# Conversion Docs

- [Introduction](https://docs.conversion.ai/product-docs/introduction.md): The modern marketing automation platform, built for B2B businesses.
- [Glossary](https://docs.conversion.ai/product-docs/glossary.md): Breakdown of terms and concepts in Conversion, and how they compare to other platforms.
- [Contacts Overview](https://docs.conversion.ai/product-docs/records/contacts/overview.md): An overview of contacts in Conversion.
- [Viewing Contacts](https://docs.conversion.ai/product-docs/records/contacts/viewing-contacts.md): Filter, search, and organize your contacts list with views, columns, and saved filters.
- [Creating Contacts](https://docs.conversion.ai/product-docs/records/contacts/creating-contacts.md): Add new contacts to Conversion manually or import them in bulk from a CSV file.
- [Contact Record](https://docs.conversion.ai/product-docs/records/contacts/contact-record.md): View and edit a contact's details, company information, opportunities, and system metadata.
- [Activity](https://docs.conversion.ai/product-docs/records/contacts/activity.md): Explore the full activity log and engagement history on a contact record.
- [Default Fields](https://docs.conversion.ai/product-docs/records/contacts/default-fields.md): Complete reference for all default fields for Conversion Contacts, their sync modes, and Salesforce field mappings.
- [Companies Overview](https://docs.conversion.ai/product-docs/records/companies/overview.md): An overview of companies in Conversion.
- [Viewing Companies](https://docs.conversion.ai/product-docs/records/companies/viewing-companies.md): Filter, search, and organize your companies list with views, columns, and saved filters.
- [Company Record](https://docs.conversion.ai/product-docs/records/companies/company-record.md): View and edit a company's details, associated contacts, opportunities, and activity history.
- [Default Fields](https://docs.conversion.ai/product-docs/records/companies/default-fields.md): Complete reference for all Conversion Company default fields, their sync modes, and Salesforce field mappings.
- [Opportunities Overview](https://docs.conversion.ai/product-docs/records/opportunities/overview.md): An overview of sales opportunities synced from Salesforce in Conversion.
- [Viewing Opportunities](https://docs.conversion.ai/product-docs/records/opportunities/viewing-opportunities.md): Filter, search, and organize your opportunities list with views, columns, and saved filters.
- [Opportunity Record](https://docs.conversion.ai/product-docs/records/opportunities/opportunity-record.md): View and edit an opportunity's details, company information, and contact relationships.
- [Opportunity Contact Roles](https://docs.conversion.ai/product-docs/records/opportunities/opportunity-contact-roles.md): Understand how contacts are linked to opportunities through Opportunity Contact Roles (OCRs).
- [Custom Objects](https://docs.conversion.ai/product-docs/records/custom-objects/overview.md): Model your own business data, such as subscriptions, products, or projects, as records in Conversion and link them to contacts, companies, and opportunities.
- [Understanding Custom Objects](https://docs.conversion.ai/product-docs/records/custom-objects/understanding-custom-objects.md): A first-time guide to custom objects: how objects, records, fields, and relationships fit together, explained with diagrams.
- [Emails Overview](https://docs.conversion.ai/product-docs/emails/overview.md): Send targeted, on-brand emails to your audience with Conversion's built-in email tools.
- [Email Performance](https://docs.conversion.ai/product-docs/emails/performance.md): Monitor open rates, click-through rates, bounce rates, and unsubscribe rates across your active emails.
- [Recipients](https://docs.conversion.ai/product-docs/emails/recipients.md): View and understand the recipient list and delivery statuses for individual emails in Conversion.
- [Sender, Reply-To & CC](https://docs.conversion.ai/product-docs/emails/sender-reply-to-and-cc.md): Choose who an email comes from, where replies go, and which teammates are copied on each send.
- [Email Templates](https://docs.conversion.ai/product-docs/emails/templates.md): Save and reuse email designs to maintain visual consistency and speed up email creation.
- [Email Themes](https://docs.conversion.ai/product-docs/emails/themes.md): Set your brand's email look once. Every email you build picks it up automatically.
- [Blasts](https://docs.conversion.ai/product-docs/emails/blasts/overview.md): Send one-time emails to a specific audience or contact group in Conversion.
- [Creating a Blast](https://docs.conversion.ai/product-docs/emails/blasts/creating-a-blast.md): Walk through the steps to create, configure, and send a blast email in Conversion.
- [Workflow Emails](https://docs.conversion.ai/product-docs/emails/workflow-emails/overview.md): Emails that send automatically when referenced inside a Workflow in Conversion.
- [Email Builder](https://docs.conversion.ai/product-docs/emails/email-builder/overview.md): Design blast and workflow emails with Conversion's drag-and-drop email builder.
- [Email Blocks](https://docs.conversion.ai/product-docs/emails/email-builder/blocks.md): Reference for every content block available in the Conversion email builder.
- [Theme & Settings](https://docs.conversion.ai/product-docs/emails/email-builder/theme.md): Pick the workspace theme an email uses, take theme updates, and set the page-level options that are per-email.
- [Preview & Test Send](https://docs.conversion.ai/product-docs/emails/email-builder/preview-and-test-send.md): Preview your email across viewports and send a test to verify rendering before going live.
- [Bot Detection](https://docs.conversion.ai/product-docs/emails/bot-detection.md): How Conversion identifies and filters out bot activity from your email engagement metrics.
- [Workflows](https://docs.conversion.ai/product-docs/workflows/overview.md): Automate message delivery, data enrichment, and record updates with configurable workflow sequences.
- [Pausing and Resuming Workflows](https://docs.conversion.ai/product-docs/workflows/pausing-and-resuming.md): Understand what happens to contacts and automations when you pause or resume a workflow.
- [Workflow Editor](https://docs.conversion.ai/product-docs/workflows/editor.md): Build and configure workflows using the visual drag-and-drop editor.
- [Workflow Runs](https://docs.conversion.ai/product-docs/workflows/runs.md): Monitor individual contact progress, filter by status, and inspect per-node execution details in the Runs tab.
