Import deals and owners
Use the connected HubSpot source to bring deal and owner records into a consistent commission dataset.
CRM integration
HubSpot commission workflow
Synchronize HubSpot deals, owners, companies, contacts, line items, and supported deal splits for commission calculation and review.
What the connection does
Preserve deal context
Company, contact, product-line, and supported split data can travel with deals for richer plan rules and investigation.
Recalculate safely
Changed source records enter the queued, deduplicated recalculation workflow rather than requiring a spreadsheet rebuild.
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.