Setup in 30 minutes
From HubSpot install to first commission — same afternoon
Sign up, connect HubSpot, write your commission rules, and watch payouts calculate themselves. Most teams are running real commissions in PayClarity within thirty minutes of installing.
Create your workspace
Sign up with email or HubSpot. Every workspace gets a 14-day free trial on the Unlimited plan — no credit card required. Invite your finance lead and at least one rep so you can see role-based access in action immediately.
Connect HubSpot
Install the HubSpot integration via OAuth and pick the pipelines and stages that drive commissions. PayClarity backfills your historical deals so existing commission lines show up right away, then keeps the workspace in sync with webhooks.
Write your commission rules
Use the rule builder to translate your sales comp plan into rules: flat, tiered, percentage-of-deal, splits, manager overrides, caps. Each rule has a scope (pipeline, stage, product) and a priority so overlaps resolve cleanly.
Approve and pay out
Review commission lines, route them through your approval chain, and export a payroll-ready CSV. Optional: connect QuickBooks, Xero, Zoho Books, or FreshBooks so payouts only fire when the deal's payment actually clears.
Quick answers about setup
- How long does the initial setup take?
- Most teams get to their first calculated commission within thirty minutes. Heavy custom rules and accounting integrations add an hour or two on top.
- Do you back-fill historical commissions?
- Yes. When you connect HubSpot we pull historical deals so your reps and finance team can see commissions on closed-won deals from the start — useful for testing rules without a live month.
- Can I run PayClarity in parallel with our spreadsheet?
- That's exactly how most teams start. Run both for one month, compare outputs, fix any rule gaps, and cut over when you trust PayClarity's numbers.
Start automating your sales commissions
Connect HubSpot, define your commission rules, and watch payouts calculate themselves. Free trial — no credit card required.