Connectors

/

Salesforce

/

Check a Salesforce opportunity's contacts against Chorus calls
Report
Cross-Connector

See who on the buying committee has joined a call

For sales reps and managers who want to know which Salesforce contact roles have really been on Chorus calls, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Check a Salesforce opportunity's contacts against Chorus calls
Who on the Fabrikam Data Platform opportunity has actually been on our Chorus calls in the last 60 days?
4 of 6 contact roles on Fabrikam Data Platform have joined at least one of 7 Chorus calls. - Primary: Jordan Lee, Economic buyer, never on a call - Most engaged: Sam Patel, 6 calls, last on 2026-09-30 - Outside attendee: a Fabrikam IT lead not on the opportunity - Risk: closes in 21 days with no call in the last 14 Want the full coverage table and call timeline?
Salesforce
Sample figures. Your results come from your own account.
salesforce-get-opportunity
salesforce-get-opportunity-contact-role
salesforce-get-contact
chorus-get-engagements
chorus-get-conversation-participants

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Salesforce

Salesforce
Run it on your own Salesforce data.

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

Try PopdockAI free

The problem

A full buying committee on paper, one person on the calls

A Salesforce opportunity can list a whole buying committee while only one person ever joins the calls. Finding out who is really engaged means comparing contact roles with Chorus attendees, email by email.

Without PopdockAI

  • Read the contact roles on the opportunity
  • Open each Chorus call and note who attended
  • Match attendees to contacts by email by hand
  • Miss that the primary contact never showed up

With PopdockAI

  • Contact roles and Chorus attendees are matched by email for you
  • Each committee member gets a coverage line
  • Outside attendees and deal risks are called out
  • Read only, and contacts with no email are shown as unmatched

The prompt

Use this prompt

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

Prompt
**Objective:** Review the Salesforce opportunity {opportunity-name} against the Chorus conversations held about it over the last {lookback-days} days (default 60), and show which members of the buying committee have actually been on a call.

**Step 1: Find the opportunity in Salesforce**

Call `salesforce-get-opportunity` with name = {opportunity-name}. If nothing comes back, retry with name.contains. If more than one matches, list each one's name, account-name, stage, amount and close date, then stop and ask which one is meant.

**Step 2: Read the buying committee**

Call `salesforce-get-opportunity-contact-role` with the opportunity-id. For each contact-id it returns, call `salesforce-get-contact` with contact-id to get the contact's email and title.

**Step 3: Find the conversations in Chorus**

Call `chorus-get-engagements` with account-name = the opportunity's account-name from Step 1 and date.from = today minus the lookback days. If nothing comes back, retry with account-name.contains using the distinctive part of the name. Keep the conversations whose opportunity-name matches the Salesforce opportunity name. If none carry a matching opportunity-name, keep all of the account's conversations and say they are matched at account level only.

For each kept conversation, call `chorus-get-conversation-participants` with its conversation-id.

**Step 4: Join people across the two systems**

Match each participant to a contact role by email, ignoring case. Treat a participant as internal when their email domain matches the domain of the conversation's user-email; everyone else is external.

**Step 5: Report**

1. **Deal:** name, account, stage, amount, probability, close date, next step, owner.
2. **Conversation timeline:** date, subject, type and a one-line digest of the meeting-summary, oldest first.
3. **Buying committee coverage:** a table of contact, role, primary, email, number of conversations attended and last attended date.
4. **External people on calls who are not on the opportunity:** email, name, title, company.
5. **Risks:** the primary contact never on a call; no conversation in the last 14 days; a close date within 30 days with no conversation; a stage the summaries do not support.

**Rules & Guidelines:**

* `salesforce-get-opportunity`, `salesforce-get-opportunity-contact-role` and `salesforce-get-contact` are on the Salesforce server. `chorus-get-engagements` and `chorus-get-conversation-participants` are on the Chorus server.
* This is read-only. Do not call `salesforce-update-opportunity`, `salesforce-add-task`, `salesforce-add-contact`, `salesforce-update-contact` or any other write tool.

**Validation:**

* A contact role whose contact has no email cannot be matched. Show it with "no email in Salesforce" rather than "never attended".
* If the opportunity has no contact roles, say so and still report sections 1, 2 and 4.
* If Chorus returns no conversations, say "No Chorus conversations found for this account in the window" and report the deal and its contact roles only.

Who it's for

One answer, three teams that use it

Account executives

See who you still need to meet

Find the committee members who have never joined a call, while there is still time to bring them in.

Which contacts on the Contoso Cloud Migration opportunity have not been on a Chorus call in the last 90 days?

Sales managers

Coach on multithreading with evidence

Review a deal's real engagement before a forecast call instead of relying on the rep's memory.

Show me Chorus call coverage for the buying committee on the Northwind Traders ERP deal over the last 45 days.

Sales engineers

Know who heard the technical story

See which stakeholders attended past calls and which outside people joined, before planning the next demo.

Who has attended our Chorus calls for the Fabrikam Security Suite opportunity, and who joined that is not on the deal?

How it works

What PopdockAI does when you ask

You name the opportunity and how many days of calls to review, and your AI assistant compares the buying committee with who actually attended. Nothing is changed in either system.

01

Ask

You name the opportunity and how many days of calls to review.

Your AI tool

02

Read

It reads the deal and its contact roles in Salesforce, then the account's Chorus calls.

salesforce-get-opportunity
salesforce-get-opportunity-contact-role
salesforce-get-contact
chorus-get-engagements

03

Match

It matches attendees to contact roles by email and spots outside attendees.

chorus-get-conversation-participants

04

Report

You get a timeline, committee coverage and risks, with nothing changed.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

salesforce-get-opportunity

Returns Salesforce opportunities with their account, stage, amount, probability, close date, next step, owner and whether they are closed or won. Filter by name, account, stage, owner, amount, close date and closed and won flags.
get-data

salesforce-get-opportunity-contact-role

Returns the contacts involved in Salesforce opportunities, with their buying role and whether they are primary. Filter by opportunity, contact, role and primary flag.
get-data

salesforce-get-contact

Returns Salesforce contacts with their account, title, department, email, phone, mailing address, owner and lead source. Filter by name, email, account, title, owner, lead source and mailing city or state.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
Read only.Nothing in Salesforce 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

Know who is really engaged before the deal closes

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation