Migrating from Legacy to HubSpot Standard Sandboxes

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If your team uses a HubSpot sandbox to test major CRM changes before deploying to production, an important shift is underway. As of March 16th, 2026, HubSpot is retiring legacy sandboxes and replacing them with their new standard sandboxes that introduce a fundamentally different way to test and deploy changes.

On the surface, this feels like a clear upgrade. HubSpot standard sandboxes allow teams to sync supported assets from production and deploy eligible changes back, reducing the amount of manual rebuild work required. In practice, this new sandbox introduces intentional guardrails and specific data-sync behaviors that teams need to understand when planning how they test and deploy changes.

This article explains what’s changing, how HubSpot legacy sandboxes differ from HubSpot standard sandboxes, and how to migrate safely without disrupting production systems. Understanding these nuances upfront helps teams plan testing and deployment with fewer surprises.

What Is a HubSpot Sandbox?

A HubSpot sandbox is a separate environment connected to your production portal that lets teams test changes without affecting live data or active records. Sandboxes are commonly used to:

  • Test workflows and automation logic
  • Validate new RevOps processes
  • Experiment with data models and properties
  • QA integrations and custom code
  • Train teams without affecting real records

For mid-market and enterprise organizations, sandboxes play an important role in how changes are introduced and validated. They provide a controlled environment to test automation, data models, and integrations without putting live records or active processes at risk.

Historically, HubSpot sandboxes were strong testing environments but offered no direct path to production. Changes that worked still had to be rebuilt manually. Standard sandboxes are HubSpot’s response to that gap, introducing a more structured approach to testing and deployment.

Understanding the HubSpot Legacy Sandbox

HubSpot legacy sandboxes were designed as a snapshot of your current portal. When created, it copied supported assets from production at the time of creation. While certain assets could be re-synced later, the sandbox did not maintain an ongoing, live connection to production.

Key characteristics of a HubSpot legacy sandbox included:

  • An initial snapshot of records and processes from production
  • No continuous or automatic sync with production changes
  • No native deployment path back to production
  • Manual rebuild required for changes that needed to go live

Legacy sandboxes worked well for experimentation and learning. Teams could safely test ideas and validate logic in isolation. The tradeoff was that successful changes still had to be recreated manually in production, which greatly increased build time.

What Is a HubSpot Standard Sandbox?

With the rollout of HubSpot standard sandboxes, the tool has moved closer to a true staging environment. Instead of a snapshot of your existing portal, controlled syncing and deployment are now available.

With a HubSpot standard sandbox, teams can:

  • Sync supported assets from production into the sandbox
  • Build and test net-new assets
  • Deploy eligible assets back into production

This is a meaningful improvement, but it comes with an important caveat. HubSpot standard sandboxes are intentionally designed to protect production. They do not allow you to overwrite or directly modify existing production assets.

That design choice shapes how standard sandboxes must be used.

Understanding Deployment Behavior in Standard Sandboxes

HubSpot standard sandboxes allow teams to sync existing workflows, properties, and records from production so they can be reviewed and tested in a controlled environment. However, edits made to existing assets in the sandbox cannot be deployed directly back into production.

This behavior is intentional. HubSpot’s deployment model is designed to protect live systems by preventing in-place updates to production assets. When a change to an existing asset needs to be implemented, the recommended approach is to clone the existing asset in the sandbox, make updates to the clone, and deploy the new version instead.

If you want to modify an existing workflow, the typical process looks like this:

  1. Sync the workflow from production into the sandbox
  2. Clone the workflow in the sandbox
  3. Make changes to the cloned version
  4. Test the clone
  5. Deploy the cloned workflow to production
  6. Disable the original workflow and enable the new version

This approach adds an extra step, but it ensures production logic is not unintentionally overwritten and keeps changes more predictable as portals grow in complexity.

What You Can Deploy from a HubSpot Standard Sandbox

Understanding what types of assets can be deployed is critical to planning how you can use HubSpot sandboxes moving forward.

HubSpot’s deployment tool lets you move certain sandbox-created assets back into your production portal using the Deploy to production feature. These assets are typically net new creations in the sandbox, not edits to assets that already existed in production.

