If you're using HubSpot to qualify referrals and want to issue commission-based rewards, you can automatically track your sale value from a property in HubSpot. This means Referral Factory can automatically calculate the value of your reward!
📌 Learn what else you can do with Referral Factory and HubSpot
📌 Learn more about commission-based rewards
→ In the Define Rules step of your Rewards Builder, select the Object and Property from HubSpot from which to track the sale value.
In most cases, you would want to track the HubSpot property Amount in the HubSpot object Deals as your sale value, however, you can track any property of your choice, as long as you follow these rules:
👉 You can only track the sale value from a property in the Deals object (like Amount) if your qualification method is set to qualify when a Deal Stage Would Change.
👉 Similarly, if your qualification method is set to qualify when a Contact Property Would Change, you can only track a sale value from a property in the Contact object.
