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Find paying 2Checkout customers missing from Freshdesk
For operations teams who want 2Checkout customers compared with Freshdesk contacts by email, by asking their AI assistant.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Tickets that arrive with no customer linked
Someone compares a billing export with the Freshdesk contact list by hand. Paying customers missing from support only show up when their tickets arrive unlinked.
Without PopdockAI
- Export customers from 2Checkout
- Export contacts from Freshdesk
- Match the emails in a spreadsheet
- Find the gap when a ticket comes in unlinked
With PopdockAI
- Customers read from 2Checkout, optionally by country or company
- Each email looked up in Freshdesk
- Missing customers and name differences listed with counts
- Gaps reported only, no contact added
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find 2Checkout customers in country `{country-code}` (optional) whose email has no matching Freshdesk contact, up to `{max-customers}` customers (default 50).
**Step 1: Read 2Checkout customers**
Call `2checkout-get-customer` with `max-records` set to `{max-customers}`. If `{company}` is given, pass it as `company`. Keep `customer-reference`, `first-name`, `last-name`, `company`, `email` and `country-code`. If `{country-code}` is given, discard customers with a different `country-code`.
**Step 2: Look each email up in Freshdesk**
For each customer with an email, call `freshdesk-get-contacts` with `email` set to that value and `max-records` 1. A customer with no result is missing from Freshdesk.
**Step 3: Report**
Counts of customers checked, matched and missing. Then a table of the missing customers (name, company, email, `customer-reference`). Where a match exists but the Freshdesk `name` clearly differs from the 2Checkout name, list it under Name mismatches.
**Rules & Guidelines:**
* `freshdesk-*` tools belong to the Freshdesk server; `2checkout-*` tools belong to the 2Checkout server. Both servers must be connected.
* The shared key across the two systems is the customer email address. Compare emails case-insensitively and trim spaces.
* Read-only. Do not call `freshdesk-add-contact` or `freshdesk-update-contact`; only report the gaps.
**Validation:**
* If the customer list is empty, say so and stop.
* If emails are blank, list those customers as unmatchable.Who it's for
One answer, three teams that use it
Support operations
Close gaps before tickets arrive
Add missing paying customers to Freshdesk ahead of time so their tickets link correctly.
Which 2Checkout customers are not Freshdesk contacts? Check the first 100.
Support team leads
See which key accounts support cannot see
Filter to one company to check that all their paying users are known to support.
Are all of Contoso's 2Checkout customers set up as Freshdesk contacts?
Data stewards
Spot name differences between systems
Matches where the Freshdesk name differs are listed so you can correct them.
List 2Checkout customers in France whose Freshdesk contact name does not match.
How it works
What PopdockAI does when you ask
You set how many customers to check and your AI assistant looks each one up in Freshdesk. It reports the gaps and changes nothing.
01
Ask
You set how many customers to check and optionally a country or company.
02
Read
It reads the 2Checkout customers and their emails.
03
Match
It looks each email up in Freshdesk.
04
Report
You get counts, the missing customers and any name differences.
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-customer
freshdesk-get-contacts
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 paying customer known to support
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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