How to Set Up Auto-Create for AWS Opportunities between CRM and ACE

Last updated: October 9, 2025

This guide helps you configure automatic creation of AWS opportunities between your CRM system and AWS Partner Central (ACE).

🧩 Purpose

This guide walks you through setting up automatic opportunity creation between your CRM and ACE portal, ensuring seamless synchronization of deal information and reducing manual data entry.

✅ Prerequisites

  • Active Clazar account with admin access

  • Connected CRM integration (Salesforce or HubSpot)

  • AWS Partner Central (ACE) integration enabled

🚀 Step-by-Step Instructions

Step 1: Configure Auto-Create Settings

Action:
Navigate to your CRM integration settings in Clazar and locate the Auto-Create section for AWS opportunities.

Step 2: Set Up Criteria

Action:
Define the criteria that will trigger automatic opportunity creation. For HubSpot, typical criteria include: - Primary Cloud Infrastructure = AWS - Deal Support = Requested

Step 3: Map Required Fields

Action:
Ensure these mandatory ACE fields are mapped: - Contract Duration (start and end dates) - Procurement type (contract, subscription, or pay-as-you-go) - Total Contract Value - Currency

🧪 Final Confirmation

After setup, you can click "Preview Eligible Opportunities" to see which opportunities will be submitted in the next sync. The sync runs every 12 hours.

❓Troubleshooting / FAQs

Q: Why aren't my opportunities showing up in ACE?
A: Verify that all required fields are properly mapped and the opportunities meet the auto-create criteria.

Q: Can I update already launched opportunities in ACE?
A: No, once opportunities are launched in ACE, they become locked and cannot be updated through the normal sync process.

Q: My opportunities are showing as drafts in ACE after syncing from my CRM. Can I submit them directly?
A: Yes, you can safely submit draft opportunities directly from ACE. If opportunities appear as drafts, this is typically due to a status update issue within AWS's ACE portal rather than a problem with Clazar's integration. Submitting these opportunities directly from ACE will not cause any sync or duplication issues with your CRM data.

Q: Will historical opportunities be updated?
A: The auto-create feature only works for new opportunities created after the integration is set up. Historical data will not be automatically synchronized.

🧵 Related Articles

  • Field Mapping Guide for ACE Integration

  • Managing AWS Opportunities in Clazar