QuotaPath customers using HubSpot Sales Hub can now sync earnings data as a custom object in HubSpot. This unlocks new ways to:
Report on commissions
Connect compensation to pipeline
Automate workflows
Get a complete view of performance, all without leaving HubSpot
What You Can Do with the Earnings App Object
Once enabled, the Earnings object allows you to:
View detailed earnings records directly in HubSpot
Build custom reports and dashboards with earnings data
Trigger HubSpot workflows from earnings events
Associate earnings with deals for a complete performance picture
Combine earnings data with CRM fields for deeper insights
Leverage HubSpot functionality like index pages, reporting, workflows, and app cards
To learn more, please watch the below video.
In This Article
This guide walks you through how to set up and use QuotaPath’s App Objects in HubSpot. You’ll find:
Integration requirements
Supported features and properties
Step-by-step installation instructions
Feature overviews and tips for managing access
Requirements
Before you begin, make sure the following are in place:
QuotaPath plan: Available to all QuotaPath customers (Essential, Growth, and Premium).
Integration setup: Your HubSpot integration must be connected to your QuotaPath workspace and mapped to your compensation plans.
Admin enablement: App Objects are included in QuotaPath’s HubSpot integration; however, an Admin must enable the sync for your workspace before data will appear in HubSpot.
Version: Available for workspaces using QuotaPath’s new data engine for HubSpot Integration version 2.0.
Permissions: Viewing earnings data is controlled by HubSpot permissions, not QuotaPath roles. Make sure the right users have access in HubSpot.
Supported Features
Earnings App Object
Once enabled, the Earnings object in HubSpot includes the following properties:
Earnings Properties:
QuotaPath Deal Name
QuotaPath Deal Date
QuotaPath Deal ID
QuotaPath Deal Stage
QuotaPath Component
QuotaPath Plan
QuotaPath Deal URL
Earnings Amount
Associations:
Associate earnings with deals
User Permissions
Access to QuotaPath earnings data in HubSpot is fully controlled by HubSpot permissions (not QuotaPath roles).
Review your HubSpot permission settings to ensure the right users can view earnings
QuotaPath will flag potential discrepancies before syncing (ie, a HubSpot Super Admin who doesn’t exist in QuotaPath may gain access to earnings data)
All changes to permissions must be made directly in HubSpot
How to Set Up the Earnings App Object
Step 1: Connect HubSpot Integration
In QuotaPath, go to Integrations
Click Connect on the HubSpot integration
Authenticate your HubSpot account and map fields as needed
At this stage, you will be able to see the Earnings object within HubSpot, but no data will appear until a QuotaPath Admin enables the sync to push data to HubSpot (below)
Step 2: Admin Enable Earnings Sync
From Integrations, click Manage on the HubSpot Integration and navigate to the Manage Source tab
Under Sync Settings, toggle Sync Earnings Data to HubSpot ON
Review any flagged discrepancies and adjust as needed within HubSpot, and then type the number of users noted in order to confirm and continue with the sync
You can click the carat to expand the number of discrepancies and view details
This will trigger an immediate sync of earnings data to HubSpot
Note: After this initial sync, Earnings data will sync automatically twice daily at 5 AM and 5 PM ET
Step 3: Customize HubSpot View
Admins can configure which Earnings properties display in HubSpot beyond the default HubSpot fields
Optionally, associate Earnings with Deals to tie commissions to specific HubSpot deals
Step 3: Disabling App Objects
Admins can disable the Earnings App Object at any time by navigating back to Sync Settings within QuotaPath
Toggle Sync Earnings Data to HubSpot OFF, and confirm that you want to disable the sync
Earnings data will be removed from HubSpot and will no longer continue to sync once confirmed
Note that this may impact any reports or workflows that were previously using Earnings data
Earnings App Object Overview
Once configured, you’ll see a QuotaPath Earnings Object in HubSpot.
Example Uses:
Reporting:
Total earnings by rep, team, or product line
Commission as a % of revenue
Earnings by deal stage or contract type
Workflows:
Notify finance when commission exceeds a threshold
Flag high-earning deals for management review
Deal Association:
Link earnings records to HubSpot deals for a full view of sales + compensation performance
FYIs
Read-only: Users cannot edit earnings inside HubSpot.
Sync Schedule: Data syncs from QuotaPath twice daily (5 AM + 5 PM ET).
Disabling: Turning OFF the toggle immediately removes earnings data from HubSpot (reports/workflows previously using the Earnings object data will be impacted).
Common Use Cases
Finance teams: Track commission spend and ROI over time.
RevOps: Analyze earnings by product, region, or segment.
Sales managers: Coach reps by linking performance to compensation.
Executives: Evaluate incentive impact on revenue and rep productivity.