- [Criteria-Based Trigger](https://docs.conversion.ai/product-docs/workflows/triggers/criteria-based.md): Trigger a workflow when a contact meets criteria you define using the Unified Query Engine.
- [Event-Based Triggers](https://docs.conversion.ai/product-docs/workflows/triggers/event-based.md): Trigger a workflow when a contact performs an action or a database change occurs.
- [Scheduled Trigger](https://docs.conversion.ai/product-docs/workflows/triggers/scheduled.md): Trigger a workflow on a recurring daily or weekly schedule.
- [Called by Another Workflow](https://docs.conversion.ai/product-docs/workflows/triggers/called-by-workflow.md): Trigger a workflow when it is called from another workflow.
- [API Trigger](https://docs.conversion.ai/product-docs/workflows/triggers/api.md): Trigger a workflow programmatically by calling the Conversion API.
- [Magic Enrich](https://docs.conversion.ai/product-docs/workflows/nodes/magic-enrichment.md): Use AI to automatically standardize, classify, and enrich contact and company data within your workflows.
- [Apollo Enrichment](https://docs.conversion.ai/product-docs/workflows/nodes/apollo-enrichment.md): Automatically pull firmographic and contact data from Apollo into your Conversion variables during a workflow.
- [Send Email](https://docs.conversion.ai/product-docs/workflows/nodes/send-email.md): Send personalized emails to contacts as they progress through a workflow.
- [Slack Messages](https://docs.conversion.ai/product-docs/workflows/nodes/slack-messages.md): Send automated Slack notifications and alerts from your workflows to keep your team in sync.
- [Email Alert](https://docs.conversion.ai/product-docs/workflows/nodes/email-alert.md): Send internal email notifications to team members when contacts reach a specific point in a workflow.
- [Create Salesforce Task](https://docs.conversion.ai/product-docs/workflows/nodes/create-salesforce-task.md): Create a follow-up task in Salesforce as contacts progress through a workflow.
- [Link to Salesforce Campaign](https://docs.conversion.ai/product-docs/workflows/nodes/link-to-salesforce-campaign.md): Link contacts to a Salesforce campaign as they progress through a workflow.
- [Assign to Salesforce Lead Queue](https://docs.conversion.ai/product-docs/workflows/nodes/assign-to-salesforce-lead-queue.md): Route a contact's lead record to a Salesforce lead queue as contacts progress through a workflow.
- [Sync Contact](https://docs.conversion.ai/product-docs/workflows/nodes/sync-contact.md): Sync a contact to your connected CRM according to your sync settings.
- [Update Field](https://docs.conversion.ai/product-docs/workflows/nodes/update-field.md): Set or clear field values on a contact record as they pass through a workflow.
- [Update Audience](https://docs.conversion.ai/product-docs/workflows/nodes/update-audience.md): Add or remove contacts from audiences as they progress through a workflow.
- [Update Subscription Status](https://docs.conversion.ai/product-docs/workflows/nodes/update-subscription-status.md): Change a contact's email subscription status within a workflow, with built-in compliance safeguards.
- [Update Topic Subscription](https://docs.conversion.ai/product-docs/workflows/nodes/update-topic-subscription.md): Subscribe a contact to, or unsubscribe a contact from, specific marketing topics within a workflow.
- [Assign Owner](https://docs.conversion.ai/product-docs/workflows/nodes/assign-owner.md): Assign a contact owner as contacts progress through a workflow.
- [Delete Contact](https://docs.conversion.ai/product-docs/workflows/nodes/delete-contact.md): Permanently delete a contact from Conversion, and optionally from Salesforce, as part of a workflow.
- [Update Campaign Member](https://docs.conversion.ai/product-docs/workflows/nodes/update-campaign-member.md): Update a contact's campaign membership and status in your CRM as they progress through a workflow.
- [Update Campaign Member Field](https://docs.conversion.ai/product-docs/workflows/nodes/update-campaign-member-field.md): Set or clear a field value on a contact's campaign member record as they pass through a workflow.
- [Remove Campaign Member](https://docs.conversion.ai/product-docs/workflows/nodes/remove-campaign-member.md): Remove a contact from a CRM campaign as they progress through a workflow.
- [If/Else Branch](https://docs.conversion.ai/product-docs/workflows/nodes/if-else-branch.md): Route contacts down different paths by evaluating multiple conditions sequentially.
- [Trigger Workflow](https://docs.conversion.ai/product-docs/workflows/nodes/trigger-workflow.md): Start another workflow for the contact from within the current workflow.
- [Exit](https://docs.conversion.ai/product-docs/workflows/nodes/exit.md): End a contact's journey through the workflow at a specific point.
- [Time Delay](https://docs.conversion.ai/product-docs/workflows/nodes/time-delay.md): Pause a contact in your workflow for a fixed duration before they proceed to the next step.
- [Wait Until Condition Met](https://docs.conversion.ai/product-docs/workflows/nodes/wait-until-condition-met.md): Pause a contact in your workflow until they satisfy a specific condition.
- [Wait For](https://docs.conversion.ai/product-docs/workflows/nodes/wait-for.md): Hold contacts until a specific day of the week and time of day before they proceed in the workflow.
- [HTTP Request](https://docs.conversion.ai/product-docs/workflows/nodes/http-request.md): Call any external API from a workflow and write values from the response back onto contact and company fields.
- [Audiences Overview](https://docs.conversion.ai/product-docs/audiences/overview.md): Segment your contacts into targeted groups for use across emails, workflows, and ads.
- [Creating an Audience](https://docs.conversion.ai/product-docs/audiences/creating-an-audience.md): Create audiences from filter criteria, a blank list, or a CSV import in Conversion.
- [Managing an Audience](https://docs.conversion.ai/product-docs/audiences/managing-an-audience.md): Add, remove, search, and export contacts within an audience in Conversion.
- [Ads Audiences](https://docs.conversion.ai/product-docs/audiences/ads-audiences.md): Sync your Conversion audiences to ad platforms so targeting stays up to date automatically.
