Connecting a CRM

How Primer connects to your CRM, read-only, to bring in people and companies.

Primer connects to your CRM to pull in the people and companies you already track, so you can build audiences from them. Primer supports HubSpot and Salesforce.

Connections are read-only

Every CRM connection is read-only. Primer reads records from your CRM to build audiences; it never writes, edits, or deletes anything in your CRM. You authorize the connection over OAuth and can revoke it at any time.

How often Primer refreshes

After the first sync, Primer re-reads your CRM on a schedule — roughly once a day — so audiences stay current as records change. A field, list or segment you just created in your CRM shows up in Primer after the next refresh, not instantly, so a brand-new list can take up to a day to become filterable. If something's still missing after that, check it's populated and visible to the connected user (for HubSpot, that you're in the right full vs. companies-only mode; for Salesforce, that the field maps and isn't empty).

Which CRM

• HubSpot — connect with OAuth; choose whether to include contacts.

• Salesforce — connect with OAuth; the connecting user needs the API Enabled permission.

Each organization connects one account per CRM — once HubSpot or Salesforce is connected, you get a Disconnect option rather than a second Connect. To point Primer at a different CRM account, disconnect the current one first.

If your data isn't in a supported CRM, you can import a CSV, or push records via S3 or the API.