Suger

HubSpot FAQ and Troubleshooting

Answers to common questions and fixes for issues you may hit while using the Suger App in HubSpot.


Overview

This page covers frequently asked questions and troubleshooting for the Suger App in HubSpot. If you’re setting up the app for the first time, start with Configuration and, before that, Integration with HubSpot.

Frequently asked questions

  • Do I need to complete the HubSpot integration before using the Suger App?

    Yes. The integration must be completed and verified in Suger Console before the Suger App card will appear in HubSpot. See Integration with HubSpot to set this up first.

  • What HubSpot permissions does the Suger integration need?

    Suger requires a dedicated integration user with view and edit access on CRM contacts, companies, and deals, plus permission to edit property settings and access the App Marketplace. The specific scopes required are: crm.schemas.companies.read/write, crm.schemas.contacts.read/write, crm.schemas.deals.read/write, crm.objects.companies.read/write, crm.objects.contacts.read/write, crm.objects.deals.read/write, and crm.objects.owners.read.

  • Can I add the Suger app card to more than one deal view?

    Yes. The app card is added per view — repeat the customization steps for each view your team uses. See Configuration.

  • What is field mapping and do I need it?

    Field mapping is an optional configuration that automatically pre-fills offer and co-sell forms with data from the HubSpot deal — like company name, deal value, or close date. You can create offers and referrals without it, but you’ll need to fill in all fields manually. Contact your admin to set it up.

  • Can I submit co-sell referrals to AWS, Azure, and GCP from the same deal?

    Yes. Click Co-Sell in the Suger panel for each cloud partner separately. Each referral is independent and tracks its own status.

  • How does Suger sync changes from HubSpot to my co-sell referrals?

    Suger automatically syncs updates from your HubSpot deals to linked referrals. If you update mapped fields on a deal, those changes flow through to the cloud partner without any manual action required.

  • Can I enrich HubSpot deal and company records with marketplace intelligence data?

    Yes. Suger’s CRM Enrichment feature can automatically populate HubSpot properties with engagement scores and marketplace metrics from AWS, Azure, and GCP. Enrichment syncs every 12 hours (midnight and noon UTC). This is configured in Suger Console → SettingsIntegrationsHubSpotEnrichment tab. See Integration with HubSpot for setup details.

  • What intelligence signals can Suger write into HubSpot?

    Suger can sync the following signals into custom HubSpot properties:

    • AWS — Engagement Score, Marketplace Count, Marketplace Review Count, Marketplace Purchase Count
    • Azure — Engagement Score, Event Score, Usage Score, Marketplace Count, Marketplace Review Count, Marketplace Purchase Count
    • GCP — Engagement Score, Marketplace Count, Marketplace Review Count, Marketplace Purchase Count
  • How do I stop the integration without deleting everything?

    To temporarily pause enrichment, set Update records that already have enrichment data to Never in the enrichment configuration — Suger will stop refreshing existing records but won’t remove anything. To fully remove the integration, click the 🗑️ button on the HubSpot card in Suger Console → SettingsIntegrations. You can also uninstall the Suger App directly from your HubSpot account settings.

Troubleshooting common issues

IssuePossible causeResolution
Suger does not appear in HubSpot’s Apps list when customizing a deal viewThe HubSpot integration has not been completed or verifiedComplete the integration first. The status in Suger Console must show Verified
Suger app card was added to the deal view but is not visible on deal recordsThe record customization was not savedGo back to Customize record, confirm the Suger card is in the layout, and click Save and exit
Suger app card shows an error or blank stateThe integration connection has been disruptedGo to Suger Console → SettingsIntegrationsHubSpot and click Verify to re-verify the connection
No New Offer, CPPO, or Co-Sell button visible in the Suger panelIntegration connection is broken or unverifiedRe-verify the integration as above
Offer or referral created in HubSpot is not visible on the dealSync between Suger and HubSpot is delayedRefresh the page after a few minutes. Confirm the record was created successfully in the Suger Console
Offer URL is not available after creating an offerThe cloud marketplace has not finished processing the offerWait 3–5 minutes and refresh the page. The URL appears once the marketplace confirms the offer
HubSpot form fields are not pre-filling from the dealField mapping has not been configuredField mapping is optional — contact your admin to set it up
Enrichment data is not appearing on HubSpot recordsCustom properties don’t exist, or the integration user lacks write accessConfirm custom properties are created in HubSpot and that the integration user has edit access on those properties
Enrichment sync shows “Active” status but no refresh is happeningUpdate records that already have enrichment data is set to NeverUpdate the setting to Every N days or Immediately in Suger Console → Enrichment configuration