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HubSpot App Objects

Learn how to set up and use QuotaPath’s App Objects in HubSpot

Updated over 3 weeks ago

QuotaPath customers using HubSpot Sales Hub can now sync earnings data as a custom object in HubSpot. This unlocks new ways to:

  • Report on commissions

  • Connect compensation to pipeline

  • Automate workflows

  • Get a complete view of performance, all without leaving HubSpot

What You Can Do with the Earnings App Object

Once enabled, the Earnings object allows you to:

  • View detailed earnings records directly in HubSpot

  • Build custom reports and dashboards with earnings data

  • Trigger HubSpot workflows from earnings events

  • Associate earnings with deals for a complete performance picture

  • Combine earnings data with CRM fields for deeper insights

  • Leverage HubSpot functionality like index pages, reporting, workflows, and app cards

To learn more, please watch the below video.

In This Article

This guide walks you through how to set up and use QuotaPath’s App Objects in HubSpot. You’ll find:

  • Integration requirements

  • Supported features and properties

  • Step-by-step installation instructions

  • Feature overviews and tips for managing access

Requirements

Before you begin, make sure the following are in place:

  • QuotaPath plan: Available to all QuotaPath customers (Essential, Growth, and Premium).

  • Integration setup: Your HubSpot integration must be connected to your QuotaPath workspace and mapped to your compensation plans.

  • Admin enablement: App Objects are included in QuotaPath’s HubSpot integration; however, an Admin must enable the sync for your workspace before data will appear in HubSpot.

  • Version: Available for workspaces using QuotaPath’s new data engine for HubSpot Integration version 2.0.

  • Permissions: Viewing earnings data is controlled directly by HubSpot permissions, and is not affected by QuotaPath roles. Make sure the right users have access in HubSpot.

Supported Features

Earnings App Object

Once enabled, the Earnings object in HubSpot includes the following properties:

  • Earnings Properties:

    • QuotaPath Deal Name

    • QuotaPath Deal Date

    • QuotaPath Deal ID

    • QuotaPath Deal Stage

    • QuotaPath Component

    • QuotaPath Plan

    • QuotaPath Deal URL

    • Earnings Amount

  • Associations:

    • Associate earnings with deals

User Permissions

Once an admin enables QuotaPath Earnings to sync into HubSpot, all access to Earnings data in HubSpot is fully controlled by HubSpot permissions, not QuotaPath roles.

What does (and does not) control access

  • HubSpot permissions determine who can view Earnings App Object records

  • QuotaPath roles do not affect visibility in HubSpot

  • For example:

    • A HubSpot Super Admin who is not a QuotaPath user can still view all Earnings

    • A HubSpot Super Admin who is a rep/member in QuotaPath user can still view all Earnings

How viewing “their quotapath earnings” only works

(The below image refers to permissions for App Objects within HubSpot)

  • You can view this in HubSpot by navigating to Settings > Users and Teams > and clicking to Edit Permissions for a particular user

  • Navigate to the Access tab at the top of the page and on the left hand side, you will see the option for App objects

  • You can learn more about viewing or modifying HubSpot permissions in their help article to Manage user permissions

By default, HubSpot’s App object permissions are configured so users can only view records they own.

This is enforced by:

  • QuotaPath assigning each Earnings record a corresponding deal owner in HubSpot

    • HubSpot will look at the QuotaPath deal owner defined (for the Earnings record) and match it to a corresponding deal owner defined in HubSpot

Because QuotaPath supports only one deal owner per deal, each Earnings record can only be owned by a single HubSpot user.

  • If a corresponding HubSpot user cannot be found for the QuotaPath deal owner, the Earnings record will not be synced

  • If email addresses for the owner field differ (for example, in QuotaPath the user is [email protected] but in HubSpot the user is [email protected], QuotaPath will use the information on the member alignment page to match users

Reviewing HubSpot permissions

If users are unable to see (or are seeing too much of) Earnings data in HubSpot:

  1. Review the user’s HubSpot permissions

  2. Confirm they have appropriate access to App objects

  3. Ensure ownership rules align with your intended visibility model

Important notes

  • QuotaPath will flag detected permission mismatches before syncing (see below in "How to Set Up the Earnings App Object")

  • All permission changes must be made directly in HubSpot

  • QuotaPath cannot override HubSpot’s access controls

How to Set Up the Earnings App Object

Step 1: Connect HubSpot Integration

  1. In QuotaPath, go to Integrations

  2. Click Connect on the HubSpot integration

  3. Re-Authenticate your HubSpot account and map fields as needed

  4. At this stage, you will be able to see the Earnings object within HubSpot, but no data will appear until a QuotaPath Admin enables the sync to push data to HubSpot (below)

Step 2: Admin Enable Earnings Sync

  1. From Integrations, click Manage on the HubSpot Integration and navigate to the Manage Source tab

  2. Under Sync Settings, toggle Sync Earnings Data to HubSpot ON

    1. Note: If you are on the latest HubSpot integration version, and on QuotaPath's latest data engine, but are not seeing this toggle, ensure that you first "Re-authenticate" HubSpot to gain access to App Objects. This can be done from the Manage Source tab.

  3. Review any flagged discrepancies and adjust as needed within HubSpot, and then type the number of users noted in order to confirm and continue with the sync

    1. You can click the carat to expand the number of discrepancies and view details

  1. This will trigger an immediate sync of earnings data to HubSpot

    1. Note: After this initial sync, Earnings data will sync automatically twice daily at 5 AM and 5 PM ET

Step 3: Customize HubSpot View

  1. Admins can configure which Earnings properties display in HubSpot beyond the default HubSpot fields

  2. Optionally, associate Earnings with Deals to tie commissions to specific HubSpot deals

Step 3: Disabling App Objects

  1. Admins can disable the Earnings App Object at any time by navigating back to Sync Settings within QuotaPath

  2. Toggle Sync Earnings Data to HubSpot OFF, and confirm that you want to disable the sync

  3. Earnings data will be removed from HubSpot and will no longer continue to sync once confirmed

    1. Note that this may impact any reports or workflows that were previously using Earnings data

Earnings App Object Overview

Once configured, you’ll see a QuotaPath Earnings Object in HubSpot.

Example Uses:

  • Reporting:

    • Total earnings by rep, team, or product line

    • Commission as a % of revenue

    • Earnings by deal stage or contract type​​

  • Workflows:

    • Notify finance when commission exceeds a threshold

    • Flag high-earning deals for management review

  • Deal Association:

    • Link earnings records to HubSpot deals for a full view of sales + compensation performance

FYIs

  • Read-only: Users cannot edit earnings inside HubSpot.

  • Sync Schedule: Data syncs from QuotaPath twice daily (5 AM + 5 PM ET).

  • Disabling: Turning OFF the toggle immediately removes earnings data from HubSpot (reports/workflows previously using the Earnings object data will be impacted).

Common Use Cases

  • Finance teams: Track commission spend and ROI over time.

  • RevOps: Analyze earnings by product, region, or segment.

  • Sales managers: Coach reps by linking performance to compensation.

  • Executives: Evaluate incentive impact on revenue and rep productivity.

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