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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot workflows can trigger when contacts move between lifecycle stages, but they can’t automatically calculate commissions based on conversion rates. Workflows lack the mathematical capabilities needed for commission calculations and can’t access aggregated data for performance-based earnings.
Here’s how to build a hybrid solution that leverages HubSpot workflows for triggers while handling commission calculations where they actually work.
Automate commission calculations using Coefficient
Coefficient provides a hybrid solution that leverages HubSpot workflows for triggers while handling commission calculations in spreadsheets. This approach combines real-time trigger capabilities with advanced mathematical functions for comprehensive sales performance commission automation that HubSpot workflows simply can’t provide alone.
How to make it work
Step 1. Set up HubSpot workflows for stage triggers.
Create workflows to update contact properties when lifecycle stage changes occur. These workflows serve as the trigger mechanism while Coefficient handles the sophisticated commission calculations based on overall conversion performance.
Step 2. Import data for commission calculations.
When workflows detect stage conversions, trigger scheduled imports in Coefficient to pull updated data and recalculate commission amounts based on each sales rep’s overall conversion performance across all lifecycle stages.
Step 3. Automate calculation updates.
Use Formula Auto Fill Down to ensure commission calculations automatically apply to new stage conversion data as it’s imported. This eliminates manual calculation updates while maintaining accuracy.
Step 4. Set up automated commission notifications.
Configure Slack and Email Alerts to notify sales reps when new commissions are calculated based on their lifecycle stage conversion rates. This provides immediate visibility into earnings as conversions happen.
Get real-time commission automation
This hybrid approach combines HubSpot’s real-time trigger capabilities with advanced spreadsheet calculations for commission automation that neither system could handle alone. Start building automated commission calculations that actually reflect your team’s conversion performance.
