PayClarityPayClarity
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Connect your stack

Built for HubSpot. Connected to your accounting.

One OAuth click to sync deal data from HubSpot. One more to match payments from your accounting platform. Commissions stay accurate without manual data entry.

How it works together

PayClarity sits between your CRM and your accounting tool. Deals flow in from HubSpot, payments flow in from your books, and commissions calculate automatically.

HubSpot CRM
Deals, owners, pipelines
PayClarity
Rules, splits, approvals
Accounting
Payments, invoices
Real-time webhooks OAuth 2.0 - no keys to manage Token auto-refresh
CRM

HubSpot CRM

Required

PayClarity is HubSpot-native. Install via OAuth, choose the pipelines and stages that drive commissions, and we sync everything continuously. When a deal moves, an amount changes, or ownership splits update - commissions recalculate in seconds, not overnight.

OAuth install
No IT tickets - click, authorize, done
Pipeline & stage scoping
Sync only what matters to comp
Real-time webhooks
Commissions recalculate in seconds
Historical backfill
Past deals import on first connect
Deal ownership sync
Owner changes auto-update splits
Line item support
Product-level commission rules
Multi-pipeline
Different rules per sales motion
HubSpot Marketplace
Listed and verified by HubSpot
Read the HubSpot setup guide

What we sync

  • Deals (all stages, amounts, close dates)
  • Deal owners & team assignments
  • Line items & products
  • Pipelines & deal stages
  • Custom deal properties (for rule scoping)
  • Company & contact associations
Sync method
Webhooks + polling fallback
Sub-second for webhook events. 5-min polling safety net for anything missed.
Accounting

Commission on cash received, not deal close

Connect your accounting tool so PayClarity only disburses commission when a payment actually clears - not when a deal is marked closed-won. Choose any one (or none if you commission on deal close).

QuickBooks Online

Pull invoices and payments, auto-map to HubSpot deals by customer email and amount.

  • Invoice + payment ingestion
  • Auto-map with confidence scoring
  • Customer email correlation
  • Bulk mapping for large books

Xero

Connect your Xero tenant, sync invoices and payments, and commission only on collected revenue.

  • Per-tenant OAuth + auto-refresh
  • Invoice & payment sync
  • Match suggestions with scores
  • Webhook-driven updates

Zoho Books

Multi-region support for Zoho data centers. Same deal-to-payment matching flow.

  • US, EU, IN, AU data centers
  • Invoice + payment sync
  • Bulk mapping tools
  • Customer email correlation

FreshBooks

OAuth connect per account. Invoices and payments auto-sync for payment gating.

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

Every accounting integration includes

Auto-map engine
Matches payments to deals by customer email, amount, and date proximity. Preview before confirming.
Disbursement lock
Once a payment is mapped to a deal, the commission line locks - no double-pays, no manual holds.
Continuous sync
New invoices and payments flow in automatically. No nightly exports or manual CSV uploads.
Cash-basis gating
Commission only accrues when cash is collected. Deals without matching payments stay in pending.
One-click connect
OAuth 2.0 install with automatic token refresh. No API keys, no config files, no IT tickets.
Multi-currency
Payments in any currency are matched and converted to your workspace base currency for commission.
Payment matching

From invoice to commission in four steps

1

Payments sync in

Invoices and payments flow from your accounting tool into PayClarity via OAuth sync.

2

Auto-match engine runs

PayClarity matches each payment to a HubSpot deal using email, amount, and date. High-confidence matches auto-confirm.

3

Review suggestions

Low-confidence matches surface as suggestions. Approve, reject, or manually map in one click.

4

Commission unlocks

Once a deal has a confirmed payment match, commission lines move from pending to eligible for payout.

Enterprise-grade connection security

Every integration uses OAuth 2.0 with automatic token refresh - no API keys stored, no secrets in config files, no IT tickets.

OAuth 2.0
Every integration
0
API keys stored
Auto
Token refresh
TLS 1.3
Data in transit

Connect HubSpot in 2 minutes

Start a 14-day free trial, install the HubSpot integration, and see commissions calculate on your real deals - before your next team standup.

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Start automating your sales commissions

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

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