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See which expiring 2Checkout subscribers nobody has contacted
For customer support and success teams who ask their AI assistant to check Pipedrive activities and notes for subscribers about to expire.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Renewals lapse while nobody knows who was called
Nobody can easily tell whether a customer with an expiring 2Checkout subscription has been contacted. Without checking Pipedrive person by person, renewals lapse while effort goes to accounts already called.
Without PopdockAI
- Export expiring subscriptions from 2Checkout
- Search Pipedrive for each subscriber
- Scroll activities and notes for recent contact
- Let the uncontacted renewal lapse
With PopdockAI
- Expiring active subscriptions read, up to 30
- Each subscriber found in Pipedrive by email
- Recent activities and notes counted with last contact date
- No outreach listed first, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For 2Checkout subscriptions expiring in the next `{days-ahead}` days (default 30), check Pipedrive for outreach in the last `{lookback-days}` days (default 30) so unattended renewals are visible.
**Step 1: Find the subscriptions**
Call `2checkout-get-subscription` with `expiration-date.from` set to today and `expiration-date.to` set to today plus `{days-ahead}` days. Keep active rows, at most 30. Use `end-user-email`, `subscription-reference`, `product-name` and `expiration-date`.
**Step 2: Find outreach in Pipedrive**
For each row with an email call `pipedrive-get-person` with `email` set to it and take person-id. Then call `pipedrive-get-activity` with `person-id` and `due-date.from` set to today minus `{lookback-days}` days, and call `pipedrive-get-note` with `person-id` and `created-date.from` set to the same date. Count activities (done and not done) and notes, and keep the latest date of each.
**Step 3: Report**
Table: subscription-reference, product-name, expiration-date, end-user-email, activities, notes, last contact date. List first the subscribers with no outreach, then those not in Pipedrive.
**Rules & Guidelines:**
* `2checkout-*` tools belong to the 2checkout server and `pipedrive-*` tools to the pipedrive server; both servers must be connected.
* This prompt is read-only. Never call any 2checkout write tool (for example `2checkout-customer-add`, `2checkout-customer-update`, `2checkout-subscription-disable`) or any pipedrive write tool (`pipedrive-add-person`, `pipedrive-update-person`, `pipedrive-add-deal`, `pipedrive-update-deal`, `pipedrive-add-note`, `pipedrive-add-activity`).
* Match emails case-insensitively after trimming spaces; never alter the stored value in the report.
**Validation:**
* If no subscriptions expire in the window, say so and stop.
* A person who exists with zero activities and notes is reported as no outreach, not as missing.Who it's for
One answer, three teams that use it
Customer success managers
See who still needs a renewal call
Expiring subscribers with no recent activity or notes are listed first so you work them today.
Which 2Checkout subscribers expiring in 30 days have had no Pipedrive activity in the last two weeks?
Sales managers
Check your team has covered renewals
See last contact dates against expiry dates and spot the accounts nobody has touched.
Show 2Checkout renewals due this month with the last Pipedrive contact date for each.
Account managers
Find subscribers missing from the CRM
Subscribers not in Pipedrive at all are listed separately so they can be added and called.
Which 2Checkout customers with subscriptions expiring in 45 days are not in Pipedrive?
How it works
What PopdockAI does when you ask
You set how far ahead and how far back to look, and your AI assistant checks each expiring subscriber in Pipedrive. People with no outreach come first.
01
Ask
You set the days ahead for expiries and the days back for outreach.
02
Subscriptions
It reads active 2Checkout subscriptions about to expire, up to 30.
03
Outreach
It finds each subscriber in Pipedrive and counts recent activities and notes.
04
Report
You get a table with last contact date, no outreach first, then people not in Pipedrive.
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-subscription
pipedrive-get-person
pipedrive-get-activity
pipedrive-get-note
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
No renewal lapses without a call
Related use cases
More ways to put this data to work
Profile a customer across 2Checkout and Pipedrive
Ask your AI for one view of a customer from 2Checkout subscriptions and Pipedrive deals and activity. It flags active customers with no open deal and changes nothing.
Learn More
Find 2Checkout expiring subscriptions with Pipedrive owners
Ask your AI to list expiring 2Checkout subscriptions with each subscriber's Pipedrive owner and open deals, plus counts per owner and anyone it cannot match.
Learn More
Find 2Checkout leads missing from Pipedrive
Ask your AI which 2Checkout leads have no matching person in Pipedrive. It lists the gaps, shows the owner of known leads and never creates records.
Learn More
Audit 2Checkout affiliate commissions
Ask your AI to audit a 2Checkout affiliate and it compares the configured rate with each order's commission and lists the ones that are off. Read-only.
Learn More
Audit 2Checkout price option groups
Ask your AI to audit 2Checkout price option groups and it flags unused groups, missing defaults, scale gaps and groups shared by many products. Read-only.
Learn More
One prompt template with infinite possibilities.
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