1.Detect opportunity moved to closed status
Integrate Close and CRM workflows to capture the opportunity and contact details when status changes and pass close date and deal value onward.
Create commission tracking rows for newly closed opportunities
Automatically detect opportunities moving to a configured closed status across Close and CRM tools. Create and update dated commission tracker rows by formatting close dates, looking up rep rates, and calculating commission amounts for commission reporting without manual row updates.
How this automation creates commission tracker rows
When an opportunity moved to the configured closed status is handled manually, commission reporting delays and errors follow. This automation captures deal details, formats dates and rates, computes commission, and creates a dated Google Sheets tracker rowβso your team can post accurately.
Closeor swap with your favorite app
2.Formats the close date for tracking
Integrate Formatter by Zapier and date formatting tools to format the close date and map it to the tracker date column.
Formatter by Zapieror swap with your favorite app
3.Looks up rep rate records
Integrate Zapier Tables and lookup logic to find the rep rate record by opportunity owner or referenced rep ID and map rate fields.
Zapier Tablesor swap with your favorite app
4.Calculates the commission amount
Integrate Formatter by Zapier and calculation tools to compute commission as deal value multiplied by the looked up rate percentage.
5.Creates commission tracker rows
Integrate Google Sheets and spreadsheet reporting to create a new tracker row with date, name, contact fields, rate, and computed commission.
Google Sheetsor swap with your favorite app
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Streamline rep payouts with automated commission calculations, deal-based updates, and exception alerts
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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