Order Object Guide in HubSpot

The order object in HubSpot allows teams to centralize commerce data from integrated systems so sales, service, and operations can understand transaction details directly in the HubSpot CRM. This guide explains where to find order records, how to review their data, and how to work with orders across other CRM objects.

What is the Order Object in HubSpot?

The order object represents individual commerce transactions synced into your CRM from connected integrations. Each record captures key order information, including customer, items, value, and status, so your teams can reference reliable data without leaving HubSpot.

When properly configured with an integration, order records help you:

• Understand revenue and purchase history alongside contact and company data.
• Connect sales, marketing, and service activities to actual transactions.
• Report on orders and related performance at scale.

How to Access Order Records in HubSpot

Once an integration that supports orders is connected, the CRM creates order object records automatically based on incoming data. You can then locate and review these records in the CRM interface.

Step 1: Navigate to the Orders Index Page in HubSpot

To open the full list of orders:

1. Go to your main CRM navigation menu.
2. Open the section where CRM objects are listed, such as contacts, companies, and deals.
3. Select the Orders object (this appears as a dedicated index when your integration syncs order data into HubSpot).

The orders index displays a table of order records. Each row typically shows high-level details like order name, associated contact, status, and key values, depending on your chosen view.

Step 2: Filter and Search Orders in HubSpot

On the orders index page, you can work with views, filters, and search tools to quickly find specific records.

• Search bar: Look up an order by name, ID, or other searchable properties.
• Saved views: Switch between predefined views, such as recent orders, open orders, or orders by lifecycle stage.
• Filters: Narrow down orders by properties like status, amount, date range, or integration source.

Use these options to create focused lists, for example, unfulfilled orders, recent high-value purchases, or orders associated with a particular pipeline in HubSpot.

Opening an Individual Order in HubSpot

From the index page, you can open any order record to see complete details.

1. Locate the desired order in the table.
2. Click the order name to open its record view.

The order record page displays structured panels and a timeline showing all related activity within HubSpot.

Key Sections on the Order Record

When viewing an order, you will typically see:

• Header section: Displays order name or ID, amount, primary contact, and high-level status information.
• Left sidebar: Core order properties such as order value, currency, payment status, fulfillment status, and integration-specific fields.
• Associations panel: Linked records such as contacts, companies, deals, line items, and other CRM objects.
• Center timeline: A chronological view of activities related to the order, including notes, emails, calls, and integration events.

This layout ensures that all key transaction details and related interactions are easy to review in one place inside HubSpot.

Working with Order Properties in HubSpot

Order properties are the fields that store transaction data. Many of these are created and maintained by the integration, while some may be managed by CRM admins.

Viewing Order Properties

Within the order record sidebar, you can see important properties such as:

• Order name or ID
• Total value and currency
• Order status or stage
• Payment and fulfillment status
• Order creation and close dates
• Associated integration identifiers

Admins can adjust which properties appear by default so teams see the most relevant data when working in HubSpot.

Editing Order Fields in HubSpot

Depending on how your integration is set up, some properties may be read-only and controlled by the connected system, while others can be updated manually in the CRM.

Typical editable actions may include:

• Adding internal notes or classifications.
• Adjusting internal status fields not controlled by the external platform.
• Managing associations to other objects in HubSpot.

Always confirm your integration’s documentation before editing order properties that might be overwritten by syncs.

Using Order Associations Across HubSpot

Associations connect the order object with other records so that teams can navigate from one record to another and see context across the CRM.

Common Order Associations in HubSpot

Typical associations include:

• Contacts: The customer or buyer who placed the order.
• Companies: The organization linked to the order.
• Deals: Sales opportunities connected to the transaction.
• Line items: Products or services included in the order.

From an order record, you can open any associated contact or deal to see related communication, then return to the order to confirm transaction details, all within HubSpot.

Managing Associations

Within the associations panel:

• Add new links to related records.
• Remove incorrect associations created manually.
• View summary information for each associated record.

This helps keep data clean and allows your team to navigate quickly between orders and other objects in HubSpot.

Order Timelines and Activities in HubSpot

The timeline in the center of an order record displays a history of events that involve the transaction.

Types of Timeline Activities

Depending on your configuration, you might see:

• Notes added by team members.
• Logged calls or meetings related to the order.
• Emails connected to the associated contact or deal.
• Integration events such as order creation, updates, or status changes.

Filters on the timeline let you show or hide specific activity types so you can focus on the information you need inside HubSpot.

Reporting on Orders in HubSpot

Once orders are syncing consistently, you can use them as a data source in reporting and dashboards.

Example Uses for Order Reporting

• Monitor total order value over time by source or integration.
• Analyze order volume by customer segment or lifecycle stage.
• Evaluate performance of specific products through associated line items.
• Compare deal pipeline metrics with actual order outcomes in HubSpot.

The exact reporting options depend on your subscription level and integration configuration, but the order object provides a central foundation for commerce analytics.

Best Practices for Managing Orders in HubSpot

To keep your order data reliable and actionable, consider these practices:

• Work with your operations team to define which properties are controlled by integrations.
• Standardize internal naming conventions for orders and pipelines.
• Train users on how to navigate between orders, contacts, companies, and deals in HubSpot.
• Regularly review order views and filters to ensure teams see accurate, current information.

Additional Resources on HubSpot Orders

For official, detailed instructions and the latest updates about the order object, review the original documentation at HubSpot’s knowledge base article on viewing the order object.

If you need strategic help setting up integrations, reporting, or CRM processes around orders, you can also consult implementation specialists such as Consultevo, who focus on optimizing CRM and revenue operations.

By understanding how to access, review, and associate order records in HubSpot, your teams can connect commerce data with every stage of the customer journey and make better, data-driven decisions.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

Scale Hubspot

“`