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Create a Sandbox HubSpot Portal for Testing

  1. Navigate to Settings > Account Setup > Sandboxes
  2. Click Create sandbox
  3. Give your Sandbox a name. We recommend 'Business Name | Sandbox'
  4. Click Create and go to sync setup

  5. You can now select if you want to sync any data from your production portal to your Sandbox portal. If you are setting up a completely new HubSpot portal, you don't have to sync anything over right now. 
  6. You can skip that step by clicking Exit and your sandbox will have been created.