Setting up Connections

Connecting your Ad Platforms, CRMs, or importing CSV data can be done quickly and easily within Primer's Connections page.

Setting Up Your Integrations

Go to the Connections page to link your platforms and manage data imports.

Ad Platforms

To get started, select an ad platform and follow the prompts to link your account. This will sync your audience data, enabling you to use Primer audiences for campaigns on the following platforms:

• Meta - Show ads on Facebook, Instagram and Meta's 3rd party network.

• Google - Use audiences in Search, Performance Max, Display and YouTube campaigns. You can also share audiences to DV360.

• LinkedIn - Advertise across LinkedIn's native and 3rd party networks.

💡 Having trouble connecting? Review our troubleshooting tips for Meta and Google.

CRMs

Choose your CRM provider and tap on it to complete the integration and enable data imports.

• Available CRMs:

  • HubSpot – Import and manage customer data from HubSpot. Set up HubSpot with Primer →

  • Salesforce – Bring in customer data from Salesforce for audience segmentation. Connect Salesforce to Primer →

Importing Data Manually

• Import CSV – Select Import CSV to manually upload audience data from external sources. For a step-by-step guide, follow these instructions.

Requesting New Integrations

• Request – If the integration you need isn't available, tap on the Request box and let us know what you need. Your feedback helps us prioritize new connections!

If you have any questions or run into any issues getting platforms connected, don't hesitate to reach out to our Support team!