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Find the people on your Chorus calls who are missing from Salesforce
For sales teams who want each outside call participant checked as a Salesforce contact or lead, by asking their AI assistant.
On this page
Connector
Connect Chorus, pick your AI tool and paste the prompt.
The problem
People on your calls are missing from Salesforce
People you meet on Chorus calls are often missing from Salesforce, or sit there as leads nobody connected to the account. Checking means looking up each outside participant as a contact, then again as a lead.
Without PopdockAI
- Copy outside participants from recent calls
- Search Salesforce contacts for each email
- Search leads for anyone not found
- Lose track of who matters most
With PopdockAI
- Outside participants are collected, Chorus users treated as internal
- Each email is checked as a contact, then as a lead
- Unknown people are ranked by calls joined
- It offers to add leads but adds nothing
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** List the external people who took part in Chorus conversations over the last {lookback-days} days (default 7) and show whether each one exists in Salesforce as a contact, a lead or not at all. If {account-name} is given, only look at that account's conversations.
**Step 1: Collect the conversations in Chorus**
Call `chorus-get-engagements` with date.from = today minus the lookback days and max-records = 100. If {account-name} is not empty, also pass account-name.contains = {account-name}.
**Step 2: Collect the external participants in Chorus**
Call `chorus-get-users` with active = true once, and treat every email it returns as internal. For each conversation from Step 1, call `chorus-get-conversation-participants` with its conversation-id. Keep participants whose email is not internal, and de-duplicate them by email, ignoring case.
**Step 3: Look each person up in Salesforce**
For each external email, call `salesforce-get-contact` with email = that address. If no contact comes back, call `salesforce-get-lead` with email = that address.
**Step 4: Report**
1. **Known contacts:** name, email, Salesforce account, and the Chorus company name. Flag rows where the two company names clearly differ.
2. **Known leads:** name, email, company, lead status, converted.
3. **Not in Salesforce:** email, name, title, company, number of conversations and last conversation date, most conversations first.
Finish by offering to add the people in section 3 as leads, but do not add them.
**Rules & Guidelines:**
* `chorus-get-engagements`, `chorus-get-users` and `chorus-get-conversation-participants` are on the Chorus server. `salesforce-get-contact` and `salesforce-get-lead` are on the Salesforce server.
* This is read-only. Do not call `salesforce-add-lead`, `salesforce-add-contact`, `salesforce-update-contact` or `salesforce-update-lead`.
**Validation:**
* Participants with no email cannot be looked up. Count them and list their names separately.
* If no conversations match, say so and stop.Who it's for
One answer, three teams that use it
Account executives
Find stakeholders not in the CRM
People joining your calls who are not in Salesforce are ranked by how many calls they joined.
Which outside people from Contoso calls in the last 30 days are not in Salesforce?
Sales development reps
Spot leads that belong to an account
Participants found only as leads are shown with their status, so they can be connected to the account.
Which Chorus call participants this month exist only as Salesforce leads?
Sales operations
Find company name mismatches
Known contacts whose company name differs are flagged for clean up.
Check Fabrikam call participants from the last 60 days against Salesforce and flag company mismatches.
How it works
What PopdockAI does when you ask
You choose how far back to look and your AI assistant checks call participants against Salesforce. Participants with no email are listed separately.
01
Ask
You choose how far back to look and, optionally, one account.
02
Collect
It gathers outside participants from recent Chorus calls.
03
Check
It looks up each email as a Salesforce contact, then as a lead.
04
Report
You get contacts, leads and people not in Salesforce, ranked by calls.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.
chorus-get-engagements
chorus-get-users
chorus-get-conversation-participants
salesforce-get-contact
salesforce-get-lead
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
Know who is missing from Salesforce, ranked by involvement
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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