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Assign expiring 2Checkout renewals to the right HubSpot owner
For sales and account teams who ask their AI assistant which expiring 2Checkout subscriptions have a HubSpot owner and open deals.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Expiring renewals with nobody following up
Account managers export expiring subscriptions from billing, then look up each customer's owner and open deals in HubSpot by hand. Customers with no CRM contact slip through and their renewals go unworked.
Without PopdockAI
- Export expiring subscriptions from 2Checkout
- Look up each contact and owner in HubSpot
- Check the company for open deals
- Lose renewals for customers with no contact
With PopdockAI
- Subscriptions expiring in your window read from 2Checkout
- HubSpot contact, owner and stage found by email
- Open deals on the company added
- Unowned subscriptions listed separately, 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:** Find 2Checkout subscriptions that expire between `{from-date}` and `{to-date}` (dates as yyyy-mm-dd) and show, for each, who owns the customer in HubSpot and whether a deal is already open, so renewals can be assigned.
**Step 1: Read expiring subscriptions from 2Checkout**
Call `2checkout-get-subscription` with `expiration-date.from` set to `{from-date}`, `expiration-date.to` set to `{to-date}` and `max-records` set to `{max-records}` (25 if empty). Keep `subscription-reference`, `product-name`, `status`, `expiration-date` and `end-user-email`. Skip subscriptions with no email and count them.
**Step 2: Find the owner and open deals in HubSpot**
For each distinct `end-user-email`, call `hubspot-get-contacts` with `email` set to it. Keep `record-id`, `company-id`, `contact-owner` and `lifecycle-stage`. If a company id is present, call `hubspot-get-deals` with `company-id` set to it and keep `deal-name`, `deal-stage-name`, `amount` and `close-date`. If no contact comes back, mark the subscription as having no CRM owner.
**Step 3: Report**
Give a table sorted by `expiration-date`: customer email, product, expiry, HubSpot owner, lifecycle stage and open deals. Then list the subscriptions with no CRM owner separately, because nobody is following up on them.
**Rules & Guidelines:**
* Tools whose names start with 2checkout belong to the 2checkout server and tools whose names start with hubspot belong to the HubSpot server. Both servers must be connected.
* The shared key is the email address: 2checkout `email` / `end-user-email` against HubSpot `email`. Compare emails case-insensitively after trimming spaces.
* This is read-only. Never call any 2checkout action tool (any 2checkout tool that adds, updates, cancels, refunds, enables, disables, renews or extends) and never call `hubspot-add-contact`, `hubspot-update-contact`, `hubspot-add-company`, `hubspot-update-company`, `hubspot-add-deal`, `hubspot-update-deal`, `hubspot-add-deal-note`, `hubspot-add-contact-note`, `hubspot-add-company-note`, `hubspot-add-ticket`, `hubspot-update-ticket` or `hubspot-add-ticket-note`.
**Validation:**
* If either date is missing or not a valid date, ask for it and stop.
* If no subscription expires in the window, say so and stop.
* Do not guess an owner when several contacts share an email; list them.Who it's for
One answer, three teams that use it
Sales managers
Assign renewals to the right rep
See every expiring subscription with its HubSpot owner, and the ones nobody owns.
Which 2Checkout subscriptions expire in December 2026, and who owns each customer in HubSpot?
Account managers
See your renewals and open deals together
Know which of your customers expire soon and whether a deal is already open.
List 2Checkout renewals due in the next 60 days with any open HubSpot deals.
Revenue operations
Find renewals with no CRM owner
Subscriptions with no HubSpot owner are listed apart so they can be routed.
Which 2Checkout subscriptions expiring this quarter have no HubSpot owner?
How it works
What PopdockAI does when you ask
You give a date window and your AI assistant matches each expiring subscription to its HubSpot owner. It lists contacts that share an email rather than guessing.
01
Ask
You give a start date and an end date for the expiry window.
02
Read
It lists 2Checkout subscriptions expiring in that window with the subscriber email.
03
Match
It finds each HubSpot contact by email, with owner, lifecycle stage and open deals.
04
Report
It shows a table by expiry date and lists subscriptions with no CRM owner.
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
hubspot-get-contacts
hubspot-get-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
Every expiring renewal has an owner, or a flag
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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