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Add Chorus call attendees as Dynamics 365 Sales contacts
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Cross-Connector

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.

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Add Chorus call attendees as Dynamics 365 Sales contacts
Which people from Contoso joined our Chorus calls in the last 90 days but aren't contacts in Dynamics 365 Sales? Add them to the Contoso account.
4 people from Contoso joined calls in the last 90 days, and 2 are not in Dynamics 365 Sales. - New: Jordan Lee, IT Director, 3 calls - New: Alex Morgan, Procurement Lead, 1 call - Existing lead: Sam Patel is already a lead, so not duplicated - Already a contact: Riley Chen Which of the 2 new people should I create under Contoso?
Chorus
Sample figures. Your results come from your own account.
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

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Chorus

Chorus
Run it on your own Chorus data.

Connect Chorus, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Collect

It gathers the customer people from the account's Chorus calls and drops colleagues.

chorus-get-engagements
chorus-get-conversation-participants
chorus-get-users

03

Check

It looks up each email as a Dynamics 365 Sales contact, then as a lead.

microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads

04

Create

You choose who to add, and only those contacts are created.

Your AI tool

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.

get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

chorus-get-users

Returns Chorus users, with their name, email, title, role, license type and whether the account is active. Use it for license reviews and for matching reps to their conversations.
get-data

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-leads

Returns Dynamics 365 Sales leads. Filter by created date, name, status, rating, owner, company name, email and lead source, and cap how many records come back.
run-action

microsoft-dynamics-365-sales-create-contact

Creates a contact (a person) in Dynamics 365 Sales, optionally linked to an account. Takes the last name, plus optional job title, business phone, first name, mobile phone, city, email and company.
Read only.Nothing in Chorus 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

Every buyer on your calls, in the CRM once

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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.

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