After heavily investing in our native HubSpot integration, we are honored and proud that QuotaPath is a leading commission software app on HubSpot Marketplace.
QuotaPath has seamlessly automated sales commissions to remove the burden of manual calculation for thousands of HubSpot users across RevOps, Sales, and Finance. We’ve made it possible for stakeholders to access real-time earnings, attainment, and forecast data at any time both in HubSpot and QuotaPath.
That’s right, this is a two-way relationship between the platforms and a truly one-of-a-kind CRM commission tracking integration.
So, how did it begin?
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Start TrialWe recognized the similarities between us early on. For instance, HubSpot believes in swapping friction for clarity, consistency, and ease of use, which mirrors how we think about sales compensation. Our platforms would work well and deliver a positive experience for those looking to make variable pay more transparent and meaningful.
So, we launched an official integration in 2021 and deepened our partnership in April 2021 when HubSpot Ventures invested in QuotaPath.
Since then, we have continued to evolve our platform in step with HubSpot.
Today, we both offer transparent pricing, a free-to-try model, and a simple UX atop a high degree of functionality. For us, that’s led to faster onboarding rates (23% faster) for customers who come to QuotaPath with HubSpot, as well as higher retention rates (120%).
QuotaPath’s HubSpot integration includes:
- Quick implementation setups
- Real-time data integration
- Customizable mapping of fields
- Earnings viewable directly in HubSpot
- A HubSpot-Certified App
Two-way investment
In 2021, HubSpot Ventures invested in QuotaPath.
“For sales teams, the CRM is the center of every customer interaction. QuotaPath helps by bringing a part of the CRM that doesn’t exist today—there’s no real way to calculate earnings and commissions off of CRM data.” said Head of HubSpot Ventures Brandon Greer.
Below, learn more about QuotaPath and HubSpot, and how to leverage the most out of this exclusive integration.
Inside the HubSpot QuotaPath integration
QuotaPath is the only commission software that offers a true native integration with HubSpot.
That means no manual refreshes or waiting on updates to see existing and forecasted earnings and attainment data. In QuotaPath, this information is real-time and accurate. As long as the data in HubSpot is correct, QuotaPath’s data will match.
Additionally, your field names in HubSpot migrate to QuotaPath, so that you and your team won’t have to learn new terms between the two platforms.
“Because QuotaPath and HubSpot share the same fields, I can align my language to what my teams are seeing in HubSpot. When I call it an ‘amount’ or ‘close date’ in QuotaPath they know what it means from HubSpot,” said Katie Cooper, Muck Rack’s Senior Business Manager, Business and Data Operations.
We also earned HubSpot app certification by having a success rate of 98%+ for all activities, more than 100 customers using the integration, meeting HubSpot’s security best practices and other metrics tied to privacy, reliability, performance, and usability.
Plus, we took the integration a step further. Sellers don’t even have to leave HubSpot to view their earnings data via a QuotaPath HubSpot card.
With QuotaPath, you can:
- Import HubSpot Deals in 4 clicks
- View QuotaPath Earnings directly in HubSpot
- Identify which records count toward earnings
- Map comp plans with HubSpot CRM data from designated fields
- Import custom HubSpot fields
- Define Deal stages to pull from HubSpot
- Preview mapping and input additional filters
- Set payout eligibilities and schedules
“When I’m reviewing commissions in QuotaPath, I’m not checking to see if they’re right in QuotaPath. I’m checking to see if the deals and fields in HubSpot are correct. Knowing that the data comes from HubSpot is a huge peace of mind. I can trust it,” said Katie.
Operationalize sales compensation with HubSpot and QuotaPath
Having trust in the data provides huge value when it comes to syncing HubSpot and QuotaPath — as does the simplicity of setup and ability to operationalize your sales compensation strategy.
With a UX that’s easy to make changes in, QuotaPath admins can learn the platform quickly and see fast time-to-value.
In fact, many of our users run commissions for their entire GTM team just weeks after signing. The HubSpot integration takes only a few clicks to set up. Should you need help, our team is ready to jump in at no additional charge.
“Our Customer Success Rep Josh was so patient with us,” said Jay Wallace, Sales Founder and VP of Worldwide Sales at runZero. “He made strong recommendations in HubSpot that led to a better output with QuotaPath. He really went above and beyond.”
Plus, when you need to refer to compensation data from previous quarters or fiscal years — or get a pulse on cash flow — QuotaPath makes this info accessible to all stakeholders. This offers a nice change for those coming from organizations with private spreadsheets.
By operationalizing your sales compensation process, you will save time calculating and paying commissions, when you need to add new team members, compensation plans, SPIFs, and more.
“A major game-changer for me is the ease with which I can onboard a new team member,” Katie said. “Assigning a plan, quota, and rate in QuotaPath saves me about 30 minutes per employee.”
What’s more, reps build accountability over their variable compensation by having a universal system to check commissions, communicate discrepancies in-app, and reference comp plan policies on demand.
Motivate teams
Rep accountability is great, as is motivation.
QuotaPath’s HubSpot commission tracking integration gives reps instant visibility into how the next deal impacts their earnings. This eliminates the guessing games around how SPIFs impact their earnings, or how close they are to quota or the next commission tier.
For instance, Joe St. Germain, Blackthorn’s VP of Sales, noted how after implementing QuotaPath, his reps used the forecasted earnings and attainment view to run “what if” scenarios.
“Our reps realized they could run scenarios and see how much they could earn from our monthly kickers,” Joe said.
As a result, reps made big pushes to move the incoming deals across the finish line, Joe said.
EverView’s Director of Operations Ron Morgan shared a similar experience.
“Our comp plan was easily measured and easily viewed by our sellers in QuotaPath, which drove positive selling behaviors,” Ron said, who noted a record sales year after implementing QuotaPath.
Plus, with our HubSpot cards feature, reps can toggle between existing earnings and forecasted earnings directly from their HubSpot view.
Create Compensation Plans with confidence
RevOps, sales leaders, and finance teams use our free tool to ensure reps’ on-target earnings and quotas line up with industry standards. Customize plans with accelerators, bonuses, and more, by adjusting 9 variables.
Build a Comp PlanEncourage HubSpot CRM hygiene
By adding commission values to individual deals via QuotPath and HubSpot, we’ve found that organizations have benefited from improved CRM hygiene.
Turns out, to get reps to care about accurate data in the CRM, tie it directly to their commission potential. In doing so, you’re immediately delivering a direct incentive for reps to maintain their pipelines. Those “hypothetical numbers” in the CRM become tangible by showing how the data informs their future paychecks.
One RevOps leader, for example, noticed in the first weeks after implementing QuotaPath that his reps kept HubSpot cleaner once they could see how their pipeline translated to earnings.
A similar logic applies when reps flag errors in QuotaPath.
“When they say, ‘This looks wrong in QuotaPath,’ I can ask them if it’s wrong in HubSpot, too,” Katie said. “If it is, they can fix it in HubSpot and QuotaPath will automatically adjust.”
HubSpot and QuotaPath, a match unlike any other
The HubSpot CRM already provides so much information to your GTM team. Now, take it to the next level by giving them a tool that converts that data to actual earnings.
Ready to add automated commission tracking and payouts to your HubSpot setup? Learn more by scheduling time with our team for a custom demo. Or, sign up for a 30-day trial (no CC required). Build your comp plan within QuotaPath, integrate HubSpot, and invite team members to begin tracking.
Learn how HubSpot and QuotaPath can help your business reach its goals.
