Last updated: June 1, 2023
Available with any of the following subscriptions, except where noted:
Marketing Hub Enterprise
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Sales Hub Enterprise
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Service Hub Enterprise
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Operations Hub Enterprise
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CMS Hub Enterprise
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Learn how to sync your contacts, forms, lists, marketing emails, object definitions, pipelines, and workflows to your standard 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:
- Contacts and associated records: your 5,000 most recently updated contacts and 100 associated companies, 100 associated deals, and 100 associated tickets per contact. This sync can only be done once. You can continue to manually add contacts to your sandbox using the standard import and export tools.
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 standard 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.
Sync to a sandbox account
To sync your data to your standard sandbox account:
- In your HubSpot account, click the 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 Build standard sandbox.
- If you are syncing content to an existing sandbox, select Setup sync to sandbox.
- In the Select assets page, you can choose to copy all supported assets for an asset type or select specific assets.
- To sync all assets, select the Sync all supported assets.
- To sync specific assets, click the Select specific assets.
- Click Next >.
- If you selected Select specific assets:
- Click the checkbox next to the assets you would like to sync. Then, click Next >.
- Click the checkbox next to the objects you would like to sync. Then, click Next >.
- Review your assets selection. When you're happy with your selection, click Sync standard sandbox, in the bottom right.
Please note:
- If a certain tool or feature does not sync to a standard sandbox account, any properties that are dependent on that feature will also not sync. For example, since subscription types do not copy to standard 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 standard 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.
