QuotaPath's integration with HubSpot allows you to easily import data from your HubSpot account to use in QuotaPath to calculate commissions or inform payouts eligibility.
QuotaPath currently supports two versions of its HubSpot integration: HubSpot 1.0 and HubSpot 2.0. Starting in February 2024, new customers will be automatically onboarded to the 2.0 version.
In this article, we'll cover the requirements to set up both versions of the integration. For more information on the differences between the integration versions and the benefits of upgrading, please review this article.
Integration Overview
QuotaPath's integration with HubSpot is a two-way sync via the HubSpot API (read-only). HubSpot object data is synced with QuotaPath, and QuotaPath earnings data is synced with HubSpot Deal Cards. Only a single QuotaPath Admin needs to authenticate (HubSpot 2.0 only) in order to set up the integration.
For more information on QuotaPath's HubSpot integration, visit QuotaPath's listing in HubSpot's App Marketplace.
User Permissions
It is recommended that the Admin authenticating to QuotaPath has the Super Admin permission set. Alternatively, the following permissions will be required:
CRM objects - Companies (read)
CRM objects - Contacts (read)
CRM objects - Deals (read)
CRM schemas - Companies (read)
CRM schemas - Contacts (read)
CRM schemas - Deals (read)
Depending on the objects you'll be importing into QuotaPath, you may also need the above permissions for the E-commerce and Ticket objects as well.
Sync Schedule
Customers have the ability to set the sync frequency in QuotaPath in order to control API usage (HubSpot 2.0 only). For details on HubSpot’s API usage guidelines, please visit HubSpot's website here.
Supported Objects
QuotaPath currently supports the ability to import data from the following HubSpot objects:
Deals
Companies
Contacts
Engagements
Calls
Emails
Meetings
Notes
Tasks
Line Items (Requires HubSpot Professional)
Products (Requires HubSpot Professional)
Tickets
QuotaPath Integration Requirements
QuotaPath will require some type of object/field in your HubSpot account that will allow us to pull the following data points into QuotaPath for commission calculation:
Deal Owner – email of the rep who closed the deal, completed the activity, etc. and should be paid commission (Note: QuotaPath can access a rep’s email address via a user-lookup field like 'Deal Owner' or read a field where the email address is the value)
Example Field: Deal Owner
Deal Name – name of the account, meeting, etc. in which the rep is getting paid commission
Example Field: Deal Name
Deal Date – date that the deal is closed, meeting occurs, etc. and commission is eligible to be earned
Example Field: Close Date
Deal Stage – stage(s) that denote the deal, meeting, etc. is closed/won, open or closed/lost, and the rep is eligible to earn commission
Example Field: Deal Stage = Closed Won
Deal Amount – amount that QuotaPath will use to then apply the appropriate earnings rule in order to calculate the rep's commission
Example Field: Deal Amount
For managers that are commissioned on deals/activities for their direct reports, QuotaPath will require either:
Field containing the email of the manager (Note: this field can be implemented using your HubSpot user hierarchy and can also leverage a user-lookup field to access the manager’s email or read a field where the email address is the value)
Example Field: Deal Owner Manager
List of individual Deal Owners to be added as filters in manager's Plan mapping
How to connect HubSpot 2.0
To connect HubSpot 2.0 to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the HubSpot 2.0 integration card and click ‘Connect’.
Authenticate
Upon clicking 'Connect', you'll be automatically redirected to HubSpot where you'll need to login and authenticate to your HubSpot account and grant the QuotaPath application access to your HubSpot account. After logging in, you'll be automatically redirected back to QuotaPath.
Select HubSpot Account:
Grant QuotaPath Access:
Integration Source Form
Upon returning to QuotaPath, complete the following integration source form including selecting the date that you'd like to start importing data from HubSpot. Click 'Submit' when complete.
After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.
Sync Schedule
At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the Close integration card on the 'Integrations' page to trigger a manual sync.
Objects
Next, select the objects that you'd like to import into your QuotaPath workspace.
When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.
Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!
How to connect HubSpot 1.0
To connect HubSpot 1.0 to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the HubSpot 1.0 integration card and click ‘Connect’.
Authenticate
Upon clicking 'Connect', you'll be automatically redirected to HubSpot where you'll need to login and authenticate to your HubSpot account. After logging in, you'll be automatically redirected back to QuotaPath.
Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!
HubSpot Deal Cards
After connecting your HubSpot instance with your QuotaPath Workspace, you will be able to view total and path-based earnings data via the Deal Cards in HubSpot's Sales CRM.
This only applies to earnings that you have access to view within both QuotaPath and HubSpot.
QuotaPath Admins will see deal cards for all of their reps that have QuotaPath user accounts and commissions calculated.
Users will only see their earnings, even if a deal is shared by multiple people.
Visibility of earnings is limited to what's visible for that user in QuotaPath.
There's no additional installation needed to view QuotaPath earnings data in HubSpot Sales CRM. The only way to turn off the two-way data sync is by disconnecting your HubSpot instance in QuotaPath.
If you need additional support, start a chat with our support team by clicking the chat bubble in the bottom right of the app!