- [Forms Overview](https://docs.conversion.ai/product-docs/forms/overview.md): An overview of how website forms work in Conversion
- [Forms SDK](https://docs.conversion.ai/product-docs/forms/forms-sdk.md): Submit, listen to, and enrich Conversion form submissions programmatically with the Forms SDK
- [Lead Generation Forms](https://docs.conversion.ai/product-docs/forms/lead-gen-forms/overview.md): Sync Meta and LinkedIn lead generation forms into Conversion so ad leads become contacts automatically.
- [Meta Lead Generation Forms](https://docs.conversion.ai/product-docs/forms/lead-gen-forms/meta.md): Sync Meta (Facebook and Instagram) lead ad forms into Conversion.
- [LinkedIn Lead Generation Forms](https://docs.conversion.ai/product-docs/forms/lead-gen-forms/linkedin.md): Sync LinkedIn lead gen forms into Conversion.
- [Conditional Fields](https://docs.conversion.ai/product-docs/forms/conditional-fields.md): Show or hide form fields dynamically based on other answers or what you already know about a contact
- [Form Contact Creation](https://docs.conversion.ai/product-docs/forms/contact-creation.md): How forms create and update contact data
- [Framer](https://docs.conversion.ai/product-docs/forms/installation/framer.md): How to install the Conversion Forms SDK on your Framer website
- [Webflow](https://docs.conversion.ai/product-docs/forms/installation/webflow.md): How to install the Conversion Forms SDK on your Webflow website
- [Form Dashboard Overview](https://docs.conversion.ai/product-docs/forms/dashboard/overview.md): Overview tab of the forms dashboard
- [Form Builder](https://docs.conversion.ai/product-docs/forms/dashboard/form-builder.md): Design your embedded Conversion forms with our form builder
- [Form Submissions](https://docs.conversion.ai/product-docs/forms/dashboard/submissions.md): View all your form submissions in the "Submissions" tab
- [Form General Settings](https://docs.conversion.ai/product-docs/forms/dashboard/settings/general.md): The general settings tab of your form
- [Form Field Settings](https://docs.conversion.ai/product-docs/forms/dashboard/settings/fields.md): Configure field mappings for your form
- [Advanced Form Settings](https://docs.conversion.ai/product-docs/forms/dashboard/settings/advanced.md): Advanced form settings for accessing and updating data on Conversion embedded forms
- [Landing Pages Overview](https://docs.conversion.ai/product-docs/landing-pages/overview.md): Build, publish, and measure landing pages in Conversion, served from your own domain.
- [Building a Landing Page](https://docs.conversion.ai/product-docs/landing-pages/building-a-page.md): Use the landing page builder to add sections and blocks, style them, and preview the page on any device.
- [Landing Page Themes](https://docs.conversion.ai/product-docs/landing-pages/themes.md): Set fonts, colors, and styles once and use them across every landing page.
- [Publishing and Versions](https://docs.conversion.ai/product-docs/landing-pages/publishing.md): Publish landing page changes, view earlier versions, and restore them into your draft.
- [URLs and Domains](https://docs.conversion.ai/product-docs/landing-pages/urls-and-domains.md): Serve a landing page from a domain you own by adding a URL and verifying its DNS records.
- [Access and Passwords](https://docs.conversion.ai/product-docs/landing-pages/access.md): Control who can open a published landing page: everyone, password holders, or workspace members only.
- [Landing Page Analytics](https://docs.conversion.ai/product-docs/landing-pages/analytics.md): See views, visitors, form submissions, conversion rate, and traffic sources for a landing page.
- [Content Overview](https://docs.conversion.ai/product-docs/content/overview.md): Understand the files and assets you upload to Conversion, including files and media.
- [Public Files](https://docs.conversion.ai/product-docs/content/public-files.md): Upload files to Conversion and share them with a publicly accessible link.
- [Media](https://docs.conversion.ai/product-docs/content/media.md): Upload and manage media assets used across your Conversion workspace.
- [Campaigns Overview](https://docs.conversion.ai/product-docs/campaigns/overview.md): Group related assets and contacts around a specific marketing effort to attribute revenue, consolidate data, and streamline your programs.
- [Campaign Members](https://docs.conversion.ai/product-docs/campaigns/members.md): Add contacts to a campaign and track their progression through member statuses.
- [Campaign Assets](https://docs.conversion.ai/product-docs/campaigns/assets.md): Build a campaign's emails, forms, workflows, and files inside the campaign itself.
- [Salesforce Campaign Sync](https://docs.conversion.ai/product-docs/campaigns/salesforce-sync.md): Connect Conversion campaigns to Salesforce campaigns to keep members and statuses in sync.
- [Custom Campaigns](https://docs.conversion.ai/product-docs/campaigns/custom-campaigns.md): Create a campaign with the member statuses you define, for any marketing effort you run.
- [Webinars Overview](https://docs.conversion.ai/product-docs/campaigns/webinars/overview.md): Run your webinar program in Conversion: register contacts into Zoom, Sequel, or Goldcast, track attendance automatically, and keep Salesforce up to date.
- [Creating a Webinar](https://docs.conversion.ai/product-docs/campaigns/webinars/creating-a-webinar.md): Create a webinar in Conversion and connect it to the session on your webinar platform.
- [Webinar Platform Sync](https://docs.conversion.ai/product-docs/campaigns/webinars/platform-sync/overview.md): Connect your webinar platform so registrations and attendance flow into Conversion automatically.
- [Adding the Zoom App](https://docs.conversion.ai/product-docs/campaigns/webinars/platform-sync/zoom/connecting-zoom.md): Connect your Zoom account to Conversion over OAuth to sync webinar registrations and attendance.
- [Using the Zoom App](https://docs.conversion.ai/product-docs/campaigns/webinars/platform-sync/zoom/using-zoom.md): Sync Zoom webinars with Conversion to manage registrations, personalize invites, and track attendance automatically.
- [Zoom Troubleshooting](https://docs.conversion.ai/product-docs/campaigns/webinars/platform-sync/zoom/troubleshooting.md): Fixes for common issues when connecting or using the Zoom integration.
