Connectors

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2Checkout

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Find 2Checkout expiring subscriptions with HubSpot owners
Report
Cross-Connector

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.

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Find 2Checkout expiring subscriptions with HubSpot owners
Show me 2Checkout subscriptions expiring between 1 and 30 November 2026, with who owns each customer in HubSpot and any open deals.
9 subscriptions expire in November; 7 have a HubSpot owner. - SUB-1042, ana@northwindtraders.com, expires 14 Nov, owner Sam Patel, stage Customer, 1 open deal - SUB-1051, lee@contoso.example, expires 19 Nov, owner Priya Nair, stage Customer, no open deals - No CRM owner: 2 subscriptions, plus 1 skipped for no email Want the 2 unowned subscriptions listed with their products?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-subscription
hubspot-get-contacts
hubspot-get-deals

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Read

It lists 2Checkout subscriptions expiring in that window with the subscriber email.

2checkout-get-subscription

03

Match

It finds each HubSpot contact by email, with owner, lifecycle stage and open deals.

hubspot-get-contacts
hubspot-get-deals

04

Report

It shows a table by expiry date and lists subscriptions with no CRM owner.

Your AI tool

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.

get-data

2checkout-get-subscription

Returns subscriptions records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

hubspot-get-contacts

Returns contact records from HubSpot CRM, with email, phone, company, lifecycle stage, lead status, owner and location from the HubSpot connector. Filter by company id, state region, contact owner, email, last name, create date, company name, record id, lifecycle stage, lead status.
get-data

hubspot-get-deals

Returns deals from HubSpot CRM, with amount, stage, pipeline, close date, owner and associated company and contact from the HubSpot connector. Filter by pipeline name, close date, deal stage name, deal type, record id, company id, deal name, amount, deal owner.
Read only.Nothing in 2Checkout 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

Every expiring renewal has an owner, or a flag

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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