Examples of supported deployable assets include:

  • New custom properties, including property settings and field types
  • New property groups and related custom properties
  • New property conditional logic
  • New object associations
  • New object pipelines and pipeline configurations
  • New objects, such as custom objects created in the sandbox
  • New workflows created in the sandbox (that aren’t already present in production)
  • New automated marketing emails created in the sandbox
  • New lists created in the sandbox
  • New segments based on sandbox filters (when not already present in production)

These assets are additive and can be selected in the Deploy wizard when you set up a production deployment.

For assets that already existed in production but were synced into the sandbox, sandbox edits generally will not be offered for deployment. In those cases, the sandbox is valuable for validation and testing, but the intended production update pattern is to create a new version and deploy that instead.

What You Cannot Deploy from a HubSpot Standard Sandbox

It’s just as important to understand what won’t be picked up by the sandbox deployment tool. HubSpot only lists assets that were created in the sandbox and do not yet exist in production as eligible for deployment. Edits to supported assets that were copied from production into the sandbox are not shown in the deployment wizard.

Limitations include:

  • Edits to standard or custom properties that already exist in production. Changes to existing properties will not be included in a deployment.
  • Changes to existing property groups or conditional logic. Updates to structures that were synced from production are not deployed.
  • Modifications to existing object associations or pipelines. Only newly created associations or pipelines appear in the deploy interface, not edits to existing ones.
  • Edits to custom objects that already exist in production. Configuration changes to those objects must be handled manually.
  • Workflows that exist in both the sandbox and production. Only workflows created in the sandbox will appear as deployable.
  • Edits to existing forms. Forms that were synced from production do not deploy when edited.
  • Marketing emails that already exist in production. Sandbox edits to those emails are excluded from deployment.
  • Updates to saved segments that already exist in production. Edited segments will not be deployed automatically.
  • Account and object-level settings. These are not copied or deployed and must be configured directly in production.

In these cases, the sandbox is best used to validate changes and test behavior, not to push the edits to production.

Key Behaviors and Limitations to Understand

While HubSpot documents many sandbox limitations, there are several operational impacts that are not covered in HubSpot’s documentation. Below are a few key considerations that our team found when testing our standard sandboxes in HubSpot.

Workflow Dependencies

As previously mentioned, workflows that exist in both production and the sandbox cannot be deployed if edited directly. This becomes more complex when workflows trigger other workflows, reference shared properties, or include custom code actions. Cloning is required, and dependencies must be carefully reviewed.

Properties and Data Models

You can create new properties in a sandbox and deploy them. You cannot deploy changes to existing properties, including dropdown options, conditional logic, or field settings. The sandbox can validate downstream impact, but final changes must be made manually in production.

Lists and Automation Side Effects

List definitions can be deployed, but list membership does not carry over. Deployed lists start empty and then repopulate based on filters. This can unintentionally trigger workflows if enrollment logic is not reviewed carefully.

Integrations and Custom Code

Sandbox environments do not share record IDs with production. Any integration or custom code relying on hardcoded IDs will fail. Integrations should always connect sandbox environments to test or sandbox versions of external systems, never production systems.

Email and Communication Risks

Sandbox emails are real emails. If real contacts are enrolled in workflows, they will receive messages. A global suppression list using internal or test email domains should always be applied before testing automation.

Website and CMS Assets

Website pages and blog posts cannot be deployed from a HubSpot standard sandbox to production. While themes, templates, and modules can be deployed, page-level content must be recreated manually in production, typically by copying and pasting from the sandbox. Teams should plan CMS testing accordingly and avoid building landing pages in the sandbox with the expectation that they can be pushed live.

Connected Apps

Connected apps are not copied into a HubSpot standard sandbox. Integrations such as Salesforce, Slack, Zoom, and other third-party apps must be reconnected manually. Production systems should never be connected to a sandbox environment, as this can result in production data being written from sandbox activity. When integrations are required for testing, teams should always use sandbox-to-sandbox or test credentials to avoid polluting live systems.

Data Syncing Limitations

Standard sandboxes also introduce stricter data syncing behavior that impacts longer-term testing. It’s important to understand these limitations before you start testing.

