Outcome. A 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 map
Enrollment, branches and actions at a glance
sales-ops-048
flowchart TD
A[Deal closes won, rate/partner/split known] --> B[Custom code: calculate and create two split commission records]
B --> C{Calculation failed?}
C -->|Yes| D[Notify sales ops of failure]
C -->|No| E[Create split review task]
When to use it, when not to
- UseUse it together with sales-ops-020 (commission calculation), for deals explicitly flagged as co-sold with an agreed split percentage.
- UseUse 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.
- SkipDo 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.
- SkipDo 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).
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.6 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.4 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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