Sync custom fields between test and main account

[jyot]

Hi, is it possible to automatically create the custom fields on the trial/test account whenever a new custom field is created/updated on the main account.

Else, it requires a lot of manual effort to create custom fields on both accounts twice.

[advance512]

Not automatic, but - if you're a developer - we developed a simple solution that you can use for free:

https://github.com/mayple/hubspot_portal_syncer

You can potentially run it every X hours/minutes and hence sync these fields.

[karstenkoehler · Accepted solution]

Hi @jyot,

Currently this is not supported by HubSpot natively. There are however some workarounds:

You could use HubSpot API endpoints to copy properties from one portal to another, see here.

You could evaluate integrations on the HubSpot App Marketplace which might cover this, for example Multi-Portal Sync by Lynton, but the pricing wouldn't be feasible for keeping a live and dev portal in sync.

Generally, doing this manually (opening the property settings in both portals in two browser windows side by side and copying the properties) will – in most cases – be the cheapest and fastest option.

I can see how keeping a live and dev portal in sync is a valid request. You could make that suggestion in the HubSpot Ideas section of the community. The product team reviews these suggestion based on popularity.

Hope this helps!

[jyot]

Thanks @karstenkoehler I ended up using the bulk read and bulk create properties API to achieve this.