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Freshdesk

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Freshdesk and Constant Contact customer profile
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Cross-Connector

One customer profile from Freshdesk and Constant Contact

For support agents who want tickets and email marketing activity for one customer, just by asking their AI assistant.

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Freshdesk and Constant Contact customer profile
Build a profile for dana@northwindtraders.com from Freshdesk and Constant Contact for the last 90 days.
Dana Whitfield has 4 tickets and steady email engagement, with a possible link to the October campaign. - Support: 4 tickets, 1 open (billing question, medium priority) - Ratings: one rating of 4 out of 5 - Constant Contact: permission to send is explicit, on 2 lists - Activity: 6 opens and 2 clicks in 90 days Want the full list of tickets and campaign activity?
Freshdesk
Sample figures. Your results come from your own account.
freshdesk-get-contacts
freshdesk-get-tickets
freshdesk-get-satisfaction-ratings
constant-contact-get-contact
constant-contact-get-contact-list-member
constant-contact-get-contact-activity

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Freshdesk

Freshdesk
Run it on your own Freshdesk data.

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

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The problem

Campaign effects on support hide between two screens

To see what a customer has been emailed and how their support history looks, an agent searches Freshdesk, then Constant Contact, and compares by eye. A link between a campaign and a run of tickets is easy to miss.

Without PopdockAI

  • Search Freshdesk for the contact, tickets and ratings
  • Search Constant Contact for the same email
  • Check lists, permission and recent email activity
  • Guess whether a campaign set off the tickets

With PopdockAI

  • The Freshdesk contact, tickets and ratings are read together
  • The same email is found in Constant Contact, ignoring case
  • Lists, permission and recent activity sit beside the tickets
  • A missing side is stated, 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:** Build a single profile for the customer with email `{email}`, combining support history from Freshdesk and email marketing engagement from Constant Contact. Look back `{lookback-days}` days (default 90).

**Step 1: Find the support side (Freshdesk server)**

Call `freshdesk-get-contacts` with `email` set to `{email}`. If no contact comes back, say so and carry on with Step 2 only. Then call `freshdesk-get-tickets` with `requester-email` set to `{email}` and `created-at.from` set to the start of the lookback window. Call `freshdesk-get-satisfaction-ratings` with `user-id` set to the Freshdesk `contact-id`, if one was found.

**Step 2: Find the marketing side (Constant Contact server)**

Call `constant-contact-get-contact` with `email-address` set to `{email}`. If it returns nothing, report the customer as present in Freshdesk and absent from Constant Contact. Otherwise take its `contact-id` and call `constant-contact-get-contact-list-member` with `contact-id` to list their lists, and `constant-contact-get-contact-activity` with `contact-id` and `created-date.from` set to the start of the lookback window.

**Step 3: Report**

Show: name, company, tags; ticket count with the most recent subjects, statuses and priorities; any satisfaction ratings; Constant Contact `permission-to-send`; the lists they belong to; and their recent marketing activity by type. End with one sentence noting whether support trouble and marketing engagement look related (for example, a spike of tickets after a campaign).

**Rules & Guidelines:**

* `freshdesk-get-contacts`, `freshdesk-get-tickets` and `freshdesk-get-satisfaction-ratings` are on the Freshdesk server. `constant-contact-get-contact`, `constant-contact-get-contact-list-member` and `constant-contact-get-contact-activity` are on the Constant Contact server.
* This is read-only. Do not call any add, update, delete or reply tool on either server.

**Validation:**

* Match on email, case-insensitive. If the two systems hold different names for the same email, show both.
* If either side returns nothing, say which and still report the other side.

Who it's for

One answer, three teams that use it

Support agents

Know what the customer has been sent

See recent email activity and lists beside the tickets, so you can tell when a complaint follows a campaign.

What has priya@contoso.com raised in Freshdesk lately, and which Constant Contact emails has she received?

Email marketers

See if a campaign is creating tickets

A closing line says whether support trouble and marketing engagement look related, so you can review the send.

Did tom@fabrikam.com open any Constant Contact emails before raising his Freshdesk tickets this month?

Customer success managers

Check a contact before you reach out

Ratings, open tickets and list membership come together, so your outreach fits how the customer feels right now.

Give me a Freshdesk and Constant Contact profile for sam@northwindtraders.com over the last 60 days.

How it works

What PopdockAI does when you ask

You give an email and a period, and your AI assistant builds one profile from Freshdesk and Constant Contact. Differing names are shown side by side rather than merged.

01

Ask

You give a customer email and how many days to look back.

Your AI tool

02

Support

It reads the Freshdesk contact, tickets and satisfaction ratings.

freshdesk-get-contacts
freshdesk-get-tickets
freshdesk-get-satisfaction-ratings

03

Marketing

It finds the same email in Constant Contact with its lists and recent activity.

constant-contact-get-contact
constant-contact-get-contact-list-member
constant-contact-get-contact-activity

04

Report

It shows both sides and notes whether tickets and campaigns look related.

Your AI tool

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.

get-data

freshdesk-get-contacts

Returns contacts from Freshdesk, with filters on the fields that matter. Read-only.
get-data

freshdesk-get-tickets

Returns tickets from Freshdesk, with filters on the fields that matter. Read-only.
get-data

freshdesk-get-satisfaction-ratings

Returns satisfaction ratings from Freshdesk, with filters on the fields that matter. Read-only.
get-data

constant-contact-get-contact

Returns Constant Contact contacts with their name, email, company, job title, phone, location, tags and email permission. Filter by email address or domain, last name, company, state, permission and created date.
get-data

constant-contact-get-contact-list-member

Returns the members of Constant Contact contact lists with their email permission. Filter by list name or ID, contact, email address and permission.
get-data

constant-contact-get-contact-activity

Returns a Constant Contact contact's email activity timeline, such as opens, clicks and bounces. Filter by contact, email address, campaign activity, activity type and date.
Read only.Nothing in Freshdesk 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

Support and email engagement in one profile

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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