Connecting Your CRM
We're thrilled to announce that this feature is live to Primer 2.0. You can connect Salesforce on integration page to start using your first party filters
Primer offers a seamless integration with Salesforce to streamline your workflow. In this guide, we will walk you through the steps to connect Salesforce with Primer, enabling efficient data transfer from your Salesforce account to Primer.
A few examples of the advantages of connecting your CRM:
Import data from Salesforce using tailored first-party filters to meet your specific needs.
Combine Salesforce data imported through first-party filters with third-party filters to create refined audience segments.
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