Auto-log partner commissions when HubSpot deals close won
The moment a partner-attributed HubSpot deal closes, log the commission in Introw and celebrate the win in your partner-wins Slack channel.
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.
Additional information
What does this prompt do?
- Listens for HubSpot deal stage changes and fires the moment a deal closes won.
- Reads the full deal record and checks the partner attribution field before doing anything else.
- If a partner is attributed, looks them up in Introw and creates a commission line tied to the deal amount, deal name, and a link back to HubSpot.
- Posts a celebration in your #partner-wins Slack channel with the partner, the company, and the deal value.
- Stays quiet for non-partner deals so the channel only fires for real wins to share.
What do I need to use this?
- A HubSpot account with deals and a property that tracks which partner sourced each deal.
- An Introw account with your partners already loaded.
- A Slack workspace with a channel for partner wins, like #partner-wins.
How can I customize it?
- Change which Slack channel gets the celebration, or route by partner tier or region.
- Point the workflow at whichever HubSpot deal property holds partner attribution in your portal.
- Add commission math: a flat percent of the deal amount, tier-based rates, or a finance-only internal note.
Frequently asked questions
What happens if a deal closes won but no partner is attributed?
Does it work if I track partner attribution in a custom HubSpot property?
What if the partner name in HubSpot does not match a partner in Introw?
Can I send the celebration to more than one Slack channel?
Will it double-create a commission line if the deal flips back to closed won later?
Related templates
Stop chasing partner commissions in spreadsheets.
Connect HubSpot, Introw, and Slack once. Geni logs the commission line and celebrates the win the moment a partner deal closes.