What is it?

Sequences will soon get copied from your production portal when you create your sandbox account. This will allow you to test and refine outreach flows in a safe environment.

 

Why does it matter?

Sequences are a core part of how sales and service teams manage one-to-one outreach. They combine timed email templates with automated task reminders to help you nurture contacts, follow up at the right moment, and drive action, whether that's booking a meeting or resolving a support issue.

Previously, you couldn't copy sequences to a sandbox. That meant any tweaks or new sequences had to be built and tested live in production, with no environment to confirm them first. The alternative was to manually recreate them in the sandbox, which added manual effort and delayed testing.

With this update, you can now test sequences in your sandbox without risking your production environment.

 

How does it work?

When sequences are copied to your sandbox, HubSpot copies:

• - All sequences: including every step, its associated email template, and the delay logic between steps
• - Sequence settings: with the exception of campaigns, which are not yet supported
• - Automation: any automation configured on the sequence is included
• - Message templates: all templates your team has created, including folder structure
• - Referenced assets: embedded documents, Vidyard videos, and property references used within sequences

What is not copied:

• - Performance data
• - Enrolled contacts

This first iteration supports copying from production to sandbox. Support for deploying sequences back to production will follow in a future release.

 

Who gets it?

Sandboxes are an Enterprise feature. Sequences are available for Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, and Service Hub Enterprise