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Create a commission split record for co-selling deals with two owners

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.

Custom4 stepsUpdated for HubSpot seat pricing
OutcomeA co-sold deal produces two linked commission records, one per rep, split by an agreed percentage, instead of one rep's commission record covering the whole deal and a manual conversation to sort out the split afterward.
Workflow mapsales-ops-048
Deal closes won, rate/partner/split known leads to Custom code: calculate and create two split commission records. Custom code: calculate and create two split commission records leads to Calculation failed?. Calculation failed? leads to Yes: Notify sales ops of failure; No: Create split review task. Yes No Deal closes won, rate/partner/split known Custom code: calculate and create two split commission records Calculation failed? Notify sales ops of failure Create split review task
Deal closes won, rate/partner/split known leads to Custom code: calculate and create two split commission records. Custom code: calculate and create two split commission records leads to Calculation failed?. Calculation failed? leads to Yes: Notify sales ops of failure; No: Create split review task. Yes No Deal closes won, rate/partner/split known Custom code: calculate and create two split commission records Calculation failed? Notify sales ops of failure Create split review task

When to use it, when not to

Use it

  • Use it together with sales-ops-020 (commission calculation), for deals explicitly flagged as co-sold with an agreed split percentage.
  • Use it when the split is a simple two-way percentage agreed before or at close; this does not handle three or more co-sellers or variable, tiered splits.
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Skip it

  • Do not use it for every deal by default; most deals have a single owner and should go through sales-ops-020 alone. This fiche only fires when a partner owner and split percentage are explicitly set.
  • 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 · 6 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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FreeCreate SDR-to-AE handoff task when a meeting is bookedContact6 steps Create a commission calculation record on a custom object when a deal is closed wonDeal4 steps Create a commission dispute / adjustment record on the commission custom objectCustom5 steps Route a commission record to a manager for approval via a custom object workflowCustom7 steps

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