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  • Welcome to Primer!
  • Managing Your Account
    • Invite a User to Your Primer Account
    • Change User Role
    • Upgrade Subscription
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    • Notification Center
  • Product Changelog
  • An Introduction to Primer's Database
  • Connections
    • Connecting the Primer Web Script
    • Setting up Connections
      • Connecting Salesforce to Primer
        • Salesforce Requirements and Permissions
        • Troubleshooting Your Salesforce CRM Connection to Primer
      • Connecting HubSpot to Primer
        • HubSpot Requirements and Permissions
        • Troubleshooting Integration Errors
  • BUILDING AUDIENCES
    • How to Build an Audience
      • Primer Filter Criteria
        • Department Definitions
        • Industry Definitions
      • Audience Match Rate Estimates
      • Audience Summary
      • Audience Preview
      • Salesforce Filter Criteria
      • Using CSVs as Filter Criteria
      • Understanding Salesforce and CSV Match Rates
      • Performant Audience Sizes
    • Managing Audiences in Primer
      • Audience Statuses
      • Matched Audience Size
      • Audiences Dynamically Update
      • Active Audience Slots
  • SYNCING AUDIENCES
    • Syncing Your Audience
    • Google Ads
      • Applying Exclusion Audiences to Search Campaigns
      • Apply Audiences to PMax Campaigns As Signals
      • Apply Audiences to Demand Gen Campaign
      • Google Match Rates
      • Google Ads Metrics
    • LinkedIn Ads
    • Facebooks Ads
      • Facebook Intro for B2B Marketers
  • TROUBLESHOOTING CONNECTIONS
    • Meta Troubleshooting
      • Error: Facebook Custom Audiences Terms of Service
      • Error: Facebook Ad Account Not Associated with a Business
      • Error: Facebook Permissions
      • Issue: Junk Leads Because of Advantage+ Audience Setting
      • Error: Too Many Custom Audiences in Facebook
    • Google Troubleshooting
      • Error: Google "Please verify that the account has been whitelisted."
      • Troubleshooting: How to Share Audiences Between Google Ads and DV360
      • Trouble Locating a Specific Audience in Google
      • Trouble Understanding Google Match Rate vs. Audience Size
    • Other
      • Error: Miscrosoft "Customer List Terms And Conditions Not Accepted"
  • UNDERSTANDING PERFORMANCE
    • Benchmarking Success
    • Match Rate vs. Reach Rate
  • Learn More
    • Conversion Lift Analysis (Beta)
    • Experimental Ad Destinations (Beta)
    • Primer Playbooks & Use Cases
      • Paid Social Playbooks
        • Paid Social Lead Generation
      • Ad Audience Best Practices
    • Information Security
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  1. Connections

Setting up Connections

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

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Last updated 2 months ago

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.

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

CRMs

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

  • Available CRMs:

Importing Data Manually

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!

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

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

HubSpot – Import and manage customer data from HubSpot.

Salesforce – Bring in customer data from Salesforce for audience segmentation.

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

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

share audiences to DV360
Meta
Google
Set up HubSpot with Primer →
Connect Salesforce to Primer →
follow these instructions
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