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Sync contacts, forms, lists, emails, pipelines, and workflows to a sandbox account

Last updated: August 24, 2022

Applies to:

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

Learn how to sync your contacts, forms, lists, marketing emails, object definitions, pipelines, and workflows to your sandbox account for testing. For example, you can sync a workflow and associated list to test that the workflow updates the list correctly.

In addition to syncing data from your CRM, you can also sync the following: 

Please note: the contacts that you sync will have different contact IDs, but the associated company, deal, and ticket IDs will stay the same.

  • Forms: all forms will sync except for blog comment forms.
  • Lists: all lists will sync as static lists.
  • Marketing emails: only automated marketing emails will sync.
  • Object definitions: all object definitions will sync, but not object records.
  • Pipelines: all pipelines will sync, but not the records in those pipelines.
  • Workflows: all workflows will sync, but not all workflow actions can function in a sandbox account. If there is an enrollment trigger or action that is not compatible, you will see an alert. To resolve this, you’ll need to edit the workflow.

sandbox_warning

Sync to a sandbox account

To sync your data to your sandbox account: 

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, select Sandboxes.
    • If you are creating a new sandbox, in the upper right, click Create a standard sandbox.
    • If you are syncing content to an existing sandbox, select Setup sync to sandbox.

setup-sync-to-sandbox

  • In the Sync to sandbox page, you can choose to copy all assets for an asset type or select specific assets.
    • To sync all assets, click the checkbox next to the asset type. 
    • To sync specific assets, click the asset type to expand the section and view all assets.
      • To add an asset, click the checkbox next to the name of the asset.
      • To remove an asset, clear the checkbox next to the name of the asset.

contacts-setup

Please note:

  • If a certain tool or feature does not sync to a sandbox account, 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. Additionally, scoring ruleset syncing is not supported in your Sandbox account.
  • 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. 
  • After selecting your assets, in the bottom right, click Start sync.
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