1.Detect deal property change
Integrate HubSpot and CRM workflows to pass core deal context into the automation for commission tracking.
Add approved deals to commission tracking sheet
Automatically capture BDM decision deal property changes across HubSpot, Google Sheets, and Gmail. Create and update commission tracker entries and notify finance when BDM decisions are accepted, deals enter the target pipeline, or decisions are marked as rejection—so you can add accepted deals, alert on rejections, and format owner mappings without manual reconciliation.
How this automation protects your commission tracking
When a deal's BDM decision changes, delays can slow finance reconciliation and cause commission gaps. This automation monitors deal property updates and applies rules, formats commission fields, and creates sheet entries or sends rejection emails—so your team can stay accurate.
HubSpotor swap with your favorite app
2.Wait for related updates
Integrate Delay by Zapier and automation timing to pause briefly before processing the same deal payload.
Verzögerung durch Zapieror swap with your favorite app
3.Continue only for qualifying deals
Integrate Filter by Zapier and pipeline rules to continue only when deals match the configured criteria.
Filter von Zapieror swap with your favorite app
4.Format dates and look up owner name
Integrate Formatter by Zapier and data mapping tools to format created and SQL dates and resolve owner names.
Formatter von Zapieror swap with your favorite app
5.Create commission tracker row
Integrate Google Sheets and commission spreadsheets to create a new row for each accepted deal.
Google Sheetsor swap with your favorite app
6.Send rejection email notice
Integrate Gmail and notification tools to send a standardized rejection notice for finance and sales ops.
Gmail (Englisch)or swap with your favorite app
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Add commission tracker rows when deals move to owner stage
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Explore all commission tracking automations
Streamline rep payouts with automated commission calculations, deal-based updates, and exception alerts
Set up in minutes
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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