# HubSpot Referral State

Track which cloud partners each HubSpot deal has been shared with, using a custom Referral State property.

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## Overview

The HubSpot Referral State property is a custom HubSpot deal property that records the referral status of a deal — that is, which cloud partners (AWS, Azure, GCP) the deal has already been shared with for co-sell. Once configured, Suger keeps this property in sync so you can filter your HubSpot deals by their referral state directly in the Suger Console.

Setting this up has three parts: create the custom property in HubSpot, configure it in Suger, then use it to filter your deals.

## Create the Custom Property in HubSpot

Before configuring the property in Suger, create a custom property in HubSpot. If you already have a suitable property, you can skip this section.

### Step 1: Create a property group

1. In HubSpot, go to **Settings** and open the **Properties** menu under **Data Management** in the left sidebar.
2. Select **Deal** object properties and click the **Groups** tab.
3. If an existing group meets your needs, use it. Otherwise, click **New Group** to create one.

![HubSpot deal property groups](images/inline_18476e-62691_1.png)

### Step 2: Create the new property

1. In **Settings**, open the **Properties** menu under **Data Management** and select **Deal** object properties.
2. Switch to the **Properties** tab and click **New Property**.
3. Ensure the object type is set to **Deal** and choose the appropriate group (the one you created earlier, if applicable).
4. Label the property **Referral State** (or any name you prefer).
5. Set the field type to **Multiple Checkboxes** with at least three options: **AWS**, **Azure**, and **GCP**.
6. Click **Create**. Your new property now appears in the property list.

:::warning
The options must match **AWS**, **Azure**, and **GCP** exactly, including case. Mismatched values will not sync correctly.
:::

## Configure in Suger

### Step 1: Set the Deal Referral State property

1. Edit the HubSpot integration in the [Suger Console](https://console.suger.io/settings?tab=integrations).
2. In the **Advanced** section, find the **Deal Referral State Property** option.
3. Enter the label of the property you created in HubSpot.
4. If the property is not listed, click the refresh button to reload it.
5. Click **Verify**. If everything is correct, click **Save** to apply the settings.

![Deal Referral State Property setting in Suger](images/inline_18476e-62691_2.png)

### Step 2: Sync referral state with HubSpot

1. Click the **Sync** button on the HubSpot integration.
2. It takes several minutes to update the referral state of all deals.

## Use the Property in Suger

Once the referral state is syncing, you can filter your HubSpot deals in the Suger Console based on whether they have already been shared.

### Filter out deals that were shared before

1. Click **Co-Sell** in the left sidebar and switch to the **HubSpot** tab.
2. Click **Filters** and add a new filter.
3. Set the field name to **Referral State** (or your own property name if different).
4. Set the operator to **IS NULL**.

![Filter for deals with no referral state](images/inline_18476e-62691_3.png)

### Filter deals already shared with cloud partners

1. Click **Co-Sell** in the left sidebar and switch to the **HubSpot** tab.
2. Click **Filters** and add a new filter.
3. Set the field name to **Referral State** (or your own property name if different).
4. Set the operator to **IS IN** and select the cloud partners (AWS, Azure, GCP) you want to include.

![Filter for deals shared with selected cloud partners](images/hubspot-referral-state-property-settings-1.png)