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Account Settings

Set up a HubSpot sandbox account

Last updated: October 12, 2021

Applies to:

Marketing Hub Enterprise
Sales Hub Enterprise
Service Hub Enterprise
Operations Hub Enterprise
CMS Hub Enterprise

Super admins can create sandbox accounts to test functionalities without impacting your main account. For example, connect an app to your sandbox account to test an integration. This is a one-way sync from your main account to your sandbox account. Data from your sandbox account isn't synced to your main account.

Sandbox accounts are accessed from your main account, but each sandbox has its own Hub ID. Sandbox accounts have access to the same tools and features as your main account based on your subscription, but users cannot make calls or send emails from the sandbox.

Please note: a sandbox account is different from an app developer account, which is used for developing HubSpot apps and integrations.

If you add users to the sandbox account who aren't already in your main account, HubSpot will not create them as users in your main account. For example, if you add a consultant or contract worker to a sandbox, they will not have access to your main account.

Create and manage sandbox accounts

To create a sandbox account:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, select Sandboxes.
  • To create a new sandbox, click Create sandbox in the upper right.
     create-new-sandbox-account
  • In the dialog box, enter the name of the sandbox.
  • Select the checkboxes next to the items you want to copy to the sandbox.

Sandboxes_SS
    • You can copy all properties, including custom object properties and property groups, except for calculation properties.
    • Aside from the items listed in the dialogue box, no other assets, such as CRM records or workflows, will be copied to the sandbox. You'll need to recreate any assets, or import your CRM records, to add them to the sandbox. You’ll also need to reconnect any apps or integrations you want to test.

Please note: when connecting a HubSpot sandbox to another app, it's recommended to connect it with a sandbox version of that app. This helps maintain your CRM data while testing the integration.

  • Click Create. HubSpot will then begin creating your new sandbox, including syncing your properties. 

You can only create one sandbox account with up to 100,000 contacts. Once you've reached that limit, you'll need to delete an existing sandbox before you can create a new one. You can also sync an existing sandbox, which will recreate the sandbox to mirror the current state of your main account. When syncing, any changes that you've made to the sandbox will be overwritten.

To delete or sync sandboxes:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, select Sandboxes.
  • To update an existing sandbox account, hover over it and click Sync.
  • To delete a sandbox account, hover over it and click Delete.

Access your sandbox accounts

All sandbox account users can access a sandbox from their account menu.

  • In your HubSpot account, click your account name in the upper right.
  • Hover over your account name and Hub ID to see a list of your recent accounts.
  • In the dropdown menu, click the name of the sandbox you want to access.

Settings-sandboxes-account-list

At the top, there will be a banner indicating you are in the sandbox account.

Sandbox_banner

 

Super admins can also access a sandbox from account settings:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, select Sandboxes.
  • Click the name of the sandbox you want to access. 
  • To exit a sandbox account, click Return to my production account at the top of the screen.