HubSpot Diamond Solutions Partner
HubSpot & Paylocity Integration: Unify HR Data with Revenue Operations
Bridge your Human Capital Management and CRM to automate user lifecycle management and sales compensation.
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Empower HR with Automated Sales Context
Paylocity excels at managing the employee lifecycle, but it often lacks visibility into the revenue activities that drive compensation. By integrating Paylocity with HubSpot, we turn isolated payroll data into a dynamic engine that supports your Go-to-Market strategy.
Automated Commission Processing: Pull closed-won deal data from HubSpot directly into Paylocity to calculate variable pay and bonuses without spreadsheets.
Streamlined Onboarding: Trigger HubSpot account creation and sales enablement workflows immediately when a new hire is added to Paylocity.
Accurate Org Charts: Ensure sales territories and reporting lines in Paylocity reflect the reality of your active deal owners.
Paylocity excels at managing the employee lifecycle, but it often lacks visibility into the revenue activities that drive compensation. By integrating Paylocity with HubSpot, we turn isolated payroll data into a dynamic engine that supports your Go-to-Market strategy.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Secure Your CRM with Validated Workforce Data
HubSpot is the heart of your customer operations, but it becomes vulnerable when user data is stale. Integrating with Paylocity ensures that every user in your CRM is an active, verified employee, protecting your pipeline and ensuring data accuracy.
Instant Deactivation: Automatically revoke HubSpot access and reassign leads the moment an employee is marked as terminated in Paylocity.
Role-Based Access Control: Map Paylocity job titles to specific HubSpot permission sets, ensuring users only access data relevant to their function.
Revenue-Per-Employee Insights: correlate Paylocity compensation data with HubSpot revenue dashboards to analyze true sales performance and ROI.
HubSpot is the heart of your customer operations, but it becomes vulnerable when user data is stale. Integrating with Paylocity ensures that every user in your CRM is an active, verified employee, protecting your pipeline and ensuring data accuracy.
Flexible and Robust Sync Architecture
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
We build middleware that respects your unique HR hierarchies, handling the nuances of how you define "active" users versus how you manage CRM licenses.
- Bi-Directional & Uni-Directional Sync: Push new hires from Paylocity to HubSpot, or write back sales performance metrics to HR records for performance reviews.
- Real-time & Scheduled Syncs: Utilize webhooks for immediate security updates (terminations) while scheduling heavy payroll batches for off-peak hours.
- Custom Sync Logic & Triggers: Filter syncs based on department codes or employment status (e.g., "Active" vs. "Leave of Absence").
- High-Volume Data Handling: Process thousands of employee records and historical payroll data points without hitting API rate limits.
Comprehensive Object and Field Mapping
We ensure every piece of critical data, standard or custom, has its place in your connected Hubspot Paylocity ecosystem.
HubSpot
Paylocity
- Users / Owners
- Custom Objects (Commissions)
- Deals (Revenue Data)
- Internal Contacts
- Teams / Territories
- Employees / Staff
- Payroll / Compensation Data
- Performance / Bonus Metrics
- Candidates / New Hires
- Cost Centers / Departments
- Users / Owners Employees / Staff
- Custom Objects (Commissions) Payroll / Compensation Data
- Deals (Revenue Data) Performance / Bonus Metrics
- Internal Contacts Candidates / New Hires
- Teams / Territories Cost Centers / Departments
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
We implement an automated "kill switch" where changing an employee's status to terminated in Paylocity immediately locks their HubSpot account, preventing unauthorized access to your pipeline.
Yes. We map closed-won deal values and dates from HubSpot directly into Paylocity's payroll module, allowing you to run commission checks based on accurate, real-time revenue data.
Absolutely. We can map custom fields from Paylocity—such as office location or certification level—to HubSpot user properties to automate territory assignment and lead routing.
We use unique identifiers, such as the Paylocity Employee ID or corporate email address, as the primary key to ensure records are matched precisely and never duplicated.
Yes. We can batch process historical payroll data from Paylocity and populate it into HubSpot custom objects, allowing for long-term trend analysis of sales performance vs. cost.
Ready to Unify Your People and Revenue Data?
Your workforce drives your revenue; their data shouldn't be stuck in a silo. Let's build a bridge between Paylocity and HubSpot that automates your busywork, secures your systems, and gives you a clear view of your business performance.
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