Once the deal is closed in Salesforce, it is time to pay commissions. With this integration, you can pass your deal data to the Commissionly commission management application. It will create an opportunity in Commissionly when the field in Salesforce is updated with your selected value and calculated the commission on the deal.
Use Insightly data to calculate commissions on:
- Calls Made
- Appointments Booked
- Deals Invoiced
- Deals Paid
Commission Plan Features include:
- Tiered Commission Plans – As an amount or %
- Bonus Payments – Additional incentives once goals are met.
- Splits – Allocate to Target, Commission or both.
Fast Integration via Zapier to add Sales Commission Management for Insightly
Commissionly Integrations Seamlessly with Insightly via the Zapier app.
Zapier is an integration platform that removes the need for code when connecting application. By using pre-built triggers – eg. A new deal in Insightly – and a pre-defined action – eg. create a new record in Commissionly you can set up integration in minutes.
Find out how Commissionly improve your sales commission management, speeding up your commission calculations and improving accuracy.
Using Commissionly to manage your commission program you can make both efficiency and monetary gains.
Reduced administration time, improved accuracy, in period information can either reduce costs or add money straight to the bottom line.
If you require help with building zaps, multistage, API or other levels of integration please contact us.