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Account Settings

Set up a HubSpot sandbox account

Last updated: May 5, 2022

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 HubSpot account. For example, connect an app to your sandbox account to test a new integration. By doing so, you can sync data from your main account to test the integration and keep the data in your main account clean.

If you add users to your sandbox account, HubSpot will not create them as new 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. Only super admins are added by default as users in a sandbox account. 

Similarly, paid seats assigned in a sandbox account will not impact the seats in your main account. Users with a paid Sales Hub or Service Hub seat in your main account will also not automatically be assigned that seat if they are added to the sandbox account. 

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

Create and manage sandbox accounts

To create a sandbox account:

  • In your HubSpot account, click the settings settings icon 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
  • On the sandbox creation screen, enter the name of the sandbox, then click Create and go to sync creation in the bottom right. 
  • Select the checkboxes next to the assets you want to copy to the sandbox. At the top of the table, you can select or unselect all assets, as well as filter by asset type and asset status.

Please note: you cannot sync object records from your main account to your sandbox account. In order to access your object records in your sandbox account, you need to export your records from your main account then import them into your sandbox account. 

  • Users with Super admin permissions and account tools and features will sync to a sandbox account automatically. You also have the option to copy the following to a sandbox account: 
    • Object definitions: properties and property groups for standard and custom objects.
    • Pipelines: pipelines and stages for deal, ticket, and custom objects. 
    • Themes, templates, and modules: themes, templates, and modules in the Design Manager.

Please note: if a certain tool or feature does not sync to sandbox accounts, any properties that are dependent on that feature will also not sync. For example, since subscription types do not copy to sandbox accounts, all contact properties based on subscription types (e.g., Opted out of email) are also not copied. In this scenario, you'd need to manually recreate subscription types in the sandbox account to match your main account.


  • To copy all items in a section, select the checkbox next to the section name. 
  • To copy only some items in a section, click the arrow next to the section name. Then select the checkbox next to each item you want to copy. 

Sandbox_sync

  • In the bottom right, click Start sync. HubSpot will then begin syncing your data to the new sandbox.

Please note: integrations in your main account will not be connected automatically to the sandbox account. For any existing integrations you want to connect to a sandbox account, HubSpot recommends connecting to the sandbox version of that integration. This will help prevent disruptions to your CRM data. 


By default, 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. Additional sandboxes can also be purchased as an add-on to your subscription.

You can also update an existing sandbox, which will resync the current state of your main account to your sandbox. Updating your sandbox will overwrite any changes you've made to assets that you sync to the sandbox account. If you create custom objects in your sandbox account but not your production account, the custom objects will not be overwritten when you resync the sandbox account. 

To update an existing sandbox account:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, select Sandboxes.
  • Click the Actions dropdown menu and select Set up sync to sandbox.

To delete a sandbox account:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, select Sandboxes.
  • Click the Actions dropdown menu and select 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 settings icon 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.

Use sandbox accounts

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.

You can test sending one-to-one emails from a sandbox account to existing sandbox users. If you send emails to contacts that are not sandbox users, the emails will not send. Emails sent from a sandbox account will come from a different transactional IP address than the main account uses. 

Beta and trial features are not synced from your main account. You can follow the same steps to enroll a sandbox account in a beta or trial as you would for your main account. 

HubSpot does not recommend using a sandbox account for a website redesign, as the redesigned templates and pages cannot be transferred to the main account. 

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