The HubSpot Mapping Manager allows you to configure how HubSpot data maps to AWS referral fields directly within Labra.
Using the Mapping Manager, you can create reusable mapping templates, automate referral creation, manage custom field mappings, and control how referral data syncs between HubSpot and AWS Partner Central.
This guide walks through the setup process and explains the available configuration options.
Prerequisites
Before configuring the Mapping Manager, ensure:
- You have access to Labra and the required permissions to manage sync configurations.
- Your HubSpot account is connected to Labra.
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- You have Admin access in HubSpot.
- At least one team member has ACE User or ACE Manager permissions in AWS Partner Central.
That makes the article feel more current and immediately useful without changing the actual setup instructions.
⚙️ How to Use the Mapping Manager
Here’s a step-by-step guide to setting it up in your Labra account:
➡️ Step 1. Access the Mapping Manager
Go to: Settings → Sync configuration → Co-sell
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➡️ Step 2. Add AWS Partner Central User
Enter the First Name, Last Name, and Email of someone on your team who has access to AWS Partner Central. Make sure to add all users who will be using the integration in HubSpot to submit and manage opportunities, and ensure they have the necessary permissions in Partner Central.
That user must have ACE User or ACE Manager permissions.
You can easily add or remove users here.
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Fig. 3
➡️ Step 3. Create & Manage Templates
Click on Go to Templates to start creating/continue editing existing Referral /Co-sell) templates.
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Click on Create new template to start from scratch, or choose an existing template to edit (if applicable)
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Each template contains mappings organized into 4 sections:
Customer Details
Referral Details
AWS Details
Contacts
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✔️ Use the “Required fields” filter to view only the mandatory fields
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✔️ Some fields are pre-mapped by Labra
✔️ Not all fields need to be mapped—just what’s relevant to your workflow
🚀 Learn More! Click here for Labra Referral Fields in HubSpot: Customer, Referral, AWS, and Contact Details.
To map a field:
Choose the HubSpot object: Deal, Company, or Contact
Select the field to which you'd like to map - Only fields with a matching data type (e.g., text-to-text) will be available
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You can also add a default value instead of mapping
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📒 Tip: You can create custom Properties within your HubSpot instance if necessary. If you recently added a custom field in HubSpot, re-open the Mapping Manager to see it reflected.
➡️ Step 4. Automatically Create HubSpot Companies & Contacts
Enable the toggle to auto-create a Company and/or Contact in HubSpot when a referral is received or shared.
You can also specify the type of contacts you want to include.
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➡️ Step 5. Select Pipelines for Incoming Referrals & Leads
If you’re syncing incoming referrals:
Set up a custom pipeline in HubSpot if needed.
Re-open the Labra Sync Configuration to load any new pipelines.
Choose your preferred pipeline for incoming referrals.
Select the “Initial Deal Stage” within that pipeline: Open the dropdown and select a valid stage (the default “AppointmentScheduled” may not exist in your account).
✅ This ensures that test opportunities and real referrals are processed correctly.
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➡️ Step 6. Update referral record based on HubSpot deal changes
Enable this to sync any updates made in HubSpot to your Labra Referral card.
Fig. 9
Click Map Stages to:
Link HubSpot deal stages to Labra referral statuses
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Choose the correct pipeline, then select one or more stages
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➡️ Step 7. Sync Referral Record Back to HubSpot
Enable if you want updates from Labra to push into HubSpot.
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Click Map Referral Data to:
Select which Labra referral fields should sync into HubSpot
Choose the corresponding HubSpot object and field
⚠️ If you check a box without selecting a HubSpot field, Labra will automatically create a custom field on your behalf.
🚀 Need Help?
There's a built-in Help & FAQ section in the UI—check it out anytime for a quick answer, or check out our Help Center FAQs on the New HubSpot Mapping Manager.
If you can't see the Sync configuration option in your Settings, contact support@labra.io.