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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.
On this page
Connector
Connect Chorus, pick your AI tool and paste the prompt.
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.
**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.
02
Collect
It gathers outside participants and skips colleagues by email domain.
03
Check
It drops people Capsule CRM already has and shows the rest for you to pick.
04
Create
It adds the people you chose and reads each one back.
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
capsule-crm-get-party
capsule-crm-add-party
chorus-get-users
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
Call participants in Capsule CRM, linked to their organization
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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