If your team splits credit on a HubSpot deal using the native Hubspot Deal Split object, you should map your QuotaPath component to Deal Splits rather than Deals.
A Hubspot Deal Split record identifies an individual’s share of a deal whereas mapping only to the parent deal may credit the full amount to just the deal owner instead.
Before you start
Connect HubSpot to QuotaPath on the Integrations page and select Deal Splits among the objects to import (Integrations page > "Manage" on your Hubspot connection card > Objects tab, if you've already sync'd other objects). Make sure the Deal Split object finishes syncing.
Confirm the split records in HubSpot have the correct people and amounts or percentages.
Confirm the people receiving credit are assigned to the appropriate QuotaPath plan.
Decide whether your plan pays on the split deal amount or on a different commissionable amount. If you need to apply a split percentage to a custom amount, contact QuotaPath Support for help with the required field.
Start a mapping
In QuotaPath, open Plans and select the plan you want to update.
Open the earnings component you need to earn on Deal Splits and click Map Data Source or Edit the existing mapping.
If starting a new mapping, choose Create New Mapping. If you do edit an existing mapping, review its object and fields before applying it.
Name the mapping, select HubSpot as the data source, and choose Deal Splits as the object.
If the component is currently mapped to Deals, you’ll need to remap it to the split object to use split-level records. Repeat this for each component that should calculate from splits.
CAUTION: Remapping existing, active components can cause changes to approved and paid-out earnings. If you do not intend to change past earnings and payouts, consider using new components or new plans to time-bound the deals affected by the new deal split mappings.
Map your fields
Match each QuotaPath field to the appropriate HubSpot property:
QuotaPath field | What to map |
Deal Name | The name of the associated HubSpot deal. Likely "Deal: Deal Name." |
Deal Date | The date your plan uses, such as the deal’s close date. Likely "Deal: Close Date." |
Deal Owner | Deal Split Deal Owner property |
Deal Amount | Deal split amount is the most common deal split record value used. This is the Deal Split Owner's individual portion of the deal. |
Hubspot Deal and Deal Split records are natively attached in QuotaPath, meaning, if you are mapping to the deal split object, you will have access to all of the deal properties as well in your mappings. The Deal properties are the ones whose name starts with "Deal:" in the field list dropdowns. These are most commonly used for mapping fields like Deal Name, Deal Date (Close Date), Deal Stage and Deal Type.
Use the Deal Split Deal Owner property for your Deal Owner mapping and select Match Deal Data to Plan Assignee so each split is credited to the matching plan assignee. The Add Deals to All Plan Assignees option gives every assignee credit and is generally not the right choice for individually assigned splits.
Avoid applying the split twice. If the mapped amount already represents the individual’s share, don’t also multiply it by the split percentage in your plan or adjust commission rates. Confirm the calculation and percentage format before publishing your plan to active.
Custom Deal Amount fields
Sometimes QuotaPath customers use deal splits for only the percentage share of deals, but use other deal properties for computing the actual deal values attributed to each deal split member.
Example: A deal split record is created indicating a 50/50 split. The Deal split amount property on the Split record is based on Total Contract Value, whereas commissions are actually paid on the Deal: ARR amount.
QuotaPath supports custom logic involving Deal Split record %s and fields on other objects, but that setup has to be built by our Solutions team. Speak with your Account Manager or Customer Success Manager to set that up.
Set Closed/Won criteria and filters, then sync
Click Next and define your Closed Won criteria—for example, the associated deal’s stage is Closed Won. Most commonly, the "Deal: Deal Stage" property is used.
If you want to show forecasted or lost deals, define Pipeline and Closed Lost criteria too.
Add any filters needed for the component, such as deal type or pipeline.
Click Sync to save the mapping and sync the data.
Repeat for other components that should use deal splits.
Check your results
After the sync, review a few known split deals before relying on the results for payouts:
Check that each intended team member receives credit for their own split.
Compare the mapped amount, deal date, stage, attainment, and earnings against HubSpot and the plan.
Check for missing or duplicate records, including deals whose splits were recently changed.
If some deals don’t have split records, confirm how those deals should be handled with QuotaPath Support.
Example: A $10,000 commissionable deal split 50/50 should use $5,000 as each person’s commissionable amount if the plan pays on each person’s share. Apply each person’s plan rate to that amount.
Troubleshooting
I don’t see Deal Splits in the object list when I go to map.
Check the HubSpot integration’s selected objects on the Integrations page. If the object is selected but still unavailable, contact QuotaPath Support.
Only the parent deal owner is getting credit.
Check that the component is mapped to Deal Splits, that the owner field identifies the correct person on the split, and that the person is assigned to the plan.
The amount or earnings look too high.
Check whether the mapping uses the full deal amount rather than the split amount, whether the same credit is being added to all plan assignees, or whether duplicate split records appear. Review changes with Support before payouts.
A field is missing.
Confirm it’s available in HubSpot and included in the synced data. If you need a custom commissionable amount multiplied by a split percentage, contact your Account Manager, Customer Success Manager or Support about the appropriate setup.