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I defined a custom object property as Quote ID and configured it, but the new record (Quote) created in HubSpot was not found immediately. Instead, I need to find new records manually and map them, as automatic sync is not working.

Also, when attempting manually, sometimes the new record jumps to old objects and is not auto-selected; instead, the old record gets selected.

Note: We are trying this exercise in the Pro trial plan.

 

Hi ​@Bharath45 

Can you clarify your questions by outlined a specific example for us?


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