HubSpot App

The Suger app for HubSpot ships two cards. The main one is a deal card: add it to your deal record layout and a Suger tab appears on every deal. The second, Co-sell Insights, is a company card and is added separately.

Inside the deal card, a rep works from five tabs — Offers, Entitlements, Co-Sell, Funding, and Insights — with up to four action buttons across the top: New Offer, New Resale, New Funding, and Co-Sell. Which buttons you see depends on what your Suger organization has connected, and field mapping (optional) pre-fills their forms from deal properties.

Set up the app, then work a deal

1. Configuration — add the Suger app card to your deal record layouts, add the Co-sell Insights card to your company layouts, and confirm the Suger tab renders. Complete the HubSpot integration in Suger Console first; the cards will not appear otherwise.
2. Create Offer — build a private offer for the buyer on the deal: negotiated pricing, terms, and an expiry date, based on a product that already exists in Suger. The New Offer button also covers amendment offers and reseller offers.
3. Create CPPO — use the New Resale button instead of a private offer when the deal is with a reseller. You set the wholesale price; the reseller creates the final offer to the end customer.
4. Create Co-Sell — share the deal with AWS, Azure, or GCP as a referral, or with a Suger partner through Partner Management. Each destination is submitted separately and tracks its own status, and nothing is sent to your customer.
5. Create Funding — apply for AWS MDF or POC funding against the deal. AWS only, and the one action here that needs no product in Suger.

The Co-sell Insights company card

The second card, Co-sell Insights, is registered on the companies object, not on deals. Adding the Suger deal card does not add it — go to a company record, customize the record layout, and add Co-sell Insights the same way. The configuration page above covers both cards.

When something does not look right

• HubSpot FAQ and Troubleshooting — the consolidated answers for the app: required HubSpot scopes, what field mapping does, why the card may not appear, and how changes flow back to co-sell records.

Scope and limits

FAQ

• Does our integration with ACE have auto updates when deals are closed/lost or when the date changes to a new close date?

  Yes. Once an opportunity is submitted through Suger, depending on how your mapping is set up, you can expect any future update on your HubSpot deal to flow to Suger.

• Regarding the HubSpot automation, do I have to refresh Suger sync with ACE so those changes flow through?

  There is no need to. On a schedule — outbound CRM-to-partner sync runs about every 6 hours; see Referral Syncing for the current intervals. We collect the data and update the ACE records based on how things are mapped. So, if you made any changes to a deal on HubSpot, you should see an update on ACE in the coming hours.

• I noticed the Buyers do not have any Contacts. When we do the mapping, will every buyer record always have a full email address (i.e., a contact) sent to HubSpot?

  Yes, buyers don’t have a contact associated with them by default. With Suger, future Buyers will because that’s something that a feature Suger offers that AWS doesn’t. However, that will only be the case for new buyers after the integration.

• I understand that Suger can present a ‘propensity to buy’ metric. Can we build this into the data integrated into HubSpot?

  Yes, we support that. It’s part of the Co-Sell Implementation. When you submit one of your HubSpot deals to AWS, Suger will collect the Engagement Score for that customer and send it back to HubSpot. The only thing that’s needed is for you to provide the field where you want to store that information.