Setting up CRM

Connecting your Ad Platforms, CRMs, or importing CSV data can be done quickly and easily within Primer's Connections page.

Go to the Connections page to link your platforms and manage data imports.

CRMs

Choose your CRM provider and tap on it to complete the integration and enable data imports.

• Available CRMs:

  • HubSpot – Import and manage customer data from HubSpot. Set up HubSpot with Primer →

  • Salesforce – Bring in customer data from Salesforce for audience segmentation. Connect Salesforce to Primer →

Importing Data Manually

• Import CSV – Select Import CSV to manually upload audience data from external sources. For a step-by-step guide, follow these instructions.

If you have any questions or run into any issues getting platforms connected, don't hesitate to reach out to our Support team!