View Purchased Products on Records in Hubspot
Tracking what each customer buys inside Hubspot helps your sales, service, and finance teams stay aligned. This guide explains how to view purchased products on contact and company records by using line items, quotes, deals, and custom cards.
By the end, you will know exactly where product data comes from, how to surface it on records, and how to troubleshoot when purchases do not appear as expected.
How purchased products work in Hubspot
Before you can see purchased products on any record, it is important to understand how product information is stored and connected in Hubspot.
- Products: Items or services you sell, created in the product library.
- Line items: Instances of products tied to specific deals, quotes, or payment links.
- Deals: Opportunities that track revenue and are associated with contacts and companies.
- Quotes and payment links: Tools used to finalize purchases and generate line items.
Purchased products displayed on contact and company records are derived from the line items that are associated with deals related to those records.
Prerequisites to see products in Hubspot
To view purchased products on records in Hubspot, make sure the following requirements are met:
- You have permission to view deals, line items, and products.
- Your products are properly set up in the product library.
- Deals are associated with relevant contacts and companies.
- Line items are associated with those deals.
Without these connections, purchased product data will not appear on the right sidebar of contact or company records.
How Hubspot turns deals into purchased products
Hubspot automatically pulls purchased product data from line items associated with deals that are linked to a given contact or company. This typically happens when:
- A deal is created from a quote that has line items.
- A payment link or subscription generates a paid deal with line items.
- A user manually adds line items to an existing deal.
Once these line items exist and the deal is associated correctly, Hubspot can surface the related products on the contact or company timeline and in dedicated panels.
Enable the purchased products card in Hubspot
Depending on your subscription, you can configure a purchased products section on contact and company records in Hubspot using the record sidebar editor.
Step 1: Open the Hubspot record sidebar editor
- In your Hubspot account, navigate to Settings.
- Go to Objects and select Contacts or Companies.
- Click the Record customization or Layouts tab, depending on your interface.
- Choose the layout you want to edit.
This layout controls what appears on the right sidebar of the selected object’s records.
Step 2: Add the purchased products or line items card
- In the right sidebar configuration, look for sections or cards related to Line items or Purchased products.
- Drag the relevant card into the sidebar layout.
- Position it where you want it to appear on contact or company records.
- Click Save or Publish to apply the layout changes in Hubspot.
After saving, open any contact or company record associated with a deal that has line items. You should now see a card or widget displaying the purchased products data.
View purchased products on contact records in Hubspot
Once the layout is configured, viewing purchased products on a contact record in Hubspot is straightforward.
- Navigate to Contacts > Contacts.
- Search for and open the relevant contact record.
- In the right sidebar, locate the Purchased products or Line items section.
Within this section you may see:
- A list of products or line items associated through deals.
- Quantities, prices, and terms depending on your setup.
- Links back to the original deals or quotes where the products were used.
If the card is empty, verify that the contact is associated with deals and that those deals include line items.
View purchased products on company records in Hubspot
You can follow a very similar flow to view products on company records in Hubspot.
- Go to Contacts > Companies.
- Open the company record you want to review.
- Find the purchased products or line items card on the right sidebar.
Because companies often link to many deals and contacts, this view helps your account management team quickly understand what a business has bought over time.
Use this information to:
- Identify cross-sell and upsell opportunities.
- Prepare for renewal or expansion calls.
- Coordinate implementation and support based on what was purchased.
How Hubspot populates product data from quotes and payment links
Purchases are frequently created from quotes or payment links inside Hubspot. When a customer completes a purchase through one of these flows, Hubspot adds line items to a deal and associates that deal with contacts and, when relevant, companies.
Product information can reach records through:
- Quotes that are created from deals and contain products as line items.
- Payment links that automatically create paid deals with line items.
- Subscriptions that continue to sync line item data to deals over time.
As long as these deals remain linked to the correct contact and company, the purchased products card should stay in sync.
Troubleshooting missing purchased products in Hubspot
If you do not see expected purchase data on a record in Hubspot, use the following checks.
Check associations between deals, contacts, and companies
- Open the contact or company record.
- Find the Deals section in the middle or right column.
- Confirm that relevant deals appear and are associated properly.
If a deal is missing, associate it manually:
- Click Add in the deals area.
- Search for the deal.
- Select it and save the association.
Verify line items on the deal
- Open the associated deal record.
- Look for the Line items or Products section.
- Confirm that the correct products are listed.
If no line items appear, add them:
- Click Add line item or Edit line items.
- Select products from the product library.
- Specify quantity, price, and terms.
- Save the changes.
After adding line items, return to the contact or company record and refresh to see the updated purchased products view.
Confirm the record layout in Hubspot
Sometimes the data exists, but the card displaying it has been removed from the layout.
- Open Settings > Objects > Contacts or Companies.
- Confirm that the purchased products or line items card is present on the active layout.
- If you use multiple layouts, make sure the record you are viewing is assigned to the correct layout.
Best practices for product tracking in Hubspot
To get consistent reporting and reliable product views on records in Hubspot, consider these practices:
- Always create quotes or deals from the product library instead of free-text pricing.
- Standardize how deals are associated to contacts and companies.
- Train users to maintain line items whenever a product or price changes.
- Leverage workflows to create or update deals when payments are received.
These habits make the purchased products section a trustworthy snapshot of customer history.
Where to learn more about Hubspot product features
For deeper technical documentation about viewing purchased products and line items, review the official Hubspot knowledge base article on this topic at this page.
If you need strategic help implementing product tracking, deal processes, or CRM architecture, you can work with a specialist implementation partner such as Consultevo to design a scalable setup.
With a well-structured product library, consistent line item usage, and properly configured record layouts, your team can rely on Hubspot to provide a complete picture of every customer’s purchased products directly from their contact and company records.
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