SimpleRev + Zapier | Automate Commission Tracking with No-Code Workflows

Use SimpleRev’s Zapier integration to connect with 5,000+ apps. Automate commission tracking, sync sales data, and eliminate manual tasks effortlessly.

Overview

The SimpleRev Zapier integration allows users to automate deal management by connecting their CRM with SimpleRev. Using this integration, users can:

  • Create a new deal in SimpleRev when a CRM event occurs (e.g., a deal is won).
  • Update an existing deal with new details from their CRM.

This integration is designed to streamline commission tracking and payout processes for sales teams.

Authentication

To use the SimpleRev Zapier integration, users must provide an API Key from their SimpleRev account. This key is used to authenticate requests and ensure secure data transfer.

API Key Setup:

  1. Log in to your SimpleRev account.
  2. Navigate to Settings > Deals > Zapier.
  3. Generate a new API Key.
  4. Enter the API Key in Zapier when setting up an action.

Actions

The SimpleRev Zapier integration includes two main actions: Create Deal and Update Deal.

1. Create Deal

Endpoint: POST <https://api.simplerev.io/api/zapier/new_deal>

This action creates a new deal in SimpleRev when triggered by an external CRM event (e.g., deal won in HubSpot or Salesforce).

Input Fields:

Field Type Required Description
id string Yes Unique deal ID from the CRM.
title string Yes Title of the deal.
amount integer Yes Dollar value of the deal.
won_at datetime No Timestamp for when the deal was won.
earned_at string No Timestamp for when the deal commission is earned.
payable_at string No Timestamp for when the deal commission is payable.
owner_id string Yes Primary rep ID for the deal.
owner_percent number No Percentage of commission earned by the primary owner.
secondary_owner_id string No ID of secondary rep(s) (if any).
secondary_owner_percent number No Percentage of commission for the secondary rep(s).
sales_engineer_id string No ID of the sales engineer involved.
sales_development_rep_id string No ID of the sales development rep involved.

Example Request:

{
  "id": "deal_12345",
  "title": "Main Street Plumbing",
  "amount": 5000,
  "won_at": "2025-02-17T10:00:00Z",
  "earned_at": "2025-03-01",
  "payable_at": "2025-03-15",
  "owner_id": "rep_001",
  "owner_percent": 70,
  "secondary_owner_id": "rep_002",
  "secondary_owner_percent": 30,
  "sales_engineer_id": "se_001",
  "sales_development_rep_id": "sdr_001"
}

Response:

{
  "event_id": "32b7a778-4ba1-4dbf-ab8c-8fe28d1b1b0c",
  "message": "success"
}

2. Update Deal

Endpoint: POST <https://api.simplerev.io/api/zapier/update_deal>

This action updates an existing deal with new information from the CRM.

Input Fields:

Field Type Required Description
id string Yes Unique deal ID from the CRM.
title string Yes Updated title of the deal.
amount string No Updated dollar value of the deal.
won_at datetime No Updated timestamp for when the deal was won.
earned_at datetime No Updated timestamp for when the commission is earned.
payable_at datetime No Updated timestamp for when the commission is payable.
owner_id string No Updated primary rep ID.
owner_percent integer No Updated percentage of commission for the primary owner.
secondary_owner_id string No Updated ID of secondary rep(s).
secondary_owner_percent integer No Updated percentage of commission for secondary rep(s).
sales_engineer_id string No Updated ID of the sales engineer involved.
sales_development_rep_id string No Updated ID of the sales development rep involved.

Example Request:

{
  "id": "deal_12345",
  "title": "Updated Deal Title",
  "amount": 6000,
  "won_at": "2025-02-20T10:00:00Z",
  "earned_at": "2025-03-05",
  "payable_at": "2025-03-20",
  "owner_id": "rep_001",
  "owner_percent": 75,
  "secondary_owner_id": "rep_002",
  "secondary_owner_percent": 25,
  "sales_engineer_id": "se_002",
  "sales_development_rep_id": "sdr_002"
}

Response:

{
  "event_id": "32b7a778-4ba1-4dbf-ab8c-8fe28d1b1b0c",
  "message": "success"
}

Setting Up in Zapier

  1. Log into Zapier and create a new Zap.
  2. Choose a Trigger App (e.g., your CRM) and select a trigger (e.g., "Deal Won").
  3. Choose SimpleRev as the Action App and select either "Create Deal" or "Update Deal".
  4. Connect your SimpleRev account using your API Key.
  5. Map your CRM fields to SimpleRev fields.
  6. Test and activate your Zap!

Troubleshooting

  • API Authentication Error: Ensure your API key is correct.
  • Missing Required Fields: Check that all mandatory fields are provided.
  • Incorrect Data Format: Ensure numeric and datetime fields are properly formatted.

For support, contact support@simplerev.io.

Ready to Automate Your Deals? Start using the SimpleRev Zapier integration today and streamline your commission tracking!

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