- [Removing the Zoom App](https://docs.conversion.ai/product-docs/campaigns/webinars/platform-sync/zoom/removing-zoom.md): Disconnect Conversion from Zoom, remove the app from your Zoom account, and understand what happens to your data.
- [Sequel](https://docs.conversion.ai/product-docs/campaigns/webinars/platform-sync/sequel.md): Connect Sequel to Conversion with your API credentials to sync webinar registrations and attendance.
- [Goldcast](https://docs.conversion.ai/product-docs/campaigns/webinars/platform-sync/goldcast.md): Connect Goldcast to Conversion with an API token to sync webinar registrations and attendance.
- [Wistia](https://docs.conversion.ai/product-docs/campaigns/webinars/platform-sync/wistia.md): Connect Wistia to Conversion with an API token to sync webinar registrations and attendance.
- [Webinar Members](https://docs.conversion.ai/product-docs/campaigns/webinars/members.md): Add contacts to a webinar, track them from invited through attended, and use their join link and attendance in your emails.
- [Webinar Salesforce Sync](https://docs.conversion.ai/product-docs/campaigns/webinars/salesforce-sync.md): Mirror a webinar to a Salesforce campaign so registration and attendance reach your CRM.
- [Automating Webinars](https://docs.conversion.ai/product-docs/campaigns/webinars/automating-webinars.md): Register contacts automatically and send different follow-ups to attendees and no-shows.
- [Field Events Overview](https://docs.conversion.ai/product-docs/campaigns/field-events/overview.md): Run conferences, tradeshows, and dinners in Conversion: pull registrations and check-ins from Cvent, Luma, or Splash, derive no-shows, and keep Salesforce up to date.
- [Creating a Field Event](https://docs.conversion.ai/product-docs/campaigns/field-events/creating-a-field-event.md): Create a field event in Conversion, choose its type, and fill in or sync the event's details.
- [Field Event Platform Sync](https://docs.conversion.ai/product-docs/campaigns/field-events/platform-sync/overview.md): Connect your event platform so event details, registrations, and check-ins flow into Conversion automatically.
- [Cvent](https://docs.conversion.ai/product-docs/campaigns/field-events/platform-sync/cvent.md): Connect Cvent to Conversion so event details, registrations, and check-ins sync into your field events.
- [Luma](https://docs.conversion.ai/product-docs/campaigns/field-events/platform-sync/luma.md): Connect Luma to Conversion with an API key so registrations and check-ins sync into your field events in real time.
- [Splash](https://docs.conversion.ai/product-docs/campaigns/field-events/platform-sync/splash.md): Connect Splash to Conversion with API credentials from your Splash Customer Success Manager so event details, RSVPs, and check-ins sync into your field events.
- [Field Event Members](https://docs.conversion.ai/product-docs/campaigns/field-events/members.md): Add contacts to a field event, map your statuses to the meanings integrations write, and see how registrations, check-ins, and no-shows land.
- [Field Event Salesforce Sync](https://docs.conversion.ai/product-docs/campaigns/field-events/salesforce-sync.md): Mirror a field event to a Salesforce campaign so registrations and attendance reach your CRM.
- [Campaign Types](https://docs.conversion.ai/product-docs/campaigns/settings/types.md): Define campaign types with custom member statuses to structure how contacts progress through campaigns.
- [Scoring Overview](https://docs.conversion.ai/product-docs/scoring/overview.md): Rank contacts by who they are and how they engage, with fit, engagement, and total scores.
- [Scoring Rules](https://docs.conversion.ai/product-docs/scoring/rules.md): Award or subtract points with fit rules and engagement activity rules.
- [Scoring Settings](https://docs.conversion.ai/product-docs/scoring/settings.md): Choose which contacts to score, set score ranges and tiers, and write scores to contact fields.
- [Publishing and Versions](https://docs.conversion.ai/product-docs/scoring/publishing.md): Edit a draft, preview its impact, publish it, and manage a score's versions.
- [Admin User Integration](https://docs.conversion.ai/product-docs/sync/salesforce/setup/admin-user-setup.md): Connect your Salesforce organization to Conversion using a Salesforce administrator user.
- [Integration User Setup](https://docs.conversion.ai/product-docs/sync/salesforce/setup/integration-user-setup.md): Connect your Salesforce organization via an integration user to Conversion.
- [Review contact sync settings](https://docs.conversion.ai/product-docs/sync/salesforce/setup/check-sync-settings.md): Review Salesforce record and field sync rules, then verify one contact before using the data.
- [Field Sync Preferences](https://docs.conversion.ai/product-docs/sync/salesforce/setup/field-sync-preferences.md): Control how each field syncs between Conversion and Salesforce with five flexible sync modes.
- [Configuring Default Record Types](https://docs.conversion.ai/product-docs/sync/salesforce/setup/record-type-setup.md): Set the default record type assigned when Conversion creates new records in Salesforce, including Leads, Contacts, Accounts, and Campaigns.
- [Contacts and Companies](https://docs.conversion.ai/product-docs/sync/salesforce/contacts-companies.md): Learn how Conversion contacts and companies relate to your Salesforce records.
- [Field Mappings](https://docs.conversion.ai/product-docs/sync/salesforce/field-mappings.md): How Conversion maps fields between Salesforce objects and Conversion contacts and companies.
- [Custom Fields](https://docs.conversion.ai/product-docs/sync/salesforce/custom-fields.md): How to add custom fields to your Salesforce sync
- [Object Sync Preferences](https://docs.conversion.ai/product-docs/sync/salesforce/sync-preferences.md): Configure how your data syncs between systems.
- [Syncing Out](https://docs.conversion.ai/product-docs/sync/salesforce/syncing-out.md): How Conversion syncs data updates out to Salesforce.
- [Data Warehouse Sync](https://docs.conversion.ai/product-docs/sync/data-warehouse/overview.md): Connect your data warehouse to sync contacts, custom objects, and events into Conversion.
- [Google BigQuery](https://docs.conversion.ai/product-docs/sync/data-warehouse/big-query.md): Connect Google BigQuery to sync contacts, custom objects, and events into Conversion.
