.svg?alt=media&token=22e87c55-820e-468e-8bc0-0fd5c638598c)
Comment on page
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
Last modified 3mo ago