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See support and Drip campaigns for one customer
For support agents who want Freshdesk tickets and Drip subscriber status side by side, just by asking their AI assistant about an email.
On this page
Connector
Connect Freshdesk, pick your AI tool and paste the prompt.
The problem
Unhappy customers stay in active campaigns
Looking up a customer in Freshdesk and then in Drip means two searches and two sets of notes. Agents miss that an unhappy customer is still in active campaigns, or that the name and company differ between records.
Without PopdockAI
- Search Freshdesk for tickets and ratings
- Search Drip for the same subscriber
- Read tags and campaigns one by one
- Miss the unhappy customer still being mailed
With PopdockAI
- Open tickets and low ratings are read from Freshdesk
- The Drip subscriber, tags and campaigns are listed
- Tension between the two is called out
- Matching is on email only 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.
**Objective:** Build a single view of `{email}` across Freshdesk and Drip, using Drip account `{drip-account}`.
**Step 1: Find the Freshdesk contact**
Call `freshdesk-get-contacts` (Freshdesk) with `email` set to `{email}`. If no contact is found, say so and continue with Drip only. Note `contact-id`, `company-id`, `name` and `csat-rating`.
**Step 2: Pull support history**
Call `freshdesk-get-tickets` (Freshdesk) with `requester-email` set to `{email}`. Then call `freshdesk-get-satisfaction-ratings` (Freshdesk) with `user-id` set to the contact's `contact-id`. Count open tickets, note the most recent ticket and any rating of 1 or 2 with its `feedback`.
**Step 3: Find the Drip subscriber**
Call `drip-get-subscriber` (Drip) with `email` set to `{email}` and `company` set to `{drip-account}`. If found, call `drip-get-campaign-subscriber` (Drip) with `email` and `company` to list the campaigns they are in with `campaign-status`. If nothing is found, report the person as in Freshdesk and absent from Drip.
**Step 4: Report**
Show: identity (name, company), support (ticket counts by status, latest ticket, ratings), marketing (subscriber `status`, `lead-score`, `lifetime-value`, tags, campaigns), then one line flagging any tension, such as an unhappy customer still receiving active campaigns.
**Rules & Guidelines:**
* Freshdesk tools (freshdesk-*) read the help desk; Drip tools (drip-*) read the email marketing account. Both servers must be connected.
* Read-only: never call any Freshdesk action (`freshdesk-add-ticket`, `freshdesk-update-ticket`, `freshdesk-add-ticket-note`, `freshdesk-reply-to-ticket`, `freshdesk-update-contact`, `freshdesk-delete-contact`) or any Drip action (`drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-remove-subscriber-tag`, `drip-unsubscribe-subscriber`, `drip-add-subscriber-to-campaign`, `drip-remove-subscriber-from-campaign`, `drip-remove-subscriber-from-all-campaigns`).
* Match people on email address, case-insensitive. Do not guess matches on name alone.
**Validation:**
* If the email matches more than one Freshdesk contact, list them and stop.
* If a name or company differs between the systems, show both values rather than choosing one.Who it's for
One answer, three teams that use it
Support agents
See the campaigns behind a frustrated reply
Know which Drip campaigns are reaching a customer with low ratings, so you can flag them to marketing in the same moment.
Is jo@contoso.com still in any Drip campaigns? She gave us a low Freshdesk rating last week.
Lifecycle marketers
Check a subscriber before a nurture step
Lead score, lifetime value and tags sit beside open tickets, so you can decide if this person should keep receiving the sequence.
Show me the Drip subscriber and Freshdesk support history for ali@fabrikam.com.
Customer success managers
Spot mismatched names and companies
Differences between the Freshdesk and Drip records are shown, so you know which record to trust before a call.
Compare the Freshdesk and Drip records for sam@northwindtraders.com and tell me if anything looks off.
How it works
What PopdockAI does when you ask
You give an email and your Drip account, and your AI assistant puts the support record next to the subscriber record. It stops if several Freshdesk contacts share the address.
01
Ask
You give an email and the Drip account to search.
02
Support
It finds the Freshdesk contact, tickets and any low satisfaction ratings.
03
Subscriber
It finds the Drip subscriber and lists status, tags and campaigns.
04
Report
It shows both sides and flags tension, such as an unhappy customer in active campaigns.
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.
freshdesk-get-contacts
freshdesk-get-tickets
freshdesk-get-satisfaction-ratings
drip-get-subscriber
drip-get-campaign-subscriber
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
Catch unhappy customers before the next email
Related use cases
More ways to put this data to work
Freshdesk escalations still receiving Drip campaigns
Ask your AI which requesters of open urgent Freshdesk tickets are still in active Drip campaigns. It lists them with their campaigns and changes nothing.
Learn More
Unhappy Freshdesk customers in active Drip campaigns
Ask your AI to find recent low Freshdesk ratings and list the active Drip campaigns each customer is still in, deduplicated and read-only.
Learn More
Freshdesk contacts missing from Drip
Ask your AI to compare recent Freshdesk contacts with Drip and it lists who is missing, matched on email, with unsubscribed people shown as opt-outs, not gaps.
Learn More
Summarize a Freshdesk customer account
Ask your AI to summarize a Freshdesk company: contacts, tickets, time spent, satisfaction and renewal risk signals in one read-only account view.
Learn More
Find unhappy Freshdesk customers in Granola meetings
Ask your AI which customers gave low Freshdesk ratings and what came up in their Granola meetings. It flags anyone with no recent contact. Read-only.
Learn More
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