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Step 1: Connect Sources & Destinations

To get started make sure to schedule an on-boarding call. During that call you will connect your core Sources and Destinations.

CRM Connection

Here's a quick video showing you how to connect your CRM (either Salesforce or Hubspot) directly to your Primer instance. This read/write connection will allow you to mix your 1st party data together with 3rd party sources like Apollo, ZoomInfo, Builtwith, Neverbounce, etc. to build audiences.
For more information, check out the Sources + Destinations section of the Help Center for both SFDC and Hubspot:

Ad Network Connection

Connecting your various Ad Platforms can be done quickly and easily within Primer's Integrations page.
From the Integrations page within Primer, select the platform(s) you'd like to connect to.
When you select 'Connect Account' you will be taken through the process of logging in and oAuthing a connection between that ad account and Primer. Once connected, you'll be able to see your account information and a 'Completed' status, indicating the connection was successful.
For more information, check out the Sources + Destinations section of the Help Center for each ad platform:
When you want to sync Audience data back into your CRM, please schedule a CRM sync call with Primer's Technical Solutions Architect.