- [Snowflake](https://docs.conversion.ai/product-docs/sync/data-warehouse/snowflake.md): Connect Snowflake to sync contacts, custom objects, and events into Conversion.
- [ClickHouse](https://docs.conversion.ai/product-docs/sync/data-warehouse/clickhouse.md): Connect ClickHouse to sync contacts, custom objects, and events into Conversion.
- [Databricks](https://docs.conversion.ai/product-docs/sync/data-warehouse/databricks.md): Connect Databricks to sync contacts, custom objects, and events into Conversion.
- [Syncing Custom Objects from a Warehouse](https://docs.conversion.ai/product-docs/sync/data-warehouse/custom-objects.md): A guide for data administrators setting up a data warehouse sync into Conversion custom objects for the first time.
- [Syncing Custom Events from a Warehouse](https://docs.conversion.ai/product-docs/sync/data-warehouse/custom-events.md): A guide for data administrators setting up a data warehouse sync that loads product usage and other activity into Conversion as custom events.
- [Sending Events from Segment](https://docs.conversion.ai/product-docs/sync/segment/sending-events.md): Forward Segment track events to Conversion so you can segment contacts and trigger workflows off product usage data.
- [Syncing Contacts from Hightouch](https://docs.conversion.ai/product-docs/sync/hightouch/syncing-contacts.md): Connect Hightouch to Conversion and create or update contacts from your Hightouch models.
- [Syncing Audiences from Hightouch](https://docs.conversion.ai/product-docs/sync/hightouch/syncing-audiences.md): Keep audience membership in sync with Hightouch, with optional contact creation and updates.
- [Sending Events from Hightouch](https://docs.conversion.ai/product-docs/sync/hightouch/sending-events.md): Send events from Hightouch to Conversion to build audiences and trigger workflows.
- [Fivetran](https://docs.conversion.ai/product-docs/sync/export/fivetran.md): Export Conversion contacts, events, campaigns, workflows, audiences, and Mosaic touchpoints into your warehouse with our open-source Fivetran connector.
- [Unified Query Engine](https://docs.conversion.ai/product-docs/unified-query-engine/overview.md): Learn how to segment and filter contacts throughout Conversion.
- [Folders Overview](https://docs.conversion.ai/product-docs/folders/overview.md): Organise your workflows, emails, forms, and campaigns with a folder hierarchy in Conversion.
- [Managing Folders & Campaigns](https://docs.conversion.ai/product-docs/folders/managing-folders-and-campaigns.md): Create, move, rename, and delete folders, campaigns, and assets in Conversion.
- [Tokens](https://docs.conversion.ai/product-docs/folders/tokens.md): Set reusable values on folders and campaigns that populate automatically across every asset inside them.
- [Liquid Overview](https://docs.conversion.ai/product-docs/liquid/overview.md): Create dynamic, personalized content using Liquid syntax in emails, workflows, and webhooks.
- [Trigger Context Reference](https://docs.conversion.ai/product-docs/liquid/trigger-context-reference.md): Complete reference for all workflow trigger types and their available Liquid fields.
- [Tracking Script](https://docs.conversion.ai/product-docs/tracking/tracking-script.md)
- [Traffic Channels](https://docs.conversion.ai/product-docs/tracking/traffic-channels.md): The traffic channels Conversion categorizes page visits into.
- [Settings Overview](https://docs.conversion.ai/product-docs/workspace-settings/overview.md): Find your way around Settings in Conversion: account settings that apply only to you, and workspace settings shared by everyone in your business.
- [Profile](https://docs.conversion.ai/product-docs/workspace-settings/account/profile.md): Manage your name, profile picture, role, and the personal context Conversion AI uses when working on your behalf.
- [Password and Security](https://docs.conversion.ai/product-docs/workspace-settings/account/security.md): Protect your Conversion account with 2-step verification and passkeys, and review the browsers and devices you're signed in on.
- [General](https://docs.conversion.ai/product-docs/workspace-settings/general/overview.md): Set your workspace name and upload the logo and icon used in emails and landing pages.
- [AI](https://docs.conversion.ai/product-docs/workspace-settings/ai/overview.md): Give Conversion AI the business context and brand voice it needs: a workspace description, standing instructions, reference documents, and writing samples.
- [AI Connections](https://docs.conversion.ai/product-docs/workspace-settings/ai/connections.md): Connect Slack, Linear, Airtable, and Asana so they can start agent sessions, and add MCP servers that give Conversion AI chats and agents external tools.
- [Connect the GitHub MCP server](https://docs.conversion.ai/product-docs/workspace-settings/ai/platform-guides/github.md): Give Conversion AI chats and agents access to a GitHub repository by adding GitHub's remote MCP server with a fine-grained personal access token.
- [Connect HubSpot to Conversion](https://docs.conversion.ai/product-docs/workspace-settings/ai/platform-guides/hubspot.md): Create an MCP connector in HubSpot, then add it to Conversion so AI chats and agents can use your HubSpot account.
- [Connect Marketo to Conversion](https://docs.conversion.ai/product-docs/workspace-settings/ai/platform-guides/marketo.md): Create a dedicated API-only user and LaunchPoint service in Marketo, then add the Marketo MCP server to Conversion.
- [Connect Iterable to Conversion](https://docs.conversion.ai/product-docs/workspace-settings/ai/platform-guides/iterable.md): Create a server-side API key for your Iterable project, then add the MCP server for your data center to Conversion.
- [Connect Pardot to Conversion](https://docs.conversion.ai/product-docs/workspace-settings/ai/platform-guides/pardot.md): Create a Salesforce Connected App and confirm your Account Engagement integration user, then add the Pardot MCP server to Conversion.
- [Members](https://docs.conversion.ai/product-docs/workspace-settings/members/overview.md): Manage who has access to your Conversion workspace, their roles, and pending invitations.
- [Access control](https://docs.conversion.ai/product-docs/workspace-settings/access-control/overview.md): Control who can access what in your Conversion workspace with roles and teams.
