Connectors

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2Checkout

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Add unconverted 2Checkout leads to a HubSpot list
Write
Cross-Connector

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.

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Add unconverted 2Checkout leads to a HubSpot list
Put our unconverted 2Checkout leads on the HubSpot list Checkout Win-back.
21 of the 50 recent 2Checkout leads are worth following up in HubSpot. - List: Checkout Win-back, manual, 40 members today - To add: 21 contacts - Converted since: 12 leads, left out - Not in HubSpot: 14 leads, reported only - No email: 3 leads Shall I add the 21 contacts?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-lead
2checkout-get-customer
hubspot-get-contacts
hubspot-get-lists
hubspot-get-contact-list-membership
hubspot-add-list
hubspot-add-list-members

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Filter

It drops leads whose email now belongs to a 2Checkout customer.

2checkout-get-customer

03

Match

It finds the remaining leads in HubSpot by email and checks the list.

hubspot-get-contacts
hubspot-get-lists
hubspot-get-contact-list-membership

04

Confirm

You review the contacts to add and the skipped leads, say yes, and it adds them and checks membership.

Your AI tool

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.

get-data

2checkout-get-lead

Returns leads records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-customer

Returns customers records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

hubspot-get-contacts

Returns contact records from HubSpot CRM, with email, phone, company, lifecycle stage, lead status, owner and location from the HubSpot connector. Filter by company id, state region, contact owner, email, last name, create date, company name, record id, lifecycle stage, lead status.
get-data

hubspot-get-lists

Returns HubSpot lists (segments) of any object type, with size and processing type from the HubSpot connector. Filter by size, processing type, name, list id, object type.
get-data

hubspot-get-contact-list-membership

Returns which contacts belong to which contact lists from the HubSpot connector. Filter by list name, contact id, contact email, list id.
run-action

hubspot-add-list

Creates a HubSpot list and returns its ID. Required: Name, Object type, Processing type. Writes to HubSpot.
run-action

hubspot-add-list-members

Adds records to a manual HubSpot list. Required: List ID, Record IDs. Writes to HubSpot.
Read only.Nothing in 2Checkout 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

Abandoned checkouts become a follow up list in one pass

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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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