Lead and Contacts Limitations

  • The Leads object does not reliably sync into standard sandboxes and must be imported manually
  • Contacts are synced only once, during initial sandbox creation or the first sync
  • Up to 5,000 of the most recently updated contacts are included when syncing
  • Contacts and leads are not automatically refreshed

This means new leads or updated contact data in production will not appear in an existing sandbox unless handled manually.

There Is No Full Sandbox Re-Sync

While certain assets, such as workflows, lists, and forms, can be re-synced, doing so overwrites sandbox changes. Contacts and leads are not included in these re-sync actions.

To work with updated data, teams must manually export records from production and import them into the sandbox using CSV files. Relationships can be preserved using multi-object imports with shared keys and automatic contact-company association.

Additional Technical Constraints

There are a few technical limits worth planning for:

  • Some workflows, including most call-based workflows, do not sync
  • Sandboxes are capped at 5,000 contacts
  • Each contact is limited to 100 associated records, including deals, companies, and tickets
  • The Subscription object and related billing or commerce data do not sync.
  • Email opt-in and subscription preference data is not copied into standard sandboxes and cannot be imported
  • HubDB tables are not copied into standard sandboxes and must be handled separately

These limits should be considered when planning what types of testing are realistic in a standard sandbox.

A Practical Framework for Migrating Off Legacy Sandboxes

Migrating from a HubSpot legacy sandbox to a standard sandbox is an opportunity to reset how testing and deployment are handled.

Phase 1: Audit the Legacy Sandbox

Before deleting a legacy sandbox, confirm that no critical assets exist only in that environment, including:

  • Work-in-progress workflows
  • Custom code snippets
  • Design tools and templates
  • Unique schemas or properties

Anything worth keeping should be documented or recreated.

Phase 2: Create the Standard Sandbox

When creating the new sandbox, syncing all supported assets is recommended. Partial syncs often lead to missing dependencies and unreliable tests. Keep the legacy sandbox active until validation is complete.

Phase 3: Reconnect and Configure

Standard sandboxes do not automatically copy users or integrations. Teams must:

  • Manually add users
  • Reconnect integrations using test credentials
  • Create global suppression lists
  • Validate permissions and access

Any required data imports should be completed before testing begins.

Phase 4: Validate and Sunset

Deploy a small, net-new asset as a validation test. Confirm deployment behavior, workflow status, and dependencies. Once validated, the legacy sandbox can be safely deleted.

Deciding Where to Build and Test Going Forward

Standard sandboxes work best when teams are clear about what they are trying to accomplish.

If you are building a brand-new feature, workflow, or process, the sandbox is the right place to do that work. You can test thoroughly and deploy with confidence.

If you are modifying an existing complex process, the sandbox is still valuable, but cloning is required. Testing should focus on validating logic, not replacing production assets directly.

If you are updating existing properties or pipelines, the sandbox is best used to understand the downstream impact. The actual changes should be made manually in production.

Clear decision-making upfront prevents wasted effort and frustration.

Best Practices for Ongoing Sandbox Use

As teams adjust to standard sandboxes, here are a few best practices that can help you use them more effectively:

  • Use consistent naming conventions for cloned assets
  • Document dependencies before deployment
  • Keep a simple change log for sandbox experiments
  • Limit sandbox use to larger changes with broad downstream effects
  • Avoid using sandboxes for content staging

Following these practices helps ensure sandbox work stays aligned with how changes are actually deployed.

Final Thoughts

The move from HubSpot legacy sandboxes to standard sandboxes represents a clear improvement in how teams can test major changes to their CRM. Standard sandboxes provide more structure around syncing and deployment, reducing the amount of manual rebuilding that was required in the past.

At the same time, standard sandboxes behave differently from legacy environments. Understanding how asset deployment, data syncing, and testing constraints work is key to using them effectively. When teams account for these nuances upfront, the sandbox becomes a reliable part of the change process rather than a source of confusion.

With the legacy sandbox being retired, standard sandboxes will be the default way teams test and deploy changes in HubSpot. Used with the right expectations, they offer a more consistent and production-safe path from testing to live implementation.

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