Synchronize people first
Match CRM users or owners to commission participants before imported deals depend on those identities.
Commission source integrations
CRM commission workflow
Connect the systems that own deals, sellers, stages, products, and customer context to auditable sales commission calculations without maintaining a second manual deal ledger.
Direct answer
Does Quota Queue integrate with CRM?
Quota Queue provides supported CRM and pipeline connections for Salesforce, HubSpot, Pipedrive, Attio, Close CRM, Microsoft Dynamics 365, Zoho CRM, and Jobber. Free includes one CRM with on-demand sync; Starter and Pro include all supported CRM connections with scheduled synchronization.
What the connection does
Preserve source context
Retain provider IDs, ownership, stages, and supported related records for calculation and investigation.
Recalculate safely
Queue affected periods when supported source records change instead of rebuilding a spreadsheet.
Data flow and system ownership
This is the operational boundary between the connected system and Quota Queue. It is intentionally explicit so administrators can evaluate source ownership, sync behavior, and downstream effects.
| Source | Destination | Behavior |
|---|---|---|
| CRM users and owners | Commission participants | Matches source identities while keeping tenant and provider provenance explicit. |
| Deals and opportunities | Credited deal records | Normalizes supported value, date, stage, ownership, and related context. |
| Published plans and quotas | Calculation engine | Applies explicit rules to eligible credited events; plan terms do not come from the CRM. |
How setup works
- 1Choose the CRM that owns the commission source records.
- 2Authorize the connection and synchronize users or owners.
- 3Review identity matching, source fields, splits, dates, and exclusions.
- 4Reconcile a known closed period before enabling scheduled sync.
Important boundaries
- • Provider capabilities differ; do not assume every CRM exposes identical objects or incremental-sync behavior.
- • A source correction can change an open calculation and should remain reviewable.
- • The signed plan and Quota Queue calculation evidence—not a CRM report—control the commission result.
Plan and tier notes
- Free includes one CRM connection with on-demand sync.
- Starter includes all CRM connections and automatic scheduled sync.
- Source records, owner matching, sync history, and calculation results remain reviewable in Quota Queue.
Related integration workflows
Continue through the connected systems and operating boundaries that are most relevant to this workflow.
IntegrationWhat it connectsExplore
SalesforceOpportunity synchronization with optional Pro writeback.Opportunity synchronization with optional Pro writeback.
HubSpotDeals, owners, companies, contacts, line items, and supported splits.Deals, owners, companies, contacts, line items, and supported splits.
Payroll handoffMove reviewed CRM-sourced commissions into payout operations.Move reviewed CRM-sourced commissions into payout operations.