Connectors

/

Freshdesk

/

Freshdesk support context for a Dynamics 365 Sales opportunity
Report
Cross-Connector

Brief the deal owner on support health before the call

For sales reps who want a Dynamics 365 Sales opportunity checked against the customer's Freshdesk tickets, just by asking their AI assistant.

Try PopdockAI free
Get a live demo
Freshdesk support context for a Dynamics 365 Sales opportunity
Brief me on the support health of the customer behind our Contoso renewal opportunity in Dynamics 365 Sales. Look back 90 days.
Contoso Ltd has 2 escalated tickets that could affect the Contoso Renewal deal. The match is by name. - Opportunity: Contoso Renewal, Propose stage, 85,000, closing 30 Nov - Freshdesk company: Premium tier, health score 54, renews 31 Dec - Tickets: 11 in 90 days, 4 open, 2 escalated, 1 overdue - Satisfaction: 3 ratings, one of 1 star Shall I list the 5 most recent ticket subjects?
Freshdesk
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-opportunities
freshdesk-get-companies
freshdesk-get-tickets
freshdesk-get-satisfaction-ratings

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.

Try PopdockAI free

The problem

Deal calls happen without the support history

Reps go into deal calls without knowing the customer has escalated tickets, because support history lives in Freshdesk. Checking means finding the customer, filtering tickets and reading ratings, so many reps skip it.

Without PopdockAI

  • Open the opportunity in Dynamics 365 Sales
  • Search Freshdesk for the customer by name
  • Filter tickets and read satisfaction ratings
  • Skip it when the call is in five minutes

With PopdockAI

  • The opportunity is found, with options listed if several match
  • The customer is matched in Freshdesk by name, and the match is stated
  • Tickets, escalations and ratings are summarised
  • A short risk note closes the brief, 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:** Brief a salesperson on the support health of the customer behind the Dynamics 365 Sales opportunity matching `{opportunity-topic}`, looking at Freshdesk tickets from the last `{lookback-days}` days (default 90).

**Step 1: Find the opportunity (Dynamics 365 Sales server)**

Call `dynamics-365-sales-get-opportunities` with `topic.contains` set to the topic. If more than one opportunity matches, list them (topic, potential-customer, sales-stage, est-revenue) and stop for the user to choose. Note `potential-customer`, `sales-stage`, `est-revenue` and `est-close-date`.

**Step 2: Find the customer in Freshdesk (Freshdesk server)**

Call `freshdesk-get-companies` with `name.contains` set to `potential-customer`. If nothing matches, retry once with the first word of the name. If still nothing, report "customer not found in Freshdesk" with the Dynamics details and stop. If several match, list them and stop.

**Step 3: Pull support activity (Freshdesk server)**

Call `freshdesk-get-tickets` with `company-id` from the company, `created-at.from` set to the lookback start, and a sensible `max-records`. Call `freshdesk-get-satisfaction-ratings` for the same period if the tickets give you ids to filter on (`ticket-id`).

**Step 4: Report**

* Opportunity: topic, customer, stage, estimated revenue, estimated close date
* Freshdesk company: name, account-tier, health-score, renewal-date
* Tickets: count by status and priority, any escalated or overdue (`due-by` passed and not resolved), the 5 most recent subjects
* Satisfaction: ratings found, if any
* A short risk note: is there anything in support that could threaten this deal

**Rules & Guidelines:**

* `dynamics-365-sales-get-opportunities` is on the Dynamics 365 Sales server; `freshdesk-get-companies`, `freshdesk-get-tickets` and `freshdesk-get-satisfaction-ratings` are on the Freshdesk server.
* This prompt is read-only. Do not call any create, update, add, delete or reply tool on either server.

**Validation:**

* The two systems share no id. Match the customer by name only, and state that the match is by name.
* If Freshdesk returns no tickets, say so plainly rather than implying a healthy account.

Who it's for

One answer, three teams that use it

Account executives

Walk into the call knowing the open issues

Escalated and overdue tickets are listed beside the opportunity stage, so nothing in the call catches you out.

What support issues does the customer behind our Fabrikam expansion opportunity in Dynamics 365 Sales have open?

Sales managers

Review risk on key opportunities

A short risk note built on tickets and ratings helps you decide which deals need extra attention this week.

Brief me on support risk for the Northwind Traders opportunity in Dynamics 365 Sales over the last 60 days.

Customer success managers

Support the deal team with facts

Tier, health score and renewal date from Freshdesk give the deal team the account context they usually lack.

What is the Freshdesk health score and renewal date for the customer on our Contoso upgrade opportunity?

How it works

What PopdockAI does when you ask

You name the opportunity and a period, and your AI assistant briefs you on the customer's support health. It stops when the opportunity or the customer match is unclear.

01

Ask

You name the opportunity and how many days of tickets to review.

Your AI tool

02

Opportunity

It finds the Dynamics 365 Sales opportunity and stops if several match.

microsoft-dynamics-365-sales-get-opportunities

03

Customer

It matches the customer in Freshdesk by name and pulls tickets and ratings.

freshdesk-get-companies
freshdesk-get-tickets
freshdesk-get-satisfaction-ratings

04

Brief

You get stage, tickets, escalations, satisfaction and a short risk note.

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

microsoft-dynamics-365-sales-get-opportunities

Returns Dynamics 365 Sales opportunities. Filter by owner, status, sales stage, probability, estimated close date, topic, potential customer and estimated revenue, and cap how many records come back.
get-data

freshdesk-get-companies

Returns companies 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.
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

Know the customer's support health before the deal call

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

‍

Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

Try PopdockAI Free
See Documentation