Can a HubSpot Sandbox Help You?

Want to see how a new process works before putting it into production? Consider experimenting with an integration without affecting your main HubSpot account. You may do so using a HubSpot sandbox account.

Please note that sandbox accounts are presently in beta and only apply to Marketing, Sales, Service, Operations, and CMS Hub Enterprise accounts before going into the specifics. Before you use one, speak with your HubSpot CSM and request to be un-gated for the beta. You may also submit a request to a HubSpot agency partner's contact, who will forward it to the appropriate HubSpot staff member.

With that in mind, here's everything you need to know about HubSpot sandbox accounts.

What is a HubSpot Sandbox account?

Sandboxes are production-like accounts where HubSpot users may safely experiment with new features in their portal with the appropriate context without affecting production. These accounts have the same features, functionality, and constraints as a normal HubSpot account (depending on your subscription) but aren't active.

Users cannot make calls or send emails through sandbox accounts, even if they have access to the same capabilities as your main account.

You may also add other users to your sandbox account that don't have access to your main account, such as contractors or freelancers, without giving them access to the actual portal. It's also worth noting that a sandbox account is not the same as an app developer account, which allows users to create applications and integrations for use.

Finally, sandbox accounts guarantee that you don't have to start over with your setup. All you have to do now is choose the items from your production account you wish to replicate to your sandbox. You may choose from the following options:

Sandboxes have the same HubSpot package (Marketing, Sales, Service, Operations, or CMS) as their associated account, with the exception of email and phone calls.

  • Super-Administrators – Super administrators are the only ones who can construct sandboxes and have instant access to them, although they may manually add others.
  • Object Definitions — Sandboxes contain standard and custom object properties and property groups, but not records, calculation properties, or rollups.
  • Pipelines — Pipelines for deals, tickets, and custom objects are included in sandboxes, but not for records.
  • Themes, templates, and modules - Sandboxes include just the theme, template, and module materials, and do not include any content, pages, emails, or quotations.

Neither CRM records nor processes will be transferred to your sandbox. You may add these assets by recreating them or importing your data. For testing, you'll also need to rejoin any applications or integrations.

What is the best way to use a Sandbox account?

Sandboxes may be found under Settings > Account Setup for super administrators in your portal after you've ungated the beta. Except for transactional email and dedicated IPs, each customer may have three sandboxes that match their main account's subscription and add-ons.

For the sake of preserving records, each sandbox you build will have its own Hub ID. Because only super administrators can create them, they immediately sync the super admin from your production account.

You'll need to destroy an existing sandbox before establishing a new one if you hit your three-sandbox limit. To do so, click "delete" while hovering over your sandbox account.

You may also sync an existing sandbox with your production environment to reflect any changes you've made. Syncing merely recreates it and replicates your primary account's existing status.

To do so, mouse over the relevant account and choose "sync." Any modifications you've made to the sandbox will be overwritten if you sync. You'll have to start from the beginning.

What are the benefits of using a HubSpot Sandbox account?

A sandbox account allows you to test any feature that can create a problem without actually slowing down or destroying real key resources. This makes them handy for quality assurance teams that want to guarantee that something doesn't break in all of the possible ways.

Because a sandbox is identical to a production environment, every process, integration, or website update that works flawlessly in the sandbox should also operate flawlessly in production. In other words, they grant you permission to add whatever features you desire to your primary account!

If you're a HubSpot user looking to test in a controlled environment, contact your HubSpot CSM or agency partner right now!

Thanks to Kelly Groover at Business 2 Community whose reporting provided the original basis for this story.

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