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See which open deals have unresolved support tickets
For sales teams who ask their AI assistant which open OnePageCRM deals have open Freshdesk tickets.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
At risk deals are found too late
Before a deal closes a rep wants to know if the customer has support trouble. That means opening each deal in OnePageCRM, finding the contact email and searching Freshdesk, so at risk deals are spotted late if at all.
Without PopdockAI
- Open each open deal in OnePageCRM
- Find the contact and copy their email
- Search Freshdesk for unresolved tickets
- Repeat for every deal, or skip it
With PopdockAI
- Open deals are read and each contact email is found
- Freshdesk is checked for that person's unresolved tickets
- Deals with open tickets are ranked by amount
- Matching is on email only 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:** For up to `{max-deals}` open deals (default 25) in stage `{deal-stage}` (blank means any stage), find which deal contacts currently have open support tickets in Freshdesk.
**Step 1: Open deals (onepagecrm server)**
Call `onepagecrm-get-deal` with `status` set to pending (open) and `stage` set to `{deal-stage}` when it is not blank, and `max-records` set to `{max-deals}`. Keep name, amount, stage, expected-close-date and contact-id.
**Step 2: Contact emails (onepagecrm server)**
For each distinct contact-id call `onepagecrm-get-contact` with `id` set to it. Keep the email. If a contact has no email, list the deal under "no email to match" and move on.
**Step 3: Tickets (freshdesk server)**
For each email call `freshdesk-get-tickets` with `requester-email` set to it. Keep only tickets whose status is not resolved or closed.
**Step 4: Report**
A table of deals that have open tickets: deal name, amount, stage, expected-close-date, contact, open ticket count, highest priority, any escalated. Sort by amount, largest first. Then list the deals with no open tickets by name only, and the deals with no email.
**Rules & Guidelines:**
* OnePageCRM tools are on the onepagecrm server. Freshdesk tools are on the freshdesk server.
* Match on email, case-insensitively.
* Both servers are used read-only here. Do NOT call any add, update, delete or reply tool on either server, including `freshdesk-add-ticket-note`, `freshdesk-reply-to-ticket`, `onepagecrm-add-note` or `onepagecrm-update-contact`.
**Validation:**
* If there are no open deals, say so and stop.
* If a deal's contact has no Freshdesk tickets at all, that is normal; count it as zero.Who it's for
One answer, three teams that use it
Sales reps
Know about support issues before you close
See which of your deals have open tickets, their priority and any escalation, so you can raise them on the next call.
Do any of my open OnePageCRM deals have unresolved Freshdesk tickets? Check 15 deals.
Sales managers
Protect the largest deals in the pipeline
Deals are ranked by amount, so you can see where open support tickets put the most revenue at risk.
Which open OnePageCRM deals in the Negotiation stage have escalated Freshdesk tickets, biggest first?
Support managers
Prioritise tickets tied to live deals
Knowing which tickets sit on open deals helps you decide what to resolve first this week.
List open Freshdesk tickets for contacts on open OnePageCRM deals, with the deal amount for each.
How it works
What PopdockAI does when you ask
You pick a stage or all open deals, and your AI assistant checks each deal contact for open Freshdesk tickets. It ranks the results by deal amount and changes nothing.
01
Ask
You name a deal stage, or leave it blank for any, and how many deals to check.
02
Read deals
It lists open OnePageCRM deals and finds each contact's email.
03
Check tickets
It looks up each email in Freshdesk and keeps unresolved tickets.
04
Report
You get deals ranked by amount with ticket counts, priority and escalations.
What PopdockAI provides
The tools behind the answer
Ready made tools for Freshdesk and one secure connection to your AI tool. No code, no exports.
onepagecrm-get-deal
onepagecrm-get-contact
freshdesk-get-tickets
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
Your biggest deals with support trouble, first
Related use cases
More ways to put this data to work
Freshdesk and OnePageCRM customer deal context
Ask your AI about a customer email and it joins Freshdesk tickets to the OnePageCRM contact and deals, flagging name mismatches and ending with a health line.
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Show Freshdesk escalations with OnePageCRM deals
Ask your AI to show escalated Freshdesk tickets with each customer's open OnePageCRM deals, ranked by amount. Read-only on both systems.
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Find Freshdesk contacts missing from OnePageCRM
Ask your AI which recent Freshdesk contacts are missing from OnePageCRM. It matches on email, flags duplicates and missing emails, and creates nothing.
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Reconcile Freshdesk and OnePageCRM companies
Ask your AI to pair Freshdesk and OnePageCRM companies by name and domain, with support and CRM facts side by side and renewal flags. Read-only.
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Audit Freshdesk contact and company data
Ask your AI to audit Freshdesk contacts and companies and get counts and examples of duplicates, unlinked contacts and missing fields, with a clean-up order. Nothing is changed.
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