Deal data
Bring deal records into the commission workflow from your CRM connection or a file import.
- Deal and owner matching
- Field mapping
- Import history
- Manual data review
Connect the systems that hold deals, revenue, and people, then review how each record enters the commission calculation. Quota Queue keeps source data, mappings, exceptions, and results visible in one workflow.
CRM connections are included on every tier. Free includes one CRM connection with manual sync. Starter adds every supported CRM and revenue source plus automatic sync. Pro adds warehouse exports and Salesforce writeback.
Browse all 36 available integration surfaces, organized by the job they perform. Lower-volume providers and developer connections are included alongside the most common CRM workflows.
Synchronize the systems that own opportunities, jobs, customers, and seller identity.
Import existing operating data and export reviewed commission results without rekeying it.
Import invoice, charge, order, payment-status, and refund events through Pipedream-managed connections.
NetSuitePaid customer invoices, customers, currencies, and payment status through OAuth 2.0.Paid customer invoices, customers, currencies, and payment status through OAuth 2.0.QuickBooks OnlineInvoices, customers, balances, currencies, and payment status.Invoices, customers, balances, currencies, and payment status.XeroAccounts-receivable invoices, contacts, currencies, and invoice status.Accounts-receivable invoices, contacts, currencies, and invoice status.Zoho BooksCustomer invoices, collections, currencies, and status.Customer invoices, collections, currencies, and status.Reconcile employee identity and move approved commissions into a controlled payroll handoff.
Send deals, statements, and commission line items to governed downstream destinations.
Connect commission events and authorized workspace access to the tools where your team works.
Connect the employee directory and downstream destinations that surround commission calculation without blurring which system owns plans, payroll, or analytics.
See exactly how source records, calculation evidence, approvals, employee matching, and payout files move across system boundaries.
Bring deal records into the commission workflow from your CRM connection or a file import.
Start from existing plan documents and tabular data instead of re-entering every record.
Review calculated results and export approved commission data for downstream processing.
Review mappings, calculate statements, and export the result before you add another system or user.