HubSpot

Connect HubSpot read-only, with or without contacts, so Primer can build audiences from your CRM.

Primer connects to HubSpot over OAuth to read your contacts, companies, deals and lists. The connection is read-only — Primer never writes back to HubSpot.

What Primer reads

When you authorize the connection, Primer requests read access to:

• Contacts, companies and deals

• Lists

• Deal, custom-object and custom-property schemas

• Forms

Custom properties and custom objects are read through the schema and custom-object scopes, so audiences can filter on your custom HubSpot fields.

Full vs. companies-only

You choose how much Primer reads:

• Full — includes contacts (people). Primer reads both companies and contacts, so you can build person-level audiences and exclusions from your CRM.

• Companies only — Primer reads companies but not contacts. Use this if you don't want to share contact records. In this mode Primer can enrich and target at the company level (build company audiences, suppress existing-customer accounts), but it has no contact records to build person-level audiences from. Switch to Full later if you need people.

Connecting

Authorize Primer from the connections screen and approve the requested read scopes in HubSpot. To change between full and companies-only, reconnect and pick the other mode. To disconnect, revoke Primer's access from HubSpot or remove the connection in Primer.