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One email, the full Freshdesk and Attio customer view
For support teams who want a customer's tickets and CRM deals together, starting from just an email, by asking their AI assistant.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
Two searches and two screens to understand one customer
Answering a customer properly means searching their tickets in Freshdesk, then finding their person, company and deals in Attio. With two screens open there is no easy way to judge whether the support load fits the account.
Without PopdockAI
- Search Freshdesk for the contact and their tickets
- Search Attio for the same person and company
- Open each deal to see stage and value
- Guess whether the support load is out of proportion
With PopdockAI
- Tickets are counted by status and priority, with escalations noted
- The Attio person, company and deals are found by the same email
- Both systems appear side by side with differences shown
- It stops on several matches 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 a single view of the customer with the email `{email}`, looking back `{lookback-days}` days for tickets (default 90).
**Step 1: Find the contact in Freshdesk**
Call `freshdesk-get-contacts` (Freshdesk server) with `email` set to `{email}`. Note the contact-id, name, job title and company-id. Then call `freshdesk-get-tickets` with `requester-email` set to `{email}` and `created-at.from` set to the start of the lookback window. Count tickets by status and priority and note any escalated ones.
**Step 2: Find the person in Attio**
Call `attio-get-record-people` (Attio server) with `email-addresses` set to `{email}`. If nothing comes back, try `email-addresses.contains`. If still nothing, report the customer as known to Freshdesk but missing from Attio and skip to Step 4.
**Step 3: Carry the company across**
Take the company from the Attio person and call `attio-get-record-deals` with it as `associated-company`. Report each deal's name, stage and value.
**Step 4: Report**
Give: who the customer is (both systems side by side), recent tickets (id, subject, status, priority, created), open deals, and one sentence on whether support load looks high for the deal value.
**Rules & Guidelines:**
* `freshdesk-get-contacts` and `freshdesk-get-tickets` are on the Freshdesk server. `attio-get-record-people` and `attio-get-record-deals` are on the Attio server.
* Read only. Do not call any add, update, upsert, delete, reply or note tool on either server.
**Validation:**
* If the email matches more than one contact or person, list them and stop.
* If the two systems hold different names or job titles for the same email, show both.Who it's for
One answer, three teams that use it
Support agents
Answer with the account in mind
See open deals and their value next to the ticket history, so you know how much is at stake before you reply.
What does sam@contoso.com have open in Freshdesk, and what deals does Contoso have in Attio?
Account executives
Know about support trouble before a call
Recent tickets and escalations show up beside the deal stage, so you are not surprised by a complaint mid conversation.
Before my call with priya@fabrikam.com, show me her Freshdesk tickets from the last 60 days and the Fabrikam deals in Attio.
Customer success managers
Spot accounts where support load is high
A short note compares ticket volume with deal value, so you can see which customers need attention.
Is the support load for tom@northwindtraders.com high compared with Northwind Traders deal value in Attio?
How it works
What PopdockAI does when you ask
You give an email and a ticket window, and your AI assistant gathers the Freshdesk tickets and the Attio deals for that person. It shows both values when the systems disagree.
01
Ask
You give an email and how many days of tickets to include.
02
Tickets
It finds the Freshdesk contact and counts their tickets by status and priority.
03
CRM
It finds the Attio person and lists their company's deals.
04
Report
You see both systems side by side and a note on support load.
What PopdockAI provides
The tools behind the answer
Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.
freshdesk-get-contacts
freshdesk-get-tickets
attio-get-record-people
attio-get-record-deals
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
The whole customer picture from one email
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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