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Create a commission calculation record on a custom object when a deal is closed won

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Enterprise

Seat pricing: Enterprise edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Enterprise.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeEvery closed-won deal produces exactly one commission record with the amount, rate, and calculated payout captured at close, instead of a spreadsheet someone rebuilds every payroll cycle.
Workflow mapsales-ops-020
Deal stage changes to closed won, rate known leads to Custom code: calculate and create commission record. Custom code: calculate and create commission record leads to Calculation failed?. Calculation failed? leads to Yes: Notify sales ops of failure; No: Create commission review task. Yes No Deal stage changes to closed won, rate known Custom code: calculate and create commission record Calculation failed? Notify sales ops of failure Create commission review task
Deal stage changes to closed won, rate known leads to Custom code: calculate and create commission record. Custom code: calculate and create commission record leads to Calculation failed?. Calculation failed? leads to Yes: Notify sales ops of failure; No: Create commission review task. Yes No Deal stage changes to closed won, rate known Custom code: calculate and create commission record Calculation failed? Notify sales ops of failure Create commission review task

When to use it, when not to

Use it

  • Use it when commission math is simple enough to express as one rate applied to one deal amount (flat percentage per deal). This is not a full commission engine; it does not handle tiered accelerators, clawbacks, or split deals on its own (see sales-ops-048 for splits).
  • Use it when finance or sales ops wants an auditable record per deal that will not change even if the deal's amount is edited later.
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Skip it

  • Do not use it if your compensation plan varies commission rate by product mix within a single deal; that needs line-item-level logic this workflow does not attempt.
  • Do not use it without Data Hub or Sales Hub Enterprise (or Service Hub Enterprise); custom objects, and workflows that create custom object records, require an Enterprise-tier subscription (https://knowledge.hubspot.com/object-settings/create-custom-objects).
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The rest of this spec

Prerequisites · 7 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 4 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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