View purchased products on contact and company records (BETA)

By adding the Product history card to the middle column of your contact and company records, you can quickly view information about the products that the customer has purchased from you.

The card displays a table of line items, both custom and from your product library, along with details such as price, quantity, and last purchase date. These line items are pulled from the contact or company's 100 most recent deals and orders. 

Add the Product history card

To add the Product history card to your contact or company records, you'll first need to customize the middle column of those record types:

• In your HubSpot account, click the settings settings icon in the main navigation bar.

• In the left sidebar menu, navigate to Objects, then select Contact or Company.

• Click the Record customization tab.

• Click Customize the middle column, then select to edit the Default view or a team view.
• Click the tab that you'd like to add the card to, or click the + plus tab to add a new tab (Sales Hub or Service Hub Enterprise only).
• Click Add cards, then select the Product history checkbox. 
  
  
• In the top right, click Save and exit.

Use the Product history card

After adding the card to the middle column, you can view the card on your contact and/or company records.

• Navigate to your contact or company records:
  • In your HubSpot account, navigate to CRM > Contacts.
  • In your HubSpot account, navigate to CRM > Companies.
• Click the name of a contact or company.
• In the middle column, view the Product history card to see the line items that are associated with the contact or company's most recent 100 deals or orders.

• To change the type of associated object you're viewing line items from, click the Deal dropdown menu in the upper left of the card, then select Orders.
• Use the search bar to search through line items.
• Click the column headers to sort by values in each column. Click and drag a header to resize a column.
• Use the pagination at the bottom of the card to view paged results.
• To view a line item's associated deals and orders, click the name of the line item. In the right panel, view more details about the associations that meet the card's filter criteria. For associated deals, click the name of the deal to view the line item on the deal record.

Line items are pulled in as follows:

• HubSpot will pull in up to 100 line items per deal or order.
• Line items are grouped by their name and SKU, meaning HubSpot will combine matching line items to better aggregate the data. For example, a contact purchases four of the same item across four deals, they'll be combined into one line on the table with a quantity of four.
• Multi-currency is not supported when aggregating line items. If a customer purchases two of a product in USD, and two of the same product in CAD, they will appear in the table as two separate rows.
• Discounts are included in the calculated totals, but fees and taxes are not.

Please note: if a line item that you're expecting to see doesn't appear, the line item may not be associated with any of the contact or company's associated deals or orders, or the line item is associated with a purchase that was made beyond the contact or company's 100 most recent associated deals or orders.