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Close the gaps in HubSpot activity from your Chorus calls
For sales managers who want to see which recorded calls and meetings were never logged in HubSpot, by asking their AI assistant.
On this page
Connector
Connect Chorus, pick your AI tool and paste the prompt.
The problem
HubSpot activity history looks thinner than it is
Reps hold calls and meetings recorded in Chorus but forget to log them in HubSpot, so account history looks thinner than it is. Finding the gaps means comparing each conversation with the company's activity by hand.
Without PopdockAI
- List recent Chorus conversations
- Find each account's HubSpot company
- Search for a call or meeting near the same date
- Audit calendars rep by rep
With PopdockAI
- Each conversation's account is matched to a HubSpot company
- Calls and meetings around the same date are checked
- Unlogged conversations and missing accounts are listed
- Likely matches are flagged and nothing is written
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Chorus conversations from the last {lookback-days} days (default 7) that were never logged in HubSpot. If {user-email} is given, only check that rep's conversations.
**Step 1: List the conversations in Chorus**
Call `chorus-get-engagements` with date.from = today minus the lookback days and user-email = {user-email} if it was given. If more than 50 come back, keep the 50 most recent and say how many were left out. If none come back, say so and stop.
**Step 2: Find each account in HubSpot**
For each distinct account-name, call `hubspot-get-companies` with company-name = that name, then company-name.contains with its distinctive part if nothing matched. Keep the record-id. An account with no match goes in the report as "Not in HubSpot"; do not check its conversations further.
**Step 3: Look for a logged activity**
For each conversation on a matched company, take a window from the day before the conversation date to the day after, and:
* call `hubspot-get-calls` with company-id = the record-id and activity-date.from / activity-date.to = that window;
* call `hubspot-get-meetings` with company-id = the record-id and meeting-start-time.from / meeting-start-time.to = that window.
The conversation is **logged** if either returns a record whose title or name resembles the Chorus subject, or any record at all when the company had only one Chorus conversation that day. Otherwise it is **unlogged**.
**Step 4: Report**
1. **Unlogged:** a table of date, rep, account, subject and conversation type, with the conversation-id so it can be logged later.
2. **Not in HubSpot:** the account names with no HubSpot company, and how many conversations each had.
3. **Totals:** conversations checked, logged, unlogged and unmatched.
**Rules & Guidelines:**
* `chorus-get-engagements` is on the Chorus server. `hubspot-get-companies`, `hubspot-get-calls` and `hubspot-get-meetings` are on the HubSpot server.
* This is read-only. Do not call any HubSpot write tool (`hubspot-add-contact`, `hubspot-update-contact`, `hubspot-add-company`, `hubspot-update-company`, `hubspot-add-deal`, `hubspot-update-deal`, `hubspot-add-deal-note`, `hubspot-add-company-note`, `hubspot-add-contact-note`, `hubspot-add-ticket`, `hubspot-update-ticket`, `hubspot-add-ticket-note`) or any Chorus write tool (`chorus-add-moment`, `chorus-update-moment`, `chorus-add-playlist-moment`, `chorus-update-playlist-moment`, `chorus-create-playlist`, `chorus-update-playlist`, `chorus-export-recordings`, `chorus-export-scorecards`).
* To log one of the results, the user can run the log-conversation-to-hubspot prompt with its conversation-id.
**Validation:**
* Chorus dates and HubSpot activity dates may be in different time zones; that is why the window spans a day either side. Do not narrow it.
* If HubSpot returns an activity in the window whose title is unrelated to the Chorus subject, count the conversation as logged but list it under "Possible matches, please check".Who it's for
One answer, three teams that use it
Sales managers
See unlogged calls across the team
Totals and a list of unlogged conversations replace a calendar audit.
Which Chorus calls from the last 14 days were never logged in HubSpot?
Account executives
Catch up on your own logging
Limit it to yourself to get the calls you still need to log.
Which of my Chorus meetings this month are missing from HubSpot? I am priya@contoso.com.
Revenue operations
Find accounts missing from HubSpot
Accounts in Chorus with no HubSpot company are listed separately.
Which accounts from Chorus conversations this quarter have no company in HubSpot?
How it works
What PopdockAI does when you ask
You set a lookback period and your AI assistant finds Chorus conversations missing from HubSpot. Each one can be logged later with the matching log prompt.
01
Ask
You set a lookback period, and optionally one rep.
02
Match
It matches each conversation's account to a HubSpot company.
03
Check
It looks for a call or meeting logged around the same date.
04
Report
You get unlogged conversations, accounts not in HubSpot and likely matches.
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
hubspot-get-companies
hubspot-get-calls
hubspot-get-meetings
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
Close the gaps in HubSpot activity history
Related use cases
More ways to put this data to work
Add Chorus call attendees as HubSpot contacts
Ask your AI to find the people who joined an account's Chorus calls but are not HubSpot contacts, then create only the ones you choose and read each one back.
Learn More
Log a Chorus conversation as a HubSpot note
Ask your AI to log a Chorus call in HubSpot and it finds the deal or company, checks it was not logged already and adds one note after you confirm.
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Chorus conversation context for a HubSpot ticket
Ask your AI for the conversation context of a HubSpot ticket and it pulls the company's Chorus calls and emails around the ticket dates, without changing anything.
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Add a Chorus call summary to a Zendesk ticket
Ask your AI to add a Chorus call summary to a Zendesk ticket and it checks both belong to the same customer, drafts a private note and adds it only after you confirm.
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Add Chorus call attendees as Dynamics 365 Sales contacts
Ask your AI to add the customer people from an account's Chorus calls to Dynamics 365 Sales and it checks contacts and leads first, then creates only the people you choose.
Learn More
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