CRM Retargeting

CRM retargeting gives your sales team additional air cover by syncing MQLs and SQLs from HubSpot or Salesforce into paid media channels. This keeps your brand in front of prospects across LinkedIn, Meta, Google, and YouTube—improving demo show rates and supporting sales motion beyond email.

Explore Primer’s CRM Retargeting guide to learn how to re‑engage and convert more leads.

How It Works:

  1. Import leads from your CRM into Primer Select leads at key stages (e.g., MQLs, SQLs) and import them from HubSpot or Salesforce. You can segment by stage, industry, or engagement level to refine your audience.

  2. Sync to ad platforms Send your audience from Primer into LinkedIn, Meta, Google, and YouTube as custom audiences. If your list is small, consider combining similar stages to meet minimum audience size for delivery.

  3. Launch supporting ad campaigns Run ads aligned with sales and marketing goals:

    • Demo reminder campaigns

    • Case study promotion

    • Warm-up ads between meetings

  4. Measure impact Use CRM tracking to monitor conversion lift at different stages:

    • Discovery call attendance

    • Demo progression

    • Closed-won rates

    • Primer’s built-in holdout testing helps isolate ad-driven impact.

Key Benefits:

  • Extend touchpoints beyond email to keep prospects engaged

  • Support sales outreach with aligned messaging

  • Improve lead progression with minimal manual effort

  • Achieve higher match rates with synced audiences

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