Connectors

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2Checkout

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2Checkout and HubSpot customer 360 by email
Report
Cross-Connector

A customer 360 from 2Checkout billing and HubSpot CRM

For support teams who ask their AI assistant to pull subscriptions, contact status, tickets and deals for one customer email.

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2Checkout and HubSpot customer 360 by email
Pull up a customer 360 for priya@fabrikam.com. I need billing and HubSpot together before I reply to her ticket.
Priya is on an active plan but her HubSpot lifecycle stage is not customer. - Billing: Pro Monthly, Active, expires 2026-11-30 - CRM: Lead status Open, owner Sam Patel, last activity 2026-10-12 - Tickets: 1 open, priority High, created 2026-10-15 - Deals: Fabrikam Upsell, Negotiation, 9,600.00 Should I list the closed tickets as well?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-customer
2checkout-get-subscription
hubspot-get-contacts
hubspot-get-tickets
hubspot-get-deals

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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The problem

Half the customer story sits in another tab

Answering one customer question means switching between the 2Checkout billing console and HubSpot. An open ticket, an expired subscription or a lifecycle stage that no longer fits their billing is easy to overlook.

Without PopdockAI

  • Look up the customer and subscriptions in 2Checkout
  • Search HubSpot for the contact, tickets and deals
  • Compare names and companies by eye
  • Miss the open ticket or the expired plan

With PopdockAI

  • Billing read from 2Checkout by email
  • Contact, tickets and deals read from HubSpot
  • Stops and lists duplicates when contacts share the email
  • Conflicts flagged, nothing edited

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Build a single view of the customer with email `{email}` from 2Checkout billing data and HubSpot CRM data, showing at most `{max-records}` rows per list (default 10).

**Step 1: Billing facts from 2Checkout**

Call `2checkout-get-customer` with `email` set to `{email}`. Keep `customer-reference`, `first-name`, `last-name`, `company`, `enabled`, `credit-limit` and `credit-remaining`. Then call `2checkout-get-subscription` with `end-user-email` set to `{email}` and keep `subscription-reference`, `product-name`, `status`, `start-date` and `expiration-date`. If the customer is not found, continue with the subscriptions alone.

**Step 2: The contact in HubSpot**

Call `hubspot-get-contacts` with `email` set to `{email}`. If more than one contact comes back, list them and stop. If none comes back, report the customer as present in 2Checkout and absent from HubSpot and skip Steps 3 and 4. Keep `record-id`, `company-id`, `lifecycle-stage`, `lead-status`, `contact-owner` and `last-activity-date`.

**Step 3: Support and sales context from HubSpot**

Call `hubspot-get-tickets` with `contact-id` set to the contact `record-id` and list `ticket-name`, `ticket-status`, `priority` and `create-date`. If `company-id` is present, call `hubspot-get-deals` with `company-id` set to it and list `deal-name`, `deal-stage-name`, `amount` and `close-date`.

**Step 4: Report**

Give: identity (name, company, email), billing (subscriptions and their status and expiry), CRM (lifecycle stage, lead status, owner, last activity), open tickets and open deals. Finish with one line flagging any conflict, for example an active subscription on a contact whose lifecycle stage is not customer.

**Rules & Guidelines:**

* Tools whose names start with 2checkout belong to the 2checkout server and tools whose names start with hubspot belong to the HubSpot server. Both servers must be connected.
* The shared key is the email address: 2checkout `email` / `end-user-email` against HubSpot `email`. Compare emails case-insensitively after trimming spaces.
* This is read-only. Never call any 2checkout action tool (any 2checkout tool that adds, updates, cancels, refunds, enables, disables, renews or extends) and never call `hubspot-add-contact`, `hubspot-update-contact`, `hubspot-add-company`, `hubspot-update-company`, `hubspot-add-deal`, `hubspot-update-deal`, `hubspot-add-deal-note`, `hubspot-add-contact-note`, `hubspot-add-company-note`, `hubspot-add-ticket`, `hubspot-update-ticket` or `hubspot-add-ticket-note`.

**Validation:**

* If neither system knows the email, say so and stop.
* If the two systems disagree on name or company, show both values and do not choose.

Who it's for

One answer, three teams that use it

Support agents

Reply with billing and ticket history in hand

See subscriptions next to open tickets before you answer, so you do not miss an expired plan behind the question.

Pull 2Checkout billing and open HubSpot tickets for sam@contoso.com.

Account executives

Check a customer's deals against what they pay

See the company's HubSpot deals beside their 2Checkout subscriptions before a call, with any conflict flagged.

What is lena@northwindtraders.com paying for in 2Checkout, and what deals does her company have open in HubSpot?

Revenue operations

Catch lifecycle stages that no longer match billing

Spot a contact marked as a lead whose subscription is active, or a customer whose plan expired, one email at a time.

Does the HubSpot lifecycle stage for tom@fabrikam.com match his 2Checkout subscription status?

How it works

What PopdockAI does when you ask

You give an email and your AI assistant reads 2Checkout and HubSpot together. If several HubSpot contacts share the email it stops and lists them instead of picking one.

01

Ask

You give the customer email address.

Your AI tool

02

Billing

It reads the customer and subscriptions in 2Checkout.

2checkout-get-customer
2checkout-get-subscription

03

CRM

It finds the HubSpot contact, then their tickets and the company's deals, and stops if contacts are duplicated.

hubspot-get-contacts
hubspot-get-tickets
hubspot-get-deals

04

Report

You get identity, billing, CRM, tickets and deals, with a line on any conflict.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.

get-data

2checkout-get-customer

Returns customers records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-subscription

Returns subscriptions records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

hubspot-get-contacts

Returns contact records from HubSpot CRM, with email, phone, company, lifecycle stage, lead status, owner and location from the HubSpot connector. Filter by company id, state region, contact owner, email, last name, create date, company name, record id, lifecycle stage, lead status.
get-data

hubspot-get-tickets

Returns support tickets from HubSpot, with name, status, priority, category, owner, dates and associated contact and company from the HubSpot connector. Filter by category, record id, priority, ticket name, create date, ticket status, company id, contact id, ticket owner.
get-data

hubspot-get-deals

Returns deals from HubSpot CRM, with amount, stage, pipeline, close date, owner and associated company and contact from the HubSpot connector. Filter by pipeline name, close date, deal stage name, deal type, record id, company id, deal name, amount, deal owner.
Read only.Nothing in 2Checkout Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Billing, tickets and deals in one customer view

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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