Setting up QuotaPace

What to expect when you connect HubSpot

1. Connect your HubSpot account

From Settings, click "Connect HubSpot" and authorize QuotaPace via HubSpot's standard OAuth flow. QuotaPace requests read-only access — we never write to your HubSpot account in this version.

2. Initial data sync

QuotaPace pulls up to 12 months of historical deal data the moment you connect, so you have real numbers from day one. This can take 1-2 minutes for larger teams. After that, QuotaPace syncs automatically every 4 hours.

3. Map your pipeline

Confirm which HubSpot deal pipeline represents your core sales motion, and map your deal stages so QuotaPace can weight pipeline coverage correctly.

4. Set quotas

Enter your team's quota targets by rep, and choose your reporting cadence (monthly, quarterly, or both alongside your annual target).

5. You're set

QuotaPace will show your team's pacing status, AI Coaching, and Path to Target from here — recalculated continuously as new HubSpot data comes in.