Connect source data
Authorize Salesforce and synchronize opportunity and ownership data instead of maintaining a second deal ledger.
CRM integration
Salesforce commission workflow
Bring Salesforce opportunities, owners, accounts, contacts, and product context into the commission workflow, then trace calculated results back to their source records.
What the connection does
Calculate and review
Match sellers, apply published plan rules, and investigate exceptions with the source context alongside the result.
Close the loop
Pro adds controlled commission writeback to Salesforce after statement lifecycle events.
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.
- Salesforce commission writeback is a Pro capability.