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

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.
  
  

Please note: you can only enroll 100,000 records per day for the entire sandbox account. Any additional enrollments past the maximum will be dropped. You will be informed when the cap has been reached, and the time you will be able to sync again.

Sync to a sandbox account

To sync your data to your standard 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 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.

Manage sandboxes

If you are a super admin, you can view sync activity, view users, or delete a sandbox:

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, select Sandboxes.
  • Hover over a sandbox, then click More. Select one of the following:
    • View sync activity: In the right panel, you can view the sync status, time, and which production account the sandbox is syncing from. In the top right, click Set up sync to start a sync. The sync will appear in the table.

• • • View users: In the right panel, you can view which users have access to the sandbox, their level of access, and their last active date.

• • • Delete sandbox: In the dialog box, type delete. Then, click Delete.