Auto-log partner commissions when HubSpot deals close won

By General Input

The moment a partner-attributed HubSpot deal closes, log the commission in Introw and celebrate the win in your partner-wins Slack channel.

Integrations

  • HubSpot
  • Introw
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Operations

Build an agent-based workflow triggered by a HubSpot webhook that fires whenever a deal moves to the closed-won stage. The agent reconciles partner credit and announces the win.

When the webhook fires, do the following in order:

1. Parse the incoming HubSpot payload to extract the deal id. Do not trust other fields from the payload.

2. Use HubSpot Search Deals to fetch the full deal record. Pull the deal name, amount, currency, deal owner, the associated company, and the custom partner attribution property (this is the source of truth for which partner gets commission). The exact property name should be configurable at setup time.

3. If the partner attribution property is empty, exit the run cleanly. No Slack post, no commission line, no error. Non-partner deals must not generate noise.

4. If a partner is attributed, call Introw List Partners and resolve the partner id by matching the attributed partner name or company domain against the partner list. If no match is found, post a single Slack message to the partner-wins channel flagging the unmatched partner so a human can resolve it, then stop.

5. With the resolved partner id, call Introw Create a Commission Line attaching the deal amount in the deal's currency, a description that references the deal name and the HubSpot deal id, and an internal note containing the link back to the HubSpot deal URL.

6. Post a celebratory message to the #partner-wins Slack channel using Slack Send a Message. The message should announce the partner name, the company that closed, the deal value formatted with currency, the deal owner, and confirm that a commission line was created in Introw. Use Slack mrkdwn formatting so the deal value and partner name stand out.

Behavioral rules: always re-fetch the deal in step 2 rather than trusting the webhook body. Skip silently when no partner is attributed. Before creating a commission line, optionally check Introw for an existing line that references the same HubSpot deal id and skip if one exists to prevent duplicates if a deal flips stages. Treat the Slack channel name and the HubSpot partner attribution property name as configurable inputs.

Related prompts

Explore more prompts
Call overdue Xero customers with an AI collections agentWin back LiveChat visitors whose chats went unansweredTurn Mailjet email clicks into ranked HubSpot follow-upsiMessage campaign console with pre-flight checks and delivery boardChat quality review board for LiveChat support leadsA searchable RFP answer library your bid team drafts fromSee which target accounts just started advertising on LinkedInAccount health board that puts product usage next to your CRMLook up a customer's full chat history mid conversationLusha prospecting workbench with credit-safe reveals