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Find 2Checkout subscribers with no Dynamics 365 Sales contact
For sales teams who ask their AI assistant which expiring 2Checkout subscribers are missing from Dynamics 365 Sales.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Subscribers nobody ever calls
Teams export subscribers from billing and search Dynamics 365 Sales one email at a time to see who is not tracked. With dozens of subscribers it is tedious, and the untracked ones are never called.
Without PopdockAI
- Export subscriptions from 2Checkout
- Remove duplicate emails
- Search Dynamics 365 Sales for each contact
- Lose track of the subscribers nobody owns
With PopdockAI
- Subscriptions read for your status and window
- Up to 50 distinct emails checked as contacts
- Missing subscribers listed with product and expiry
- Found ones shown with parent customer, nothing created
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** List 2Checkout subscriptions with status `{status}` (default ACTIVE) that expire within the next `{days}` days (default 90) and flag every end-user email that has no contact in Dynamics 365 Sales.
**Step 1: Read subscriptions from 2Checkout**
Call `2checkout-get-subscription` with `status` set to the status (ACTIVE if empty) and `expiration-date.to` set to today plus the number of days. Keep `subscription-reference`, `end-user-email`, `product-name`, `expiration-date`, `customer-reference`. Group rows by distinct `end-user-email`. If there are more than 50 distinct emails, handle the first 50 and say so.
**Step 2: Check each email in Dynamics 365 Sales**
For each distinct email call `dynamics-365-sales-get-contacts` with `email` set to it. Record whether a contact exists and its `parent-customer`.
**Step 3: Report**
Give two lists: subscribers with no contact (email, subscription-reference, product-name, expiration-date) and subscribers found (email, parent-customer). End with counts of distinct emails checked, found and missing.
**Rules & Guidelines:**
* `2checkout-*` tools are on the 2checkout server; `dynamics-365-sales-*` tools are on the Dynamics 365 Sales server. Both servers must be connected.
* This prompt is read-only. Do NOT call any create, update, add, delete or other write tool on either server, including `dynamics-365-sales-create-account`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-case`, `dynamics-365-sales-create-note`, `dynamics-365-sales-create-task`, `2checkout-customer-add` and `2checkout-subscription-update`.
* Skip rows with an empty `end-user-email` and list them separately.
**Validation:**
* If 2Checkout returns no subscriptions, report that and stop.
* Compare emails case-insensitively.
Who it's for
One answer, three teams that use it
Account executives
Find paying customers you have never met
Subscribers with no contact in the CRM are opportunities nobody is working.
Which 2Checkout subscribers expiring in 60 days are not contacts in Dynamics 365 Sales?
Sales operations
Add missing subscribers deliberately
Get the gaps with subscription, product and expiry so they can be added with care.
List active 2Checkout subscribers with no Dynamics 365 Sales contact.
Customer success managers
See which account each subscriber belongs to
Found subscribers come back with their parent customer for context.
For 2Checkout subscribers expiring this quarter, show their Dynamics 365 Sales parent account.
How it works
What PopdockAI does when you ask
You give an optional status and a window, and your AI assistant checks each subscriber email in Dynamics 365 Sales. It says so when there are more than 50.
01
Ask
You give an optional status and a number of days to look ahead.
02
Read
It lists matching 2Checkout subscriptions and groups them by distinct subscriber email.
03
Check
It looks up each email, up to 50, as a Dynamics 365 Sales contact.
04
Report
It lists subscribers with no contact, those found with their parent customer, and counts.
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
microsoft-dynamics-365-sales-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
Untracked subscribers brought into view
Related use cases
More ways to put this data to work
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One prompt template with infinite possibilities.
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