We have som complex features and flows setup when people create deals and other things and we need to be able to test these flows on production data but in a safe enviroment.
Futhermore we have some integrations pending implementation and here we also need to do a lot of testing before pushing to production.
Right now we have a HubSpot sandbox enviroment setup, but unfortunately this enviroment is not even close to our production enviroment, making it very difficult end prone to errors to do any testing etc. in the sandbox. Out users is not synced to sandbox, linked data, properties and flows does not seem to be synced either..
Can someone please tell me how i make the sandbox enviroment af exact copy of my HubSpot production enviroment?
Besides this it seems not possible to move a workflow from the sandbox enviroment to the production, is this right? or could someone explain to me how to do this
if you have an enterprise version you can create a specific sandbox account directly from within your “live” account and move everything from live to sandbox to have an exact copy of the live environment.
If you don’t have enterprise it can be quite a task to recreate everything in a “regular” sandbox account since most things have to be moved either manually, an API or some sort of third-party integration.
My tipp: Create an “App Developer” account here, and create a sandbox in this account. It may have some features you’re looking for which might be not available in the default “CMS developer” account.
Also you should be able to move workflows with the workflows API between portals.
Thanks for your reply, I allready have a developer account and cannot seem to find any options in there regarding creating a sandbox enviroment, so can your explain this a bit more?
When you say I should be able to move workflows between portals using the Workflows API, does this mean I have to transfer the workflows from sandbox to production using something like postman?
I find it a bit strange that I have no option in HubSpot to create a working sandbox that is an exact copy of my production enviroment. This makes it very hard to test anything really. So is standard HubSpot practice that you just implement directly in production enviroment and not using a test enviroment?
I have an enterprise license and access to creating a sandbox, but this is not at all like my production enviroment. I can copy a few basic things as leads, but not all leads are synced to sandbox, and I am missing custom events thats happening when closing a deal, bindings to users, companies etc. etc.
So right now I would not call my sandbox a copy of my production env., but just some incomplete sample data