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Connecting Your CRM

Instead of downloading and uploading CSVs, Primer features a direct Salesforce integration to automate this work. In this section, we'll help you set up a connection from Primer to your Salesforce instance.
Additionally, this will allow for automated workflow in your CRM and push to SDRs, email campaigns, or other trigger-based actions.
A few examples of the advantages of connecting your CRM:
  • Trigger-based workflows, moving leads seamlessly from Primer to SDRs
  • Automatic CRM Enrichment on specific fields
  • Eliminate CSV download/upload from Primer into your CRM
  • Always up-to-date data available to your organization