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Brief yourself on a customer from BigCommerce and Pipedrive
For support and account teams who want orders, refunds and Pipedrive deals in one brief, just by asking their AI assistant.
On this page
Connector
Connect BigCommerce, pick your AI tool and paste the prompt.
The problem
Refunds in one system and open deals in the other get missed
A rep opens BigCommerce for the orders and Pipedrive for the relationship. Refunds on one side and open deals on the other are easy to miss, and a similar name can lead to the wrong person.
Without PopdockAI
- Find the customer and total orders in BigCommerce
- Search Pipedrive and hope the name is the right one
- Open the organization, deals and activities separately
- Piece the story together just before the call
With PopdockAI
- Orders, spend and refunds are totalled from BigCommerce
- The Pipedrive person is matched by email, not by name
- Organization, deals and recent activities are added
- It stops on duplicate customers and changes nothing
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Build one brief on the customer `{customer-email}` from BigCommerce and Pipedrive, looking back `{lookback-days}` days for orders (default 365).
**Step 1: Find the customer in BigCommerce**
Call `bigcommerce-get-customer` with `email` set to `{customer-email}`. If nothing matches, report that the customer is not in BigCommerce and stop. If more than one matches, list them and stop.
**Step 2: Pull their orders**
Take `id` from that result and call `bigcommerce-get-order` with `customer-id` set to it and `date-created.from` set to today minus `{lookback-days}` days. Total `total-including-tax`, count the orders, and note `status`, `refunded-amount` and the latest `date-created`.
**Step 3: Find the CRM person**
Call `pipedrive-get-person` with `email` set to `{customer-email}`. If nothing matches, retry with `name.contains` set to the BigCommerce customer last name and pick the person whose `email` matches. If none does, report the customer as present in BigCommerce and absent from Pipedrive, and skip to Step 5.
**Step 4: Pull the CRM context**
Call `pipedrive-get-organization` with `organization-id` set to the person `organization-id` (skip if empty). Call `pipedrive-get-deal` with `organization-id` set to the same id and report `title`, `status`, `value`, `stage` and `expected-close-date` for each deal. Call `pipedrive-get-activity` with `person-id` set to the person `person-id` for recent touchpoints.
**Step 5: Report**
Give: the customer (name, email, company), order count and revenue for the period, refunds, the CRM owner (`owner-name`) and `last-activity-date`, the organization, and open deals. End with one line saying whether the CRM view and the store view agree.
**Rules & Guidelines:**
* `bigcommerce-*` tools are on the bigcommerce server and `pipedrive-*` tools are on the pipedrive server. Both servers must be connected.
* This is read-only. Never call any add, update or delete tool on either server (for example `bigcommerce-customer-update`, `bigcommerce-customer-add`, `pipedrive-add-person`, `pipedrive-update-deal`, `pipedrive-add-activity`).
**Validation:**
* If either system returns nothing, say which one and continue with the other.
* If the emails or names differ in case or spacing, treat them as equal and note the difference.Who it's for
One answer, three teams that use it
Account managers
Know the orders and open deals before you call
One brief covers spend, refunds, deal stages and last contact, so there is no scramble before the meeting.
Brief me on jo@contoso.com with their BigCommerce orders and Pipedrive deals from the last 90 days.
Support agents
See the relationship behind an order question
Recent activities and open deals show who else is talking to the customer before you reply.
Who has been in touch with lee@fabrikam.com in Pipedrive, and have they had any BigCommerce refunds?
Sales managers
Check reps are following up on buyers
Compare store activity with deal activity to see whether active buyers are being worked in the CRM.
Does Pipedrive reflect how much dana@northwindtraders.com buys from us on BigCommerce?
How it works
What PopdockAI does when you ask
You give a customer email and your AI assistant builds one brief from BigCommerce and Pipedrive. It ends by saying whether the two views agree.
01
Ask
You give the customer email and an optional lookback in days.
02
Orders
It finds the BigCommerce customer and totals orders, spend and refunds.
03
Match
It finds the Pipedrive person, organization, deals and activities.
04
Report
You get one brief ending with whether both views agree.
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.
bigcommerce-get-customer
bigcommerce-get-order
pipedrive-get-person
pipedrive-get-organization
pipedrive-get-deal
pipedrive-get-activity
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
Every conversation starts with the full picture
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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