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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 calculate tiered commissions. Workflows lack percentage calculations, can’t access historical conversion data across multiple contacts, and can’t determine commission amounts based on conversion rates.
Here’s how to build a hybrid solution that combines HubSpot’s trigger capabilities with advanced commission calculations.
Build tiered commission calculations using Coefficient
While workflows handle stage transition triggers, Coefficient manages the complex commission calculations by importing your HubSpot data into spreadsheets. This hybrid approach gives you real-time triggers with the mathematical capabilities that HubSpot workflows simply can’t provide.
How to make it work
Step 1. Set up HubSpot workflows for stage triggers.
Create workflows that update contact properties when lifecycle stage changes occur. These workflows serve as the trigger mechanism while Coefficient handles the actual commission calculations based on overall conversion performance.
Step 2. Import data for tiered commission calculations.
Use Coefficient to pull contact lifecycle stage data and sales rep assignments. Build formulas that calculate tiered commissions where reps earn different rates based on their overall conversion percentages across all lifecycle stages.
Step 3. Create automated calculation updates.
Set up scheduled imports to trigger when workflows detect stage changes. Use Formula Auto Fill Down to ensure tiered commission calculations automatically apply to new stage conversion data as it comes in.
Step 4. Push calculated commissions back to HubSpot.
Use scheduled exports to push calculated commission amounts back to HubSpot as custom properties. This creates a complete solution where HubSpot handles triggers while Coefficient manages complex calculations.
Get the best of both systems
This approach combines real-time trigger capabilities with advanced mathematical functions for sophisticated conversion-based commissions that neither system could handle alone. Start building your hybrid commission system today.
