Suger

Referral Syncing

Keep your referrals up to date across your CRM and cloud partners — automatically.

Overview

After you share an opportunity or accept an inbound referral, Suger keeps that referral continuously in sync across three systems — your CRM (Salesforce or HubSpot), Suger, and the cloud partner (AWS, Azure, or GCP) — for the entire life of the deal.

A change made in one place is automatically reflected in the others, with no manual re-entry. Syncing runs in the background on a regular schedule, and you can also trigger it on demand.

How Syncing Works

Suger syncs referrals in two directions:

Outbound — from your CRM to the cloud partner. When you update an opportunity/deal in your CRM (for example, the close date, stage, or deal value), Suger pushes those changes out to the cloud partner’s co-sell portal. You control exactly which fields are kept in sync from the Sync Fields configuration.

Inbound — from the cloud partner to your CRM. When the cloud partner updates a referral on their side (for example, the status changes, a stage advances, or new details are added), Suger pulls those changes back into the matching opportunity/deal in your CRM.

Only fields that actually changed are updated. Suger compares the latest values on each side and leaves everything else untouched, so syncing never overwrites unrelated data in your CRM.

How Often It Syncs

Syncing happens automatically in the background:

  • Inbound (partner → CRM) — about every 3 hours. New inbound referrals are detected sooner, usually within a few minutes.
  • Outbound (CRM → partner) — about every 6 hours.

The Last Update Time shown on each referral reflects its most recent successful sync.

Run a Sync Manually

You don’t have to wait for the next scheduled sync. From the co-sell referrals table, use:

  • Inbound Sync — pull the latest referrals and updates from a cloud partner into Suger. Use this if a referral is missing or seems delayed.
  • Outbound Sync — push your CRM opportunities to the cloud partner’s co-sell portal right away.

Each option lets you choose the cloud partner (AWS, Azure, or GCP). Once a sync starts, Suger runs it in the background.

You can check the status of any sync — automatic or manual — in the Logs table under Metrics → Logs. Set the Workflow Type filter to Sync to see each run’s status (such as Completed or Failed), provider, and timestamp.

What Gets Synced

  • Referral fields — the fields you configured under Sync Fields (outbound) and your inbound field mappings.
  • Status & stage — the partner’s status and stage are mapped to Suger’s unified status. See Status & Stage.
  • Contacts — customer contact details are synced into your CRM. For AWS, contact information is shared 10–30 minutes after a referral is accepted; see Inbound Referral.

Referrals in an inactive state — Draft, Rejected, Expired, or Closed — are not re-synced.

Troubleshooting

My change hasn’t appeared yet. Automatic sync runs every few hours. If you need it sooner, run a manual sync.

A field changed back to a different value. When the same field is updated in both your CRM and the partner portal between syncs, the most recent change wins. If a field shouldn’t be synced at all, adjust your Sync Fields configuration.

A referral shows “Update Failed”. Hover over the status to see the error message, fix the underlying data, and the next sync will retry. See Status & Stage for error troubleshooting.