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Turn Chorus call attendees into Dynamics 365 Sales contacts
For sales teams who want the buyers on their Chorus calls added to Dynamics 365 Sales without duplicates, by asking their AI assistant.
On this page
Connector
Connect Chorus, pick your AI tool and paste the prompt.
The problem
Buyers on your calls never become CRM contacts
Customer people on Chorus calls often never become contacts in Dynamics 365 Sales. Adding them means filtering out colleagues, checking each email against contacts and leads, and typing names and titles in one by one.
Without PopdockAI
- Read through each call's attendee list
- Filter out your own colleagues
- Search contacts, then leads, for every email
- Type in names and titles one by one
With PopdockAI
- Customer people are gathered from the account's calls
- Colleagues and your own domain are dropped
- Each email is checked as a contact, then as a lead
- Only the people you choose are created
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find the people from `{account-name}` who took part in Chorus conversations in the last `{lookback-days}` days (default 90) but are not contacts in Dynamics 365 Sales, and create the ones the user approves, linked to the account `{account-id}` if given.
**Step 1: Collect the attendees (Chorus)**
Call `chorus-get-engagements` with `account-name` = `{account-name}` and `date.from` = today minus `{lookback-days}` days (retry with `account-name.contains` if nothing comes back). For each conversation, call `chorus-get-conversation-participants` with its `conversation-id`.
Keep only customer-side people: drop anyone whose email matches a Chorus user (check with `chorus-get-users` by `email`) or whose email domain is your own company's. De-duplicate by email, keeping name, title, company name, and how many conversations each attended.
**Step 2: Check the CRM (Dynamics 365 Sales)**
For each remaining email, call `dynamics-365-sales-get-contacts` with `email` = that address. If there is no match, also call `dynamics-365-sales-get-leads` with `email`, so an existing lead is not duplicated as a contact.
**Step 3: Propose**
A table of the people with no contact: name, email, title, conversations attended, and "existing lead" if Step 2 found one. Split each name into first and last name. Ask the user which rows to create; create nothing without that answer.
**Step 4: Create (Dynamics 365 Sales)**
For each approved row, call `dynamics-365-sales-create-contact` with `first-name`, `last-name`, `email`, `job-title`, and `company-id` = `{account-id}` if given. Report each contact created and any that failed.
**Rules & Guidelines:**
* `chorus-get-engagements`, `chorus-get-conversation-participants` and `chorus-get-users` are on the Chorus server. `dynamics-365-sales-get-contacts`, `dynamics-365-sales-get-leads` and `dynamics-365-sales-create-contact` are on the Dynamics 365 Sales server.
* The only write tool this prompt may call is `dynamics-365-sales-create-contact`, once per approved row. Do not call `dynamics-365-sales-create-lead`, `dynamics-365-sales-update-contact` or any Chorus action tool.
* `{account-id}` is a GUID the user supplies from the account's address bar in Dynamics 365. Never guess one; if it is blank, create the contacts unlinked and say so.
* Skip anyone Chorus has no email for.
**Validation:**
* If every attendee is already a contact, say the CRM is complete for this account and stop.
* Compare emails case-insensitively.Who it's for
One answer, three teams that use it
Account executives
Capture new stakeholders as they appear
People who joined your calls are added as contacts, so the buying group in the CRM matches reality.
Add the Fabrikam people from our Chorus calls in the last 30 days to Dynamics 365 Sales.
Sales managers
See the whole buying group
Every customer person on calls becomes a contact, so deal reviews show who is really involved.
Who from Northwind Traders has been on Chorus calls this quarter but is not in Dynamics 365 Sales?
Sales operations
Avoid duplicating existing leads
People who already exist as leads are flagged instead of being created again as contacts.
Check Contoso call attendees from the last 90 days against Dynamics 365 contacts and leads before adding any.
How it works
What PopdockAI does when you ask
You name the account and your AI assistant finds call attendees missing from Dynamics 365 Sales. It never guesses an account id and writes nothing until you choose.
01
Ask
You name the account, how far back to look and optionally its Dynamics 365 account id.
02
Collect
It gathers the customer people from the account's Chorus calls and drops colleagues.
03
Check
It looks up each email as a Dynamics 365 Sales contact, then as a lead.
04
Create
You choose who to add, and only those contacts are created.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.
chorus-get-engagements
chorus-get-conversation-participants
chorus-get-users
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-create-contact
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.
The outcome
Every buyer on your calls, in the CRM once
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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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