with webhooks and API actions when you need them.
Contact meets criteria
Click to view
Enrichment Agent
Update contact.lead_score
Field branch
Branch on contact.lead_score
Assign to sales
Round robin
Time delay
Wait 3 days
Trigger from anything. Branch on everything.
CRM field changes, warehouse query results, product events, form submissions, and API calls. Every data source in your stack becomes a workflow trigger.
CRM field change
Opportunity stage → Closed Won
Warehouse query match
NPS score dropped below 7
Product event
User visited pricing page
Form submission
Demo request submitted
API & webhooks
Enrichment data returned
Schedule & time-based
Renewal in 30 days
Prompt
|
Output values
AI at every decision point
Add AI-powered steps anywhere in your workflow. Scoring, routing, content selection, and next-best-action decisions that use your full customer context.
Workflows you couldn't build before
When your automations have access to every data source and AI at every decision point, entirely new categories of workflows become possible.
Route and engage new leads before your SDR opens Salesforce
AI scores inbound leads against your ICP, routes qualified ones to the right rep, and enrolls them in a personalized sequence. No manual touch required.
Surface upsell opportunities from product usage patterns
Combine warehouse usage data with CRM contracts to spot expansion-ready accounts. When usage spikes, alert the CSM and send a tailored upgrade path automatically.
Intervene on at-risk accounts before they go dark
Monitor engagement, support tickets, and NPS alongside CRM health data. When risk signals converge, trigger a coordinated save play across CSM, exec outreach, and re-engagement.
Re-engage lost deals with messaging tailored to why they said no
Pull in the loss reason and transcript summaries when a deal closes lost. AI crafts a recovery sequence addressing their specific objections with fresh proof points.
See every step a contact takes
Open any contact and trace their exact path through a workflow: which branches they hit, what conditions evaluated to, and what actions fired. The same canvas you build on becomes a real-time audit trail.
Sarah Chen
Finished 2m ago
James Park
Finished 8m ago
Maria Lopez
Finished 14m ago
Alex Rivera
In progress
Contact meets criteria
Click to view
Enrichment Agent
Score: 92 → High intent
Assign to sales
Routed to Jordan M.
Enterprise-grade workflows
Every feature built for marketing teams running complex, high-volume automation at scale.
Real-Time Event Triggers
Trigger from CRM changes, warehouse queries, product events, form submissions, and API calls as they happen.
Branching & Conditions
If/else, multi-path, and nested conditions using any field from CRM, warehouse, or product data.
Delays & Scheduling
Wait steps, business hours enforcement, and timezone-aware scheduling for global teams.
Webhooks & API Actions
Call external services mid-workflow. Enrich data, sync tools, or trigger actions.
AI Enrichment & Decisioning
Score, route, and personalize with AI steps that use customer context at every step.
Salesforce Lead Management
Create, update, and route leads natively. Sync fields, assign owners, and manage campaigns without leaving the workflow.
Goals & Exit Criteria
Auto-exit people when they convert. Track goal completion rates across every path.
Real-Time Analytics
Conversion rates, drop-off points, path performance, and revenue attribution per workflow.
Team Alerts & Notifications
Notify reps and managers via Slack or email when workflows hit key moments. Route alerts by territory, segment, or urgency.
Common questions
Everything you need to know about workflows in Conversion.
Workflows can trigger from CRM field changes on any Salesforce object, warehouse query matches, product events, form submissions, webhooks, and list membership changes. You can also enroll people manually or via API.
Your full data model is available for branching and conditions: every CRM object, warehouse table, and product event. You're not limited to fields that live inside the automation platform. If it's in your Salesforce or your warehouse, you can trigger and branch on it.
Send emails, update CRM fields, add to lists, call webhooks, and branch on conditions. AI steps can score, route, or classify records based on the full context of the person or account moving through the workflow.
Workflows can create and update Salesforce records directly: tasks, notes, campaign membership, field updates, and more. Everything flows back to your CRM so your sales team sees the full picture without leaving Salesforce.
Our deployment strategists work with your team to map your existing automation logic into Conversion workflows. It's a white-glove migration, not a self-service import, so nothing gets lost in translation.
See workflows in action
Book a demo to see how Conversion automates your entire go-to-market with AI-powered workflows.