Connectors

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BigCommerce

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BigCommerce and HubSpot customer 360 by email
Report
Cross-Connector

See one customer across BigCommerce and HubSpot

For support teams who want a customer's BigCommerce orders and HubSpot deals and tickets in one answer, just by asking their AI assistant.

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BigCommerce and HubSpot customer 360 by email
Give me a full view of dana@northwindtraders.com with her last 5 orders from BigCommerce and what HubSpot has on her.
Dana Whitfield is in both systems, with 5 recent orders and one open ticket. - Orders: latest ORD-10482, 312.40, paid, none refunded - Deals: Spring wholesale renewal, Proposal stage, 4,800.00 - Tickets: Damaged carton, open, high priority - Inconsistency: company is Northwind Traders in BigCommerce and Northwind Trading in HubSpot Want the full order table?
BigCommerce
Sample figures. Your results come from your own account.
bigcommerce-get-customer
bigcommerce-get-order
hubspot-get-contacts
hubspot-get-deals
hubspot-get-tickets

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

BigCommerce

BigCommerce
Run it on your own BigCommerce data.

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

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The problem

Support never sees the whole customer on one screen

Support staff jump between BigCommerce for orders and HubSpot for the contact, deals and tickets. An open ticket or a refunded order gets missed because the pieces rarely line up.

Without PopdockAI

  • Look up the customer and recent orders in BigCommerce
  • Search HubSpot for the contact
  • Open deals and tickets one by one
  • Answer without noticing a refund or open ticket

With PopdockAI

  • The customer and latest orders are read from BigCommerce
  • The HubSpot contact, deals and tickets are found by the same email
  • Missing sides and disagreeing names are shown, not hidden
  • Nothing is changed in either system

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Build a single view of the customer with email `{customer-email}`, showing the last `{order-count}` orders (default 5) from BigCommerce next to their HubSpot relationship.

**Step 1: BigCommerce side**

Call `bigcommerce-get-customer` with `email` set to `{customer-email}`. If nothing matches, report that the customer is absent from BigCommerce and continue to Step 2 anyway. Then call `bigcommerce-get-order` with `customer-id` set to the customer `id`, `max-records` of `{order-count}`. Keep `id`, `date-created`, `status`, `total-including-tax`, `payment-status`, `refunded-amount`.

**Step 2: HubSpot side**

Call `hubspot-get-contacts` with `email` set to `{customer-email}`. If found, take `record-id` and call `hubspot-get-deals` with `company-id` from the contact (when present) and `hubspot-get-tickets` with `contact-id` set to the `record-id`. If no contact is found, report the customer as present in BigCommerce and absent from HubSpot.

**Step 3: Report**

Sections: Identity (names, company and phone as each system holds them), Orders (table), Deals (name, stage, amount), Tickets (name, status, priority), and a short list of anything that looks inconsistent.

**Rules & Guidelines:**

* `bigcommerce-get-customer` and `bigcommerce-get-order` are on the bigcommerce server; `hubspot-get-contacts`, `hubspot-get-deals` and `hubspot-get-tickets` are on the hubspot server.
* Read only. Do not call any add, update or delete tool on either server.

**Validation:**

* If both systems return nothing, say so and stop.
* If the two systems disagree on name or company, show both values.

Who it's for

One answer, three teams that use it

Support agents

Answer with the full history in front of you

Recent orders and open tickets appear together, so replies account for what already happened.

Show me jo@contoso.com last 3 BigCommerce orders and any open HubSpot tickets.

Account managers

See deals alongside what they bought

Open deals and order history in one view help you judge where the relationship stands.

What has lee@fabrikam.com ordered in BigCommerce, and what deals do they have in HubSpot?

Support team leads

Catch data that disagrees between systems

Different names or companies between the store and HubSpot are shown side by side for a fix.

Check whether BigCommerce and HubSpot agree on the name and company for dana@northwindtraders.com.

How it works

What PopdockAI does when you ask

You give a customer email and your AI assistant joins their BigCommerce orders to their HubSpot record. It only reads and shows any inconsistency it finds.

01

Ask

You give the customer email and how many recent orders to show.

Your AI tool

02

Orders

It reads the customer and latest orders from BigCommerce.

bigcommerce-get-customer
bigcommerce-get-order

03

Contact

It finds the HubSpot contact by email, then deals and tickets.

hubspot-get-contacts
hubspot-get-deals
hubspot-get-tickets

04

Report

You get identity, orders, deals, tickets and any inconsistencies.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for BigCommerce and one secure connection to your AI tool. No code, no exports.

get-data

bigcommerce-get-customer

Returns customers from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
get-data

bigcommerce-get-order

Returns orders from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.
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-deals

Returns deals from HubSpot CRM, with amount, stage, pipeline, close date, owner and associated company and contact from the HubSpot connector. Filter by pipeline name, close date, deal stage name, deal type, record id, company id, deal name, amount, deal owner.
get-data

hubspot-get-tickets

Returns support tickets from HubSpot, with name, status, priority, category, owner, dates and associated contact and company from the HubSpot connector. Filter by category, record id, priority, ticket name, create date, ticket status, company id, contact id, ticket owner.
Read only.Nothing in BigCommerce 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

Orders, deals and tickets for one customer together

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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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