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Add Chorus call contacts missing from Capsule CRM
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Cross-Connector

Add people from your Chorus calls to Capsule CRM

For sales teams who want outside call participants in Capsule CRM, linked to their organization, by asking their AI assistant.

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Add Chorus call contacts missing from Capsule CRM
Find the people from Northwind Traders calls in Chorus over the last 30 days who aren't in Capsule CRM yet.
2 outside participants from Northwind Traders calls are not in Capsule CRM. - Jordan Lee, Head of Finance, organization Northwind Traders found, 3 calls - Alex Morgan, Buyer, organization Northwind Traders found, 1 call - Already in Capsule CRM: 4 people, skipped Which of the 2 should I add?
Chorus
Sample figures. Your results come from your own account.
chorus-get-engagements
chorus-get-conversation-participants
capsule-crm-get-party
capsule-crm-add-party
chorus-get-users

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

The contacts who matter most live only in a recording

People you meet on Chorus calls often never make it into Capsule CRM, because adding them means checking each email, finding their organization and typing in their title. The contacts who matter most to a deal end up existing only in a recording.

Without PopdockAI

  • List outside participants from recent calls
  • Weed out colleagues by hand
  • Search Capsule CRM for each email
  • Find the organization and type in each person

With PopdockAI

  • Outside participants with an email are gathered
  • Colleagues are skipped by matching email domains
  • People Capsule CRM already has are dropped
  • Only the people you pick are added and read back

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 external people on Chorus calls from the last {lookback-days} days (default 30), optionally only for account {account-name}, who are not people in Capsule CRM, and add the ones the user approves.

**Step 1: Collect the participants in Chorus**

Call `chorus-get-engagements` with `date.from` set to the start of the window, and `account-name.contains` set to {account-name} when it is given. For each conversation, call `chorus-get-conversation-participants` with its `conversation-id`. Keep participants with an email and no `user-id` (people outside your company). Remove duplicates by email.

**Step 2: Check Capsule CRM**

For each email, call `capsule-crm-get-party` with `email`. Anyone found is already a contact; drop them. For each remaining person, call `capsule-crm-get-party` with `name.contains` set to their company name (or the conversation's account name) to find their organization and its `party-id`.

**Step 3: Confirm**

Show a table of name, email, job title, company, Capsule organization (found or not found), and the number of calls they were on. Ask the user which people to add. Do not write until they answer.

**Step 4: Create and verify**

For each approved person, call `capsule-crm-add-party` with `type` set to person, `first-name` and `last-name` split from the Chorus name, `email`, `job-title` from the Chorus title, and `organisation-id` set to the organization's `party-id` when one was found. If a name is a single word, ask for the missing part rather than guess. Then call `capsule-crm-get-party` with each `email` and confirm the person exists.

**Rules & Guidelines:**

* Tools whose names start capsule-crm are on the capsule-crm server; tools whose names start chorus are on the chorus server.
* The only write tool is `capsule-crm-add-party`, for people only and once per approved person. Do not create organizations, and do not call `capsule-crm-update-party`, `capsule-crm-add-note` or any other Capsule write, or any Chorus add, create, update or export tool.

**Validation:**

* If every participant is already in Capsule CRM, say so and stop.
* When the organization is not found, list the person as not linked and let the user decide; do not link them to a partial name match.
* Call `chorus-get-users` once and skip participants whose email domain matches a Chorus user's email domain; they are colleagues, not contacts.

Who it's for

One answer, three teams that use it

Sales reps

Add the people you actually talk to

Everyone from your recent calls is checked, and the new ones are added after you pick them.

Find people from Contoso calls in Chorus over the last 14 days who are not in Capsule CRM.

Account managers

Map the people at each account

People are linked to their Capsule organization on a full match, so the account shows who you deal with.

Add the Fabrikam people from our Chorus calls this month to Capsule CRM under Fabrikam.

Sales operations

Grow the CRM without duplicates

Existing people are dropped by email first, so the CRM stays clean.

Which outside participants on Chorus calls in the last 30 days are missing from Capsule CRM?

How it works

What PopdockAI does when you ask

You choose how far back to look and your AI assistant finds call participants missing from Capsule CRM. Nothing is written until you pick who to add.

01

Ask

You choose how many days to look back, and optionally one account.

Your AI tool

02

Collect

It gathers outside participants and skips colleagues by email domain.

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

03

Check

It drops people Capsule CRM already has and shows the rest for you to pick.

capsule-crm-get-party

04

Create

It adds the people you chose and reads each one back.

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

capsule-crm-get-party

Returns people and organizations from Capsule CRM with email, phone, job title, organization, location, owner and last contacted date. Filter by name, email, type, organization, owner, city, state or country.
run-action

capsule-crm-add-party

Creates a person or an organization in Capsule CRM, with email, phone, job title, owner, tags and the organization a person works for.
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.
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

Call participants in Capsule CRM, linked to their organization

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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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