
John Hill (The Web Warriors)
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Hi Micah, Thanks again for your detailed response. I'm wondering if you did anything different to how we've setup the custom relationship lookup fields? I feel like we've set it up as per Insightly...
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Thanks guys. We'll follow up based on your suggestions and provide feedback.
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Hi Erin, Thanks for the reply. Was hoping that Jotform might have some trick we've missed. All good, we'll jump back into Zapier. Thanks for your help! John
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I've noticed the same issue in Insightly. My guess is that there's an indexing task that runs in the background but not often enough. If you try again 15-30 minutes after the Opportunity was create...
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