HubSpot + accounting

Sync the tools your sales and finance teams already use

Connect PayClarity to HubSpot for deal data, then optionally pair it with QuickBooks Online, Xero, Zoho Books, or FreshBooks to match payments and invoices to deals before commissions are paid.

HubSpot CRM

Required

PayClarity is HubSpot-native. Install via OAuth, pick the pipelines and stages that drive commissions, and we sync deals, line items, owners, and amounts continuously. Webhooks recompute commission lines whenever a deal moves, splits change, or amounts are corrected.

  • OAuth install — no IT ticket required
  • Pipeline + stage scoping per workspace
  • Realtime webhooks for deal updates
  • Two-way sync of deal ownership and splits

QuickBooks Online

Optional · Accounting

Pull invoices and customer payments from QuickBooks Online and match them to HubSpot deals. Use auto-map when confidence is high; review suggested matches when it isn't. Commissions disburse only on real cash received — not promises.

  • Invoice + payment ingestion
  • Auto-map and best-match suggestions
  • Customer email correlation
  • Disbursement lock when a payment is mapped

Xero

Optional · Accounting

Same deal-to-payment matching, this time for Xero shops. Connect a tenant, pull invoices and payments, and commission only on what's actually been collected.

  • Per-tenant OAuth + token refresh
  • Invoice and payment sync
  • Match suggestions with confidence scores
  • Webhook-driven updates

Zoho Books

Optional · Accounting

Same flow for Zoho Books — connect, sync invoices and payments, map to HubSpot deals, and trigger commissions on collection.

  • Multi-region Zoho data centers
  • Invoice + payment sync
  • Map suggestions and bulk mapping
  • Customer email correlation

FreshBooks

Optional · Accounting

FreshBooks customers get the same payment-matching pipeline. Connect, sync invoices and payments, and gate commission payout on cash received.

  • OAuth install per account
  • Invoice + payment sync
  • Auto-map and suggestions
  • Disbursement lock on mapped payments

Stripe (billing only)

PayClarity billing

Stripe handles PayClarity's own subscription billing — secure checkout, customer portal, invoicing, and trial management. Your customers and deals stay in HubSpot.

  • Hosted checkout + customer portal
  • Trial periods and proration
  • Reliable invoice + refund handling

Start automating your sales commissions

Connect HubSpot, define your commission rules, and watch payouts calculate themselves. Free trial — no credit card required.