/
/
See which OnePageCRM contacts show up on Chorus calls
For sales reps who want to know who at an account is actually on recorded calls, just by asking their AI assistant.
On this page
Connector
Connect Chorus, pick your AI tool and paste the prompt.
The problem
Nobody knows which contacts actually speak on calls
At an account, nobody can say which OnePageCRM contacts have spoken on a recorded Chorus call, or who joins calls but was never added to the CRM. Comparing the two means matching names and emails across systems by hand.
Without PopdockAI
- Export the company's contacts from OnePageCRM
- List attendees from its Chorus calls
- Match names and emails by hand
- Miss attendees who are not in the CRM
With PopdockAI
- Company contacts and call attendees are read
- They are joined on email, with name only matches marked weak
- Attendance counts and silent contacts are shown
- Attendees missing from OnePageCRM are listed, nothing written
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the account `{company-name}`, compare the contacts held in OnePageCRM with the people who attended Chorus conversations over the last `{lookback-days}` days (default 180).
**Step 1: CRM contacts (onepagecrm server)**
Call `onepagecrm-get-company` with `name` equal to `{company-name}`, then `onepagecrm-get-contact` with `company-id`. Keep id, first-name, last-name, email, job-title and next-action.
**Step 2: Conversations and attendees (chorus server)**
Call `chorus-get-engagements` with `account-name` set to the company name and `date.from` set to the window start. For each conversation-id returned, call `chorus-get-conversation-participants` with `conversation-id`.
**Step 3: Join on email**
Match CRM `email` to participant `email`, ignoring case. When a contact has no email, fall back to an exact full-name match and mark it Weak.
**Step 4: Report**
* Contacts who attended: count of conversations and the latest date.
* Contacts never heard on a recording, with job-title and next-action.
* Attendees from the company's side who match no CRM contact (name, title, email): candidates to add to the CRM.
* Internal attendees (Chorus type other than external) are listed once as a count only.
**Rules & Guidelines:**
* `onepagecrm-get-company` and `onepagecrm-get-contact` are on the onepagecrm server; `chorus-get-engagements` and `chorus-get-conversation-participants` are on the chorus server.
* Read-only. Never call `onepagecrm-add-contact` or `onepagecrm-update-contact`; only recommend it.
**Validation:**
* If the company is missing from the CRM or has no conversations, report that and stop.
* If many contacts lack an email, say how many matches relied on names.Who it's for
One answer, three teams that use it
Account executives
Know who you are really talking to
See which contacts join calls and how often, so you focus on the engaged people.
Which OnePageCRM contacts at Contoso have been on Chorus calls in the last 90 days?
Sales managers
Spot single threaded deals
Contacts never heard on a recording show where a deal relies on one person.
Which Fabrikam contacts in OnePageCRM have never joined a Chorus call?
Sales operations
Find attendees to add to the CRM
External attendees missing from OnePageCRM are listed as candidates to add.
List people on Northwind Traders Chorus calls this year who are not OnePageCRM contacts.
How it works
What PopdockAI does when you ask
You name the company and your AI assistant compares its OnePageCRM contacts with Chorus attendees. It is read-only and creates no contacts.
01
Ask
You name the company and a lookback window.
02
Read
It reads the account contacts in OnePageCRM and the attendees of its Chorus conversations.
03
Match
It joins on email and marks name-only matches as weak.
04
Report
You get attendees, silent contacts and people to add, with nothing written.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.
onepagecrm-get-company
onepagecrm-get-contact
chorus-get-engagements
chorus-get-conversation-participants
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
See who is engaged on calls and who is missing
Related use cases
More ways to put this data to work
Add a Chorus call summary to a Zendesk ticket
Ask your AI to add a Chorus call summary to a Zendesk ticket and it checks both belong to the same customer, drafts a private note and adds it only after you confirm.
Learn More
Add Chorus call attendees as Dynamics 365 Sales contacts
Ask your AI to add the customer people from an account's Chorus calls to Dynamics 365 Sales and it checks contacts and leads first, then creates only the people you choose.
Learn More
Add Chorus call attendees as HubSpot contacts
Ask your AI to find the people who joined an account's Chorus calls but are not HubSpot contacts, then create only the ones you choose and read each one back.
Learn More
Add Chorus call contacts missing from Bloomerang
Ask your AI to find Chorus call participants missing from Bloomerang and it proposes adding an email or creating a constituent, writing only the rows you approve.
Learn More
Add Chorus call contacts missing from Capsule CRM
Ask your AI to find outside Chorus participants who are not in Capsule CRM and it adds only the people you pick, linked to an organization on a full match.
Learn More
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.