- [Teams](https://docs.conversion.ai/product-docs/workspace-settings/access-control/teams.md): Group members into teams that share a set of permissions in your Conversion workspace.
- [Identity and Access](https://docs.conversion.ai/product-docs/workspace-settings/identity-and-access/overview.md): Configure authentication, single sign-on, and provisioning for your Conversion workspace.
- [Set up your identity provider for SAML SSO](https://docs.conversion.ai/product-docs/workspace-settings/identity-and-access/saml-sso-setup.md): Connect Conversion to your identity provider (IdP) to enable SAML single sign-on for members.
- [Overview](https://docs.conversion.ai/product-docs/workspace-settings/emails-and-domains/overview.md): Configure communication limits, link tracking, marketing topics, and one-click unsubscribe behavior for email sending in Conversion.
- [Domains](https://docs.conversion.ai/product-docs/workspace-settings/emails-and-domains/domains.md): Configure a custom tracking domain and add and verify sending domains to improve email deliverability in Conversion.
- [Senders](https://docs.conversion.ai/product-docs/workspace-settings/emails-and-domains/senders.md): Manage the email addresses that can be used as the sender or reply-to address for blasts and workflow emails in Conversion.
- [Recipients](https://docs.conversion.ai/product-docs/workspace-settings/emails-and-domains/recipients.md): Manage the inbox validation bypass list for email recipients in Conversion.
- [Integrations](https://docs.conversion.ai/product-docs/workspace-settings/integrations/overview.md): Connect your website, webhooks, Slack, webinar and event platforms, Apollo, and Knak to Conversion, and manage API keys.
- [Website](https://docs.conversion.ai/product-docs/workspace-settings/integrations/website.md): Connect your website to enable first-party data collection and analytics in Conversion.
- [Webhooks](https://docs.conversion.ai/product-docs/workspace-settings/integrations/webhooks.md): Send contact data from Conversion to external endpoints in real time.
- [Slack](https://docs.conversion.ai/product-docs/workspace-settings/integrations/slack.md): Connect a Slack workspace to send team notifications from Conversion workflows.
- [Webinar Integrations](https://docs.conversion.ai/product-docs/workspace-settings/integrations/webinars.md): Connect Zoom, Sequel, or Goldcast to sync webinar registrations and attendance into Conversion.
- [Field Event Integrations](https://docs.conversion.ai/product-docs/workspace-settings/integrations/field-events.md): Connect Cvent, Luma, or Splash to sync field event registrations and check-ins into Conversion.
- [Apollo Integration](https://docs.conversion.ai/product-docs/workspace-settings/integrations/apollo.md): Connect your Apollo account to Conversion and configure the required permissions.
- [Knak](https://docs.conversion.ai/product-docs/workspace-settings/integrations/knak.md): Connect Knak to Conversion so emails built in Knak sync into Conversion as blasts or workflow emails.
- [API](https://docs.conversion.ai/product-docs/workspace-settings/integrations/api.md): Generate and manage API keys to authenticate programmatic requests to Conversion.
- [Ads](https://docs.conversion.ai/product-docs/workspace-settings/ads/overview.md): Connect ad platforms, link ad accounts, control ad tracking, and choose the fields used to match audiences in your Conversion workspace.
- [Overview](https://docs.conversion.ai/product-docs/workspace-settings/crm-and-syncing/overview.md): Connect Salesforce and control how data flows into and out of your Conversion workspace.
- [Data Warehouse Connections and Syncs](https://docs.conversion.ai/product-docs/workspace-settings/crm-and-syncing/data-warehouse.md): Connect Snowflake, BigQuery, or ClickHouse and configure scheduled syncs that import contacts, custom objects, and events into Conversion.
- [Sync Activity](https://docs.conversion.ai/product-docs/workspace-settings/crm-and-syncing/sync-activity.md): Monitor every sync between Conversion and your CRM, understand timestamps and batching, and look up what each sync message means.
- [Objects](https://docs.conversion.ai/product-docs/workspace-settings/objects/overview.md): Manage the objects in your Conversion workspace: contacts, companies, opportunities, campaign members, and your own custom objects.
- [Fields](https://docs.conversion.ai/product-docs/workspace-settings/objects/fields.md): Create and manage the fields on each object in your Conversion workspace, and link them to fields in Salesforce.
- [Campaigns](https://docs.conversion.ai/product-docs/workspace-settings/campaigns/overview.md): Manage campaign types, campaign fields, and campaign member fields for your workspace.
- [Tokens](https://docs.conversion.ai/product-docs/workspace-settings/tokens/overview.md): Define the tokens that folders and campaigns can assign values to.
- [Imports and Exports](https://docs.conversion.ai/product-docs/workspace-settings/imports-and-exports/overview.md): Review the history of CSV imports and exports in your Conversion workspace and download their files.
- [Background Actions](https://docs.conversion.ai/product-docs/workspace-settings/background-actions/overview.md): Monitor large duplications, dynamic audience refreshes, and Salesforce field backfills while they run in the background.
- [Data Retention](https://docs.conversion.ai/product-docs/workspace-settings/data-retention/overview.md): Submit a request to delete data associated with your Conversion workspace.
- [File Hosting](https://docs.conversion.ai/product-docs/workspace-settings/public-files/overview.md): Configure your slug, verify your domain, and add the allowed origins used to serve public files from your own domain.
- [GDPR + Conversion Overview](https://docs.conversion.ai/product-docs/gdpr/overview.md)
- [Data Subject Requests](https://docs.conversion.ai/product-docs/gdpr/data-subject-requests.md): How Conversion supports access, deletion, rectification, portability, and opt-out requests, and how to submit a request to Conversion.
- [Data Deletion](https://docs.conversion.ai/product-docs/gdpr/data-deletion.md): How personal data is erased from Conversion, and how to submit or action a deletion request.
- [Do Not Share/Sell](https://docs.conversion.ai/product-docs/ccpa/do-not-share-sell.md): How Conversion honors do-not-share and do-not-sell requests and excludes those contacts from downstream ad audience syncs.
- [Getting started](https://docs.conversion.ai/product-docs/user-guide/overview.md): Build emails and workflows, work with contact data, and use Conversion AI to prepare a webinar campaign.
- [Build your first email](https://docs.conversion.ai/product-docs/user-guide/first-email.md): Choose or create an email theme, build a welcome email, preview it for a contact, and prepare it for a workflow.
- [Personalize with the Liquid Builder](https://docs.conversion.ai/product-docs/user-guide/liquid.md): Insert contact data, ask AI to write Liquid, and preview the result for different contacts.
- [Find contacts with the Statement Builder](https://docs.conversion.ai/product-docs/user-guide/statements.md): Build a contact filter by hand, understand AND and OR, and ask AI to generate or refine a statement.
- [Build your first workflow](https://docs.conversion.ai/product-docs/user-guide/first-workflow.md): Build and test a welcome workflow, then choose nodes for follow-up messages, branches, and waits.
- [Use chat beside your work](https://docs.conversion.ai/product-docs/user-guide/chat.md): Ask about the page you are viewing, request a focused change, and review edits before applying them.
- [Build a webinar campaign agent](https://docs.conversion.ai/product-docs/user-guide/first-agent.md): Turn a webinar brief into a webinar, email drafts, and workflows that you can review before launch.
- [Enrich contacts with Clay](https://docs.conversion.ai/product-docs/guides/enrich-contacts-with-clay.md): Send contacts from a Conversion workflow to Clay, enrich them, and write the results back to Conversion.
- [Test your Salesforce sync](https://docs.conversion.ai/product-docs/guides/test-salesforce-sync.md): Run a checklist of contact and campaign member syncs to confirm Conversion and Salesforce are syncing correctly.
- [Organize your folders and campaigns](https://docs.conversion.ai/product-docs/guides/folder-organization.md): Recommended folder structures, naming conventions, and templates to keep your Conversion workspace easy to navigate.
- [Introduction](https://docs.conversion.ai/product-docs/conversion-ai/introduction.md): AI built into Conversion that can understand your audience and create marketing assets on your behalf.
- [Glossary](https://docs.conversion.ai/product-docs/conversion-ai/glossary.md): Terms and concepts used in Conversion AI.
- [Tool Calls](https://docs.conversion.ai/product-docs/conversion-ai/tool-calls.md): The full list of actions Conversion AI can take on your behalf.
- [Creating and Editing](https://docs.conversion.ai/product-docs/conversion-ai/editing.md): How Conversion AI creates new assets and proposes edits to existing ones, and how you approve them.
- [Approvals](https://docs.conversion.ai/product-docs/conversion-ai/approvals.md): Which actions pause for your confirmation before Conversion AI runs them.
- [Files and Sandbox](https://docs.conversion.ai/product-docs/conversion-ai/files-and-sandbox.md): What you can attach to a chat, and what Conversion AI can do with files in its sandbox.
- [FAQ](https://docs.conversion.ai/product-docs/conversion-ai/faq.md): Common questions about Conversion AI.
- [Overview](https://docs.conversion.ai/product-docs/conversion-ai/agents/overview.md): Configured AI teammates that own a job and run on their own, triggered by Slack, Linear, a schedule, or a webhook.
- [Triggers](https://docs.conversion.ai/product-docs/conversion-ai/agents/triggers.md): Start an agent from Slack, Linear, Airtable, Asana, a schedule, or a webhook.
- [Slack](https://docs.conversion.ai/product-docs/conversion-ai/agents/slack.md): Connect Slack so an agent can answer questions, respond to mentions, and react in your channels.
- [Linear](https://docs.conversion.ai/product-docs/conversion-ai/agents/linear.md): Connect Linear so an agent can pick up work from issues, process attached files, and comment back.
- [Airtable](https://docs.conversion.ai/product-docs/conversion-ai/agents/airtable.md): Start an agent from a record change, process attachments, and continue the conversation in record comments.
- [Asana](https://docs.conversion.ai/product-docs/conversion-ai/agents/asana.md): Connect Asana so an agent can pick up work from tasks in your projects, process attached files, and comment back.
- [Overview](https://docs.conversion.ai/product-docs/mcp/overview.md): Connect external AI tools to your Conversion workspace through the Model Context Protocol.
- [Connecting](https://docs.conversion.ai/product-docs/mcp/connecting.md): Add Conversion to your AI client by server URL, then sign in and authorize a business.
- [Tools](https://docs.conversion.ai/product-docs/mcp/tools.md): What the Conversion MCP server can read, create, and edit.
- [Differences from Chat](https://docs.conversion.ai/product-docs/mcp/differences.md): Shared product tools, feature gates, and the runtime differences between MCP and Conversion AI in chat.
- [API Overview](https://docs.conversion.ai/api-reference/overview.md): Learn how the Conversion API works, including base URLs, response formats, and error handling.
- [Authentication](https://docs.conversion.ai/api-reference/authentication.md): Authenticate your API requests using an API key.
- [Upsert Contact](https://docs.conversion.ai/api-reference/upsert-contact.md): Create a new contact or update an existing one. Contacts are identified by `email` or `cnvContactId`. If the contact exists, its fields are updated; if not, a new contact is created.
- [Batch Upsert Contacts](https://docs.conversion.ai/api-reference/batch-upsert-contacts.md): Create or update up to 1,000 contacts in a single request, with a result for each contact. Optionally pass `audienceId` to add successfully upserted contacts to a static audience.
- [Get Contact](https://docs.conversion.ai/api-reference/get-contact.md): Fetch a single contact by `email` or `cnvContactId`. Provide exactly one identifier; `cnvContactId` takes precedence when both are provided.
- [Track Event](https://docs.conversion.ai/api-reference/track-event.md): Record a custom event for a contact.
- [Batch Track Events](https://docs.conversion.ai/api-reference/batch-track-events.md): Record up to 200 custom events in a single request. Each event is processed independently.
- [Trigger Workflow](https://docs.conversion.ai/api-reference/trigger-workflow.md): Trigger an API-triggered workflow for a specific contact.
