How to Restrict Primer to Companies-Only Data`

Some customers want to ensure no HubSpot contact PII (emails, names, phone numbers) is ever synced into Primer.

If your compliance or privacy policies require no PII exiting HubSpot, you can configure HubSpot and Primer to view Companies only. Primer will then use company-level data (like website domain, industry, and location) and enrich it with our own contact graph to power audiences — without pulling in HubSpot contacts.

Why Companies-Only Sync?

  • Compliance: No HubSpot contact PII leaves your system.

  • Control: You decide if Primer sees contacts or just company accounts.

  • Coverage: Primer can still build audiences from companies by resolving contacts via our data graph.

HubSpot does not currently allow full restriction of contact visibility for users—there is no "None" option for contacts, and users will always see their own contacts. In addition, currently, HubSpot does not support fully hiding a property from certain users. While you can restrict users' ability to edit certain properties via field-level permissions, all users who have access to the record will be able to view the properties

Step 1. Create a Dedicated Integration User in HubSpot

  1. In HubSpot, go to Settings → Users & Teams → Create user.

  2. Put in your email+primerintegration (e.g. [email protected])

  3. Assign permissions:

    • Contacts: View = Contacts they own. Make sure "Unassigned" remains unchecked.

    • All Other Objects: View = All

    • Marketing: On for Lists and Forms

    • Account Settings Access: On for App Marketplace installations

This ensures the user can connect to Primer but cannont access or export Contacts at all as they will not have any Contacts assigned to them.

Step 2. Connect HubSpot to Primer Using This User

  1. In Primer, go to Connections → Add HubSpot.

  2. Choose Log in with HubSpot (OAuth).

  3. Authenticate with your Primer Integration (Companies Only) user.

  4. Primer will detect that this user has Company-level permissions only and complete the connection.

Step 3. Build Audiences Without HubSpot Contacts

  • Primer will ingest your HubSpot Companies (with fields like domain, industry, employee count, HQ country).

  • Use those company attributes as the foundation for audiences.

  • Primer enriches companies with our own contacts database for targeting on ad platforms (LinkedIn, Meta, Google, etc.).

  • Suppression or inclusion of existing HubSpot contacts is not available in this mode (since Primer doesn’t see them).

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