Copying NetSuite Estimates and Sales Orders Links the Copy to the Same HubSpot Deal

Last updated: November 2, 2026

When you copy an estimate in NetSuite using the "Make a Copy" action, the integration may sync the new record to an existing HubSpot deal instead of creating a new one. This happens because the HubSpot Deal ID field on the transaction (custbody_hs_deal_id) is copied along with the rest of the estimate data. SyncSmart creates this field so the integration can match NetSuite transactions to HubSpot deals and prevent duplicates; if the integration sees a HubSpot Deal ID on an incoming NetSuite transaction, it syncs that data to the HubSpot deal with that ID.

How the issue occurs

Sales reps may copy estimates to pre-populate other estimates or sales orders, but not clear the HubSpot Deal ID on the copy.

The HubSpot Deal ID from the original estimate is copied to the new transaction. The integration uses this ID to match records between NetSuite and HubSpot.

When the integration processes the copied estimate, it sees the existing HubSpot Deal ID and treats it as an update to the existing deal rather than a new record. The integration then updates the same HubSpot deal instead of creating a new one; this is especially noticeable if several copies have been made.

How to prevent this issue

To ensure copied estimates create new HubSpot deals:

  1. After copying an estimate in NetSuite, clear the HubSpot Deal ID field (custbody_hs_deal_id) before saving the copy

  2. Leave the HubSpot Deal ID field empty on the copied transaction

  3. When the HubSpot Deal ID field is empty, the integration will create a new deal in HubSpot

Impact on sales orders

The same issue occurs when you copy an estimate and then convert it to a sales order, or copy a sales order directly. The copied HubSpot Deal ID causes the sales order to sync to the same existing HubSpot deal rather than creating a new one. Clear the HubSpot Deal ID field before saving.

Identifying affected records

You can identify records affected by this issue by looking for deals where the "Deal Name" has been updated multiple times, as the integration keeps updating the same deal with information from different NetSuite transactions that share the same HubSpot Deal ID.