Demo

Integrating EqualTo with HubSpot

In this mini demo, Eloise showcases how EqualTo can easily integrate with HubSpot. Say goodbye to manual exports, and automate your commission tracking with EqualTo.

2m48s

Share

Share via LinkedInShare via FacebookShare via Twitter
Integrating EqualTo with HubSpot
Eloise Osborne

Video transcript

0:05

Hi there, I’m Eloise, and in this mini demo

0:07

I will show you how to pull data from HubSpot into EqualTo and

0:11

filter it so it is ready to use.

0:14

Before building an incentive plan, EqualTo

0:16

must get the data used to compute commissions.

0:19

If your data is in HubSpot this mini demo is for you.

0:23

Now, let’s take a look at how it works.

0:25

To pull data from HubSpot,

0:26

you first need to connect to your HubSpot deployment.

0:36

Next, you need to authorize EqualTo to access your HubSpot

0:39

account, you can see how I do this here.

0:52

Now, EqualTo will pull data when you click

0:54

the "Sync now" button.

0:56

But, if you want EqualTo to automatically

0:58

pull data from HubSpot, you can configure a Sync Policy.

1:11

EqualTo will now automatically pull data from HubSpot at

1:14

2am, Monday to Friday.

1:17

Now we need to specify exactly what data EqualTo should pull

1:20

from HubSpot.

1:22

To do this, we need to create a data table on EqualTo that will

1:25

be automatically synced with the HubSpot deals table.

1:31

You have now pulled all deals from HubSpot and stored them

1:34

in the “Deals” data table on EqualTo.

1:38

But your work isn't quite done,

1:40

you should also specify what fields you need for your

1:43

commission calculation, and add whatever other filters you

1:46

require for the data.

1:48

You can do this in the “Data Table” editor.

1:51

On the top-left,

1:51

you can specify what “Deal” fields you want to pull.

2:12

If you only want to import the closed won deals,

2:14

you can filter this.

2:22

You can build an incentive plan directly on top

2:24

of this data table.

2:26

If you need to further transform or combine this data with other

2:29

sources, EqualTo supports multiple data connections and SQL

2:33

for more sophisticated data pipelines.

2:37

As you can see, EqualTo easily allows you to pull data from

2:40

HubSpot, making your commission process more

2:42

sophisticated and user-friendly for your team.

Other recommended videos