- [List Fields](https://docs.conversion.ai/api-reference/list-fields.md): List field definitions, including IDs, keys, data types, and relationship metadata. With no filters, returns standard-object fields. Pass `customObjectId` to list fields for one custom object. Requires field view permission and view access to that custom object.
- [Create Field](https://docs.conversion.ai/api-reference/create-field.md): Create a field on a standard or custom object. Use `POST /v2/fields/relationships` to link two objects.
- [Create Relationship Fields](https://docs.conversion.ai/api-reference/create-relationship-fields.md): Create a field on `source` that links each record to one `target` record, plus a read-only reverse field on `target` that lists those records. This doesn't link any records.
- [Batch Upsert Custom Object Records](https://docs.conversion.ai/api-reference/batch-upsert-custom-object-records.md): Create or update up to 200 records of one custom object in a single request, with a result for each record. Records are matched by `objectId`.
- [List Forms](https://docs.conversion.ai/api-reference/list-forms.md): List tracked, published Conversion-native forms with basic metadata. External forms (custom HTML) and ad lead-gen forms (LinkedIn, Meta) are excluded, as are untracked, archived, and never-published forms.
- [Get Form](https://docs.conversion.ai/api-reference/get-form.md): Get a tracked, published Conversion-native form by id, including the fields of its published definition. Each field's `fieldId` is the key used to reference the field in the forms JavaScript API and in submission data. `DROPDOWN` and `MULTI_CHECKBOX` fields also list their selectable `options`, so y…
- [Add Contact to Audience](https://docs.conversion.ai/api-reference/add-contact-to-audience.md): Add a contact to a static audience. The contact is identified by `cnvContactId`, `userId`, or `email`.
- [Remove Contact from Audience](https://docs.conversion.ai/api-reference/remove-contact-from-audience.md): Remove a contact from one static audience, identified by cnvContactId, userId, or email, in that order. Does not delete the contact, update fields, change subscription status, or remove other audience memberships. Returns success if the contact or membership is already absent. Requires audience edit…
- [List Campaigns](https://docs.conversion.ai/api-reference/list-campaigns.md): List your custom campaigns with their type, `sfdcCampaignId`, and member count. Only custom campaigns are exposed by this API; webinars and blasts are not returned. Archived campaigns are excluded. Member statuses are not included here; fetch them as `type.statuses` from `GET /v2/campaigns/{campaign…
- [Get Campaign](https://docs.conversion.ai/api-reference/get-campaign.md): Get a custom campaign by id, including its description and its campaign type's member statuses as `type.statuses`. Statuses are returned in the type's configured progression order. Archived campaigns return 404.
- [Add Campaign Member](https://docs.conversion.ai/api-reference/add-campaign-member.md): Add one member to a custom campaign by email. Same rules as `POST /v2/campaigns/{campaignId}/members/batch`: the contact is created if it does not exist, adding is an idempotent upsert, and status progression is forward-only for existing members.
- [Batch Add Campaign Members](https://docs.conversion.ai/api-reference/batch-add-campaign-members.md): Add up to 200 members to a custom campaign by email, creating contacts that do not exist yet. Adding is an idempotent upsert: a contact already in the campaign has its status updated instead of being added twice.
- [Export Contacts](https://docs.conversion.ai/api-reference/export-contacts.md): Bulk, incremental export of contacts, ordered by `updatedAt` ascending. Each contact's fields are flattened under `fields`, keyed by their label.
- [Export Email Events](https://docs.conversion.ai/api-reference/export-email-events.md): **Deprecated.** Use [Export Contact Events](/api-reference/export-contact-events) with `types` set to the `EMAIL_*` types you need. It returns the same events, with the email detail and `emailName` in each event's `email` object. To move an existing walk over without re-reading it, send its last cur…
- [Export Custom Events](https://docs.conversion.ai/api-reference/export-custom-events.md): Bulk export of custom events from a half-open `occurredAt` range, ordered by `occurredAt` ascending. Each event's own payload is returned as a JSON object under `data`. The contact's current email and user ID are resolved per row on a best-effort basis (`contactEmail` and `userId` may be `null` if t…
- [Export Contact Events](https://docs.conversion.ai/api-reference/export-contact-events.md): Bulk, incremental export of contact events: email, page visit, form submission, campaign member, workflow, audience, field change, and Salesforce lead conversion events. Custom events export from `POST /v2/exports/custom-events`.
- [Export Campaigns](https://docs.conversion.ai/api-reference/export-campaigns.md): Export of every campaign: custom and blast campaigns, webinars, and field events. Each call returns one page; follow `pagination.nextCursor` until it is `null` to read the full set. Ad campaigns are not exported.
- [Export Campaign Types](https://docs.conversion.ai/api-reference/export-campaign-types.md): Export of every campaign type with its member statuses. Follow `pagination.nextCursor` until it is `null` to read the full set.
- [Export Workflows](https://docs.conversion.ai/api-reference/export-workflows.md): Export of every workflow. Deleted workflows are not returned. Follow `pagination.nextCursor` until it is `null` to read the full set.
- [Export Audiences](https://docs.conversion.ai/api-reference/export-audiences.md): Export of every audience. Follow `pagination.nextCursor` until it is `null` to read the full set.
- [Export Audience Members](https://docs.conversion.ai/api-reference/export-audience-members.md): Export of which contacts are in which audiences right now. Removed members are not returned, so treat each full walk as a snapshot. Follow `pagination.nextCursor` until it is `null`.
- [Export Touchpoints](https://docs.conversion.ai/api-reference/export-touchpoints.md): Bulk, incremental export of Mosaic touchpoints, computed under your attribution settings and ordered by when they occurred. Requires Mosaic in addition to export access.
- [Full Delete Contact](https://docs.conversion.ai/api-reference/full-delete-contact.md): Permanently delete a contact and suppress its identifiers for GDPR and CCPA erasure requests.
- [Zapier Overview](https://docs.conversion.ai/api-reference/zapier/overview.md): Send contact data from Zapier to the Conversion API using a webhook action.

## OpenAPI Specs

- [openapi](/openapi.json)


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