Priority: High
Feature description:
The integrations/ module defines a connector framework but ships no first-party CRM connectors. Salesforce and HubSpot are the two most common CRM sources for sales transaction data. Without them, customers must manually upload transaction files, creating data quality risk and adoption friction.
Proposed behavior:
- Salesforce connector: OAuth 2.0 connected app flow; polls
Opportunity (and optionally OpportunityLineItem) on a configurable schedule using the Bulk API 2.0 for large orgs.
- HubSpot connector: private app token; syncs
Deals with stage filter (only closed-won).
- Both connectors map CRM fields to the OpenComp
Transaction schema via a configurable field-mapping UI in the admin portal.
- Sync history tab: last run time, record count, error log.
- Webhook option: receive real-time closed-won events instead of polling.
Why it matters:
Manual CSV uploads are the #1 complaint in legacy comp admin tools. A live CRM sync eliminates the upload step entirely and ensures commissions are calculated on fresh data.
Priority: High
Feature description:
The
integrations/module defines a connector framework but ships no first-party CRM connectors. Salesforce and HubSpot are the two most common CRM sources for sales transaction data. Without them, customers must manually upload transaction files, creating data quality risk and adoption friction.Proposed behavior:
Opportunity(and optionallyOpportunityLineItem) on a configurable schedule using the Bulk API 2.0 for large orgs.Dealswith stage filter (only closed-won).Transactionschema via a configurable field-mapping UI in the admin portal.Why it matters:
Manual CSV uploads are the #1 complaint in legacy comp admin tools. A live CRM sync eliminates the upload step entirely and ensures commissions are calculated on fresh data.