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Find closing HubSpot deals with no recent Chorus calls
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Cross-Connector

Find closing HubSpot deals nobody is talking to

For sales leaders who want deals due to close checked against recent customer conversations in Chorus, by asking their AI assistant.

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Find closing HubSpot deals with no recent Chorus calls
Which HubSpot deals closing in the next 30 days have had no Chorus call in the last two weeks?
4 of 18 deals closing in 30 days are silent, worth 186,000 USD. - Silent: Fabrikam expansion, 90,000, closes 21 October - Silent: Contoso platform, 54,000, closes 30 October - Account-only: Northwind Traders, last call 2 October about support - Covered: 12 deals with recent conversations Want the full list by owner?
HubSpot
Sample figures. Your results come from your own account.
hubspot-get-deals
hubspot-get-companies
chorus-get-engagements

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

HubSpot

HubSpot
Run it on your own HubSpot data.

Connect HubSpot, pick your AI tool and paste the prompt.

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The problem

Closing deals with no recent conversation are a hidden forecast risk

A deal due to close with no recent customer conversation is a forecast risk, but spotting it means checking every closing deal against call recordings. Most teams only find out when the deal slips.

Without PopdockAI

  • List the deals closing this month
  • Search Chorus for calls with each company
  • Compare call dates with the close date
  • Learn about the risk when the deal slips

With PopdockAI

  • Open deals closing in your window are read with their companies
  • Chorus is checked for recent conversations with each
  • Deals are marked silent, account only or covered
  • The value at risk is totalled 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.

Prompt
**Objective:** Find open HubSpot deals with a close date in the next {days-to-close} days (default 30) that have had no Chorus conversation in the last {quiet-days} days (default 14). If {deal-owner} is given, only look at that owner's deals.

**Step 1: List the closing deals in HubSpot**

Call `hubspot-get-deals` with close-date.from = today, close-date.to = today plus the days-to-close, and deal-owner = {deal-owner} if it was given (it is a HubSpot owner id). Drop any deal whose deal-stage-name is a closed stage (such as Closed won or Closed lost). If more than 25 deals remain, keep the 25 with the highest amount and say how many were left out. If none remain, say so and stop.

**Step 2: Resolve each deal's company**

For each distinct company-id, call `hubspot-get-companies` with record-id = that company-id and keep the company-name.

**Step 3: Check Chorus for each company**

For each company, call `chorus-get-engagements` with account-name = the company-name and date.from = today minus the quiet days. If nothing comes back, retry once with account-name.contains using the distinctive part of the name. A deal is **covered** if any returned conversation's opportunity-name matches its deal-name; **account-only** if the company had conversations but none named this deal; **silent** if the company had none.

**Step 4: Report**

A table of deal name, company, stage, amount, close date, owner and coverage (Silent, Account-only, Covered), sorted Silent first, then by close date. Below it, the total amount of Silent deals, and for each Account-only deal the date and subject of its company's latest conversation.

**Rules & Guidelines:**

* `hubspot-get-deals` and `hubspot-get-companies` are on the HubSpot server. `chorus-get-engagements` is on the Chorus 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`).

**Validation:**

* A deal with no company-id cannot be checked in Chorus. List it under "Deals with no company" rather than calling it silent.
* If Chorus returns nothing for every company, say that Chorus may not be recording this team's calls, rather than reporting every deal as silent without comment.

Who it's for

One answer, three teams that use it

Sales managers

Find forecast risk before the call

See which closing deals have had no recent customer conversation, and the value at stake.

Which HubSpot deals closing this quarter have had no Chorus call in the last 3 weeks?

Account executives

Check your own closing deals

Make sure every deal you expect to close has a recent conversation behind it.

Are any of my HubSpot deals closing in the next 30 days missing a Chorus call in the past 14 days?

Revenue leaders

Know how much pipeline is silent

Get the total value of closing deals nobody is talking to, for a sharper forecast discussion.

What is the total value of HubSpot deals closing this month with no Chorus conversation in 10 days?

How it works

What PopdockAI does when you ask

You set the window and how long counts as quiet, and your AI assistant checks each closing HubSpot deal in Chorus. You get silent deals first, and nothing is changed.

01

Ask

You set how far ahead to look, how long counts as quiet, and optionally an owner.

Your AI tool

02

Read

It reads open HubSpot deals closing in that window and their companies.

hubspot-get-deals
hubspot-get-companies

03

Check

It looks in Chorus for recent conversations with each company.

chorus-get-engagements

04

Report

You get silent deals first with the total value at risk, changing nothing.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for HubSpot and one secure connection to your AI tool. No code, no exports.

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.
get-data

hubspot-get-companies

Returns company records from HubSpot CRM, with domain, industry, lifecycle stage, owner, location and revenue from the HubSpot connector. Filter by record id, company domain name, industry, lifecycle stage, annual revenue, state region, company owner, company name, create date, country region.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
Read only.Nothing in HubSpot 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

Find quiet deals while there is time to act

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Related use cases

More ways to put this data to work

All Ramp use cases

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