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  • Welcome to Primer!
  • Managing Your Account
  • What's New
  • Intro to Primer's Database
  • Intro to Website Reveal
  • Information Security
  • Connections
    • Connecting the Primer Pixel
    • Website Reveal Notifications
    • Connecting Ad Accounts
    • Setting up CRM
      • Salesforce Integration
        • Connecting Salesforce
        • Salesforce Requirements
        • Troubleshooting Salesforce
        • Restrict EU Records
      • HubSpot Integration
  • BUILDING AUDIENCES
    • How to Build an Audience
    • Managing Audiences in Primer
    • Validating & Scaling Primer-Powered Campaigns
  • USE CASES
    • PMax Campaigns Audience Signals
    • Unbranded Search Exclusion Audiences
    • Unbranded Search Inclusion Targeting
    • Branded Search Exclusion Audiences
    • Google Demand Gen Campaigns
  • Meta Lead Gen Custom Audiences
  • Run Meta Lookalikes with Exclusions
  • LinkedIn Audience Efficiency
  • ABM Aircover Across Paid Social
  • Implementing Box-In Retargeting for Audience Exclusion
  • HubSpot Buyer Intent
  • 6Sense Ad Expansion
  • CRM Retargeting
  • Opp Acceleration
  • SYNCING AUDIENCES
    • Syncing Your Audience
    • Google Ads
    • LinkedIn Ads
    • Facebook Ads
    • Reddit Ads
  • TROUBLESHOOTING CONNECTIONS
    • Fix Connection Errors
    • Meta Troubleshooting
    • Google Troubleshooting
    • Other
  • UNDERSTANDING PERFORMANCE
    • Benchmarking Success
    • Match Rate vs. Reach Rate
  • Learn More
    • Conversion Lift Analysis (Beta)
    • Experimental Ad Destinations (Beta)
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  1. Connections
  2. Setting up CRM

Salesforce Integration

Connecting SalesforceSalesforce RequirementsTroubleshooting SalesforceRestrict EU Records
PreviousSetting up CRMNextConnecting Salesforce

Last updated 22 hours ago