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Turn abandoned 2Checkout checkouts into a HubSpot follow-up list
For marketing and sales teams who want to win back unconverted 2Checkout leads from HubSpot, just by asking their AI assistant.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Abandoned checkouts that never get a follow up
Getting unconverted 2Checkout leads into a HubSpot list means exporting leads, removing the ones who later bought and looking each email up in HubSpot. Skip the purchase check and you chase customers who already paid.
Without PopdockAI
- Export leads from 2Checkout
- Remove anyone who became a customer
- Look up each email in HubSpot
- Add members to the list one by one
With PopdockAI
- Leads who later bought are dropped first
- The rest matched to HubSpot contacts by email
- Only a manual list is used, and existing members are skipped
- Nothing is added until you confirm, then membership is checked
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Put the HubSpot contacts of up to `{max-records}` 2Checkout leads (default 50) that have not become 2Checkout customers into the manual HubSpot contact list named `{list-name}`, creating the list if it does not exist. Nothing is written until the user confirms.
**Step 1: Read leads from 2Checkout**
Call `2checkout-get-lead` with `max-records` set to `{max-records}` (50 if empty). Keep `lead-code`, `billing-email`, `billing-first-name`, `billing-last-name`, `billing-company` and `generated-from`. Set aside leads with no email and count them.
**Step 2: Drop leads that already bought**
For each distinct `billing-email`, call `2checkout-get-customer` with `email` set to it. If a customer comes back, the lead converted: list it as converted and leave it out.
**Step 3: Find the contacts in HubSpot**
The join is the 2Checkout `billing-email` against the HubSpot contact `email`, compared case-insensitively after trimming. For each remaining email, call `hubspot-get-contacts` with `email` set to it and keep `record-id`. If none comes back, list the lead as not in HubSpot; if several come back, list them and leave the lead out.
**Step 4: Find or plan the list in HubSpot**
Call `hubspot-get-lists` with `name` set to `{list-name}` and `object-type` set to 0-1. If one comes back and its `processing-type` is MANUAL, use its `list-id` and call `hubspot-get-contact-list-membership` with `list-id` set to it to drop contacts that are already members. If it comes back with any other processing type, say it cannot be changed and stop. If none comes back, plan to create it.
**Step 5: Confirm**
Show the list (existing, with its size, or to be created), the contacts to add (name, email, lead code), and the converted, not-in-HubSpot and skipped leads. Ask for an explicit yes and offer to exclude rows. Do not continue without a yes.
**Step 6: Write and verify**
If the list must be created, call `hubspot-add-list` once with `name` set to `{list-name}`, `object-type` 0-1 and `processing-type` MANUAL, and use the returned `id`. Then call `hubspot-add-list-members` with `list-id` and `record-ids` set to the confirmed contact record-ids, comma-separated, in batches of at most 100. Call `hubspot-get-contact-list-membership` with `list-id` and confirm each contact is now a member. Report added, already present, failed and skipped.
**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 only write tools allowed are `hubspot-add-list`, at most once, and `hubspot-add-list-members`, once per batch, both only after the confirmation in Step 5. Call no other hubspot-add, hubspot-update, hubspot-rename, hubspot-remove, hubspot-subscribe, hubspot-unsubscribe or hubspot-import tool. Adding someone to a list does not subscribe them to email, and this prompt must not change subscriptions.
* Never call `2checkout-lead-markused`, `2checkout-lead-update`, `2checkout-lead-add`, `2checkout-customer-add` or any other 2checkout tool that adds, updates or marks records. 2Checkout is only read here.
* Do not create HubSpot contacts for leads that are not in HubSpot; report them instead.
**Validation:**
* If `{list-name}` is empty, ask for it and stop.
* If no lead is left after Steps 2 and 3, say so and stop without creating a list.
* If the user declines or does not answer, stop with nothing written.Who it's for
One answer, three teams that use it
Email marketers
Build a win back list from abandoned checkouts
Get unconverted leads onto a HubSpot list for a nurture sequence without exporting and cleaning a spreadsheet.
Add up to 100 unconverted 2Checkout leads to the HubSpot list Abandoned Cart Q4.
Sales development reps
Follow up only with people who did not buy
Leads whose email became a 2Checkout customer are dropped, so you never call someone who already paid.
Put 2Checkout leads who never purchased on the HubSpot list SDR Follow-up.
Marketing operations
Keep HubSpot lists clean as you add to them
Leads missing from HubSpot are reported, not created, and emails matching several contacts are left out.
Check the last 50 2Checkout leads against HubSpot and add the matches to the Checkout Win-back list.
How it works
What PopdockAI does when you ask
You name the HubSpot list and your AI assistant reads 2Checkout leads and matches them in HubSpot. You see who will be added and who was skipped, and nothing is written until you say yes.
01
Read
It reads up to 50 leads from 2Checkout, or the number you give.
02
Filter
It drops leads whose email now belongs to a 2Checkout customer.
03
Match
It finds the remaining leads in HubSpot by email and checks the list.
04
Confirm
You review the contacts to add and the skipped leads, say yes, and it adds them and checks membership.
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.
2checkout-get-lead
2checkout-get-customer
hubspot-get-contacts
hubspot-get-lists
hubspot-get-contact-list-membership
hubspot-add-list
hubspot-add-list-members
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
Abandoned checkouts become a follow up list in one pass
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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