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Find new BigCommerce customers missing from Dynamics 365 Sales
For sales teams who want new store customers to reach the pipeline, by asking their AI assistant to check Dynamics 365 Sales.
On this page
Connector
Connect BigCommerce, pick your AI tool and paste the prompt.
The problem
Shoppers never reach the sales pipeline
Someone exports new BigCommerce customers and searches Dynamics 365 Sales for each one, first as a contact and then as a lead. It is slow, so shoppers who never reached the pipeline are easy to miss.
Without PopdockAI
- Export new customers from BigCommerce
- Search Dynamics 365 Sales contacts for each email
- Search leads for the ones not found
- Keep a tally by hand
With PopdockAI
- New customers since your date are read, up to your limit
- Each email is checked in contacts, then in leads
- Customers are classed as contact found, lead only or missing
- Counts are given, and nothing is 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 BigCommerce customers created since `{created-since}` (a date, default the last 30 days) that have no Dynamics 365 contact, checking at most `{max-customers}` customers (default 25).
**Step 1: List new BigCommerce customers**
Call `bigcommerce-get-customer` (BigCommerce server) with `date-created.from` set to `{created-since}` and `max-records` set to `{max-customers}`.
**Step 2: Check each one in Dynamics 365**
For each customer, call `dynamics-365-sales-get-contacts` (Dynamics 365 server) with `email` set to the customer email. If no contact comes back, also call `dynamics-365-sales-get-leads` with `email` set to the same value. Classify each customer as Contact found, Lead only, or Missing.
**Step 3: Report**
Table of customers: name, email, company, date created, and classification. End with counts per classification.
**Rules & Guidelines:**
* `bigcommerce-get-customer` is on the BigCommerce server; `dynamics-365-sales-get-contacts` and `dynamics-365-sales-get-leads` are on the Dynamics 365 Sales server.
* Read only. Do not call `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-lead` or any other write tool; this prompt only reports the gap.
**Validation:**
* Compare emails case-insensitively.
* If BigCommerce returns no customers in the window, say so and stop.Who it's for
One answer, three teams that use it
Sales reps
Find new buyers to contact
Customers missing from the CRM are people no one has reached yet.
Which BigCommerce customers from the last 14 days are not in Dynamics 365 Sales?
Sales managers
See how many buyers are only leads
Lead only customers show buyers who were never converted to contacts.
How many new BigCommerce customers this month are only leads in Dynamics 365 Sales?
CRM administrators
Check the store to CRM sync
Counts of contact found, lead only and missing show whether new customers are flowing in.
Check the last 50 BigCommerce customers against Dynamics 365 Sales contacts and leads.
How it works
What PopdockAI does when you ask
You give a start date and a limit, and your AI assistant checks new BigCommerce customers against Dynamics 365 Sales contacts and leads. Emails are compared regardless of case.
01
Ask
You give a start date and how many customers to check.
02
List
It reads new BigCommerce customers created since that date.
03
Check
It looks each email up in Dynamics 365 Sales contacts, then in leads if no contact is found.
04
Report
It shows each customer as contact found, lead only or missing, with counts.
What PopdockAI provides
The tools behind the answer
Ready made tools for BigCommerce and one secure connection to your AI tool. No code, no exports.
bigcommerce-get-customer
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
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
New customers the sales team has not seen yet
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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