Automate commissions with QuotaPath & HubSpot Sales CRM
Customer relationship management (CRM) tools are a critical part of any salesperson’s job and remain the most used tool in every great seller’s kit. Since launching a few years ago, HubSpot’s Sales CRM has become one of the most popular and widely used sales software out there to help close more deals, manage client relationships, and track team activities.
If you check out HubSpot’s Sales software page, their message is simple: it’s possible to love your sales CRM. They believe in swapping friction for clarity, consistency, and (dare we say) joy. It’s this mission that aligns so well with our own. We aim to take the confusion out of sales commissions and give you the insights you need to sell more and effectively.
Almost a year ago to this date, we launched our first CRM integration with Salesforce. Since then, we’ve tested, learned, and improved A LOT when it comes to building powerful and streamlined integrations. Today, we’re excited to announce that our #1 most requested feature in 2020 is live: The HubSpot Sales CRM integration.
With this integration, you can import all of your HubSpot deals in just a few clicks. Layer on attainment and earnings data from QuotaPath, and you have a clear understanding of your sales performance and goals.
- This integration works whether you’re an individual contributor looking to track your earnings each month or a sales leader managing your team’s compensation.
- Reps can see their deals, forecast potential earnings, and refresh to bring in updates.
- Admins can align QuotaPath members to HubSpot users, map comp plans with HubSpot CRM data, and calculate earnings & attainment from HubSpot deals.
- This integration allows for a single source of truth for both attainment and earnings – no more dual entry in multiple tools.
The one-way sync from HubSpot to QuotaPath is intuitive to set up and can be done in just four steps.
Choose HubSpot “Deal” records
Pull in Deal records from HubSpot to count towards your earnings in QuotaPath.
Map all the components of your comp plan to relevant fields in HubSpot like deal name, deal amount, closed date, and owner email.
Define deal stages to see commissions on closed deals and forecast potential earnings on opportunities.
Once you’re ready, start syncing. QuotaPath will populate HubSpot deals for all comp plan assignees.
And that’s it. It’s really that easy. We’re giving you time back to set more demos and close more deals.
With millions of HubSpot customers worldwide, this integration gives us the pleasure of helping more sales teams track commissions, performance, and revenue. We’re thrilled to be partnering with HubSpot and this is just the beginning.
If you want to learn more about the integration and try it out, we’re officially listed on HubSpot’s app marketplace!
The rep-configured HubSpot CRM integration is available for free. The Admin-configured HubSpot CRM integration is offered in our Plus tier.