Skip to main content
Driven calculates commission from the deals in your CRM. Connect one CRM from Integrations in the sidebar. Only admins can open that page. Each CRM has a card. A connected CRM shows Connected. The others show Connect. Claude (MCP) has Set up instructions.
Integrations cards for HubSpot connected, Pipedrive, Salesforce and Claude (MCP)
Sync runs about once an hour. The first sync brings in history. Later syncs bring in what changed, including deals that were deleted in the CRM.

​
What is synced

  • Users, matched to people in Driven
  • Pipelines and stages
  • Deal properties, including custom fields
  • Deals
A new CRM user who is not already in Driven is created as Imported from CRM, with the Employee role. Driven matches an existing person by their CRM identity first, then by email. A user who is inactive in the CRM becomes Deactivated. Invite the people who should sign in. See Invite and enable users.

​
Currency

Each deal keeps the currency it has in the CRM. Formulas run in the plan’s currency. When the deal currency and the plan currency differ, Driven converts the amount. It uses the exchange rate stored on the deal in your CRM when that rate converts into your company’s reporting currency. Otherwise it uses a reference market rate from the date the deal counts. The rate is read again on every sync until the payout is locked. Approving a payout freezes the rate it was calculated with.

​
Connect, reconnect, disconnect

1

Open Integrations

Go to Integrations. Each CRM has a card.
2

Connect

Click Connect and sign in to the CRM. Grant the requested access. The card shows Connected when the sync can run.
3

Reconnect if access is missing

If the connection drops, or the CRM permissions are incomplete, the card shows Disconnected or a Missing permissions warning. Click Reconnect and grant access again.
Disconnect opens Disconnect Integration.
This will stop syncing CRM data. Existing payouts and historical data will be preserved.
Disconnecting does not delete payouts, plans or the deals already synced. It stops new changes arriving. Slack can be connected from the same page. Slack is used for notifications. It does not sync deals.

HubSpot

Connect a HubSpot portal.

Salesforce

Connect a Salesforce org.

Pipedrive

Connect a Pipedrive company.

Claude

Let Claude read plans, performance and payouts.

HubSpot

Connect HubSpot to sync users, pipelines, deal properties and deals into Driven about once an hour.

Salesforce

Connect Salesforce to sync users, pipelines, opportunity fields and opportunities into Driven about once an hour.

Pipedrive

Connect Pipedrive to sync users, pipelines, deal fields and deals into Driven about once an hour.

Claude and MCP

Connect Claude to your Driven company with a read-only MCP connector, so it can answer questions about plans, people, performance and payouts.

Chrome extension

Install the Driven Chrome extension to view and manage your payouts inside HubSpot, without leaving the CRM.
Last modified on October 27, 2026