Report

Cross-Connector

Rank renewals by support risk with Pipedrive deals alongside

For leadership who want renewing customers scored on Freshdesk support signals and matched to open Pipedrive deals, just by asking their AI assistant.

Freshdesk support risk on Pipedrive renewals

Which companies renew in the next 60 days with support trouble, and what Pipedrive deals do they have open?

3 of 8 renewing companies show real support risk. - Contoso Ltd: renews 20 Nov, health 41, 2 escalated tickets; open deal Expansion, 30,000, Proposal sent - Fabrikam: renews 5 Dec, 5 open tickets, ratings falling; no open deal - Adventure Works: not in Pipedrive The Fabrikam match on name is approximate. Want the full ranked list?

Freshdesk

Sample figures. Your results come from your own account.

freshdesk-get-companies

freshdesk-get-tickets

freshdesk-get-satisfaction-ratings

pipedrive-get-organization

pipedrive-get-deal

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Freshdesk

Run it on your own Freshdesk data.

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

The problem

Support trouble never gets connected to the pipeline

Freshdesk knows about escalations and poor ratings, and Pipedrive knows about the deals. Joining them by hand for every renewing company is slow enough that it rarely happens, so at risk renewals go unseen.

Without PopdockAI

List renewing companies in Freshdesk
Count escalations and read ratings for each
Look up each organization's deals in Pipedrive
Rank the risk by gut feel

With PopdockAI

Companies renewing in your window are found
Open and escalated tickets and recent ratings are read
Open Pipedrive deals are listed with value and stage
Each company is ranked by risk with a recommendation, nothing 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 companies renewing within `{renewal-days}` days (default 60) that show support risk, and show the matching Pipedrive pipeline.

**Step 1: Renewals**

Call `freshdesk-get-companies` (Freshdesk server) with `renewal-date.from` = today and `renewal-date.to` = today plus the window. Note `health-score`, `account-tier`, `renewal-date`.

**Step 2: Support signals**

For each company call `freshdesk-get-tickets` with `company-id` and count open tickets and escalated tickets. Call `freshdesk-get-satisfaction-ratings` with `created-at.from` = today minus 90 days and keep ratings for that company's tickets.

**Step 3: Sales context**

For each company call `pipedrive-get-organization` (Pipedrive server) with `name` = company name, then `pipedrive-get-deal` with `organization-id` and `status` = open. If no organization matches, mark it as not in Pipedrive.

**Step 4: Report**

Rank companies by risk (escalated tickets, low health-score, poor ratings). Per company: renewal-date, health-score, open and escalated tickets, rating trend, open deals with value and stage, and a one-line recommendation.

**Rules & Guidelines:**

* Freshdesk tools are on the Freshdesk server, Pipedrive tools on the Pipedrive server.
* Read-only. Never call any write tool: `freshdesk-add-contact`, `freshdesk-update-contact`, `freshdesk-delete-contact`, `freshdesk-add-company`, `freshdesk-update-company`, `freshdesk-delete-company`, `freshdesk-add-ticket`, `freshdesk-update-ticket`, `freshdesk-delete-ticket`, `freshdesk-add-ticket-note`, `freshdesk-reply-to-ticket`, `freshdesk-add-time-entry`, `freshdesk-update-time-entry`, `freshdesk-delete-time-entry`, `freshdesk-add-group`, `freshdesk-update-group`, `freshdesk-delete-group` (Freshdesk), `pipedrive-add-person`, `pipedrive-update-person`, `pipedrive-add-organization`, `pipedrive-update-organization`, `pipedrive-add-deal`, `pipedrive-update-deal`, `pipedrive-add-lead`, `pipedrive-update-lead`, `pipedrive-add-activity`, `pipedrive-update-activity`, `pipedrive-add-note`, `pipedrive-update-note` (Pipedrive).

**Validation:**

* If no companies renew in the window, say so and stop.
* Matching by name is approximate; flag uncertain matches.

Who it's for

One answer, three teams that use it

Revenue leaders

See which renewals carry support risk

A risk ranked list with one line recommendations gives you a clear agenda for the renewal review.

Rank companies renewing in the next 90 days by support risk and show their open Pipedrive deals.

Account executives

Know what support trouble sits on your deals

Escalations and poor ratings beside each open deal tell you where to prepare before a renewal call.

Which renewing companies in the next 45 days have escalated Freshdesk tickets and open deals in Pipedrive?

Customer success managers

Act on poor ratings before renewal

Recent low ratings for renewing customers show where a recovery plan is needed now.

Which customers renewing soon gave poor Freshdesk ratings in the last 90 days, and what is their Pipedrive deal value?

How it works

What PopdockAI does when you ask

You set a renewal window, and your AI assistant ranks renewing companies by support risk with their Pipedrive deals alongside. Approximate name matches are flagged.

Ask

You set the renewal window in days.

Your AI tool

Renewals

It finds Freshdesk companies renewing in that window.

freshdesk-get-companies

Signals

It counts open and escalated tickets and reads recent satisfaction ratings.

freshdesk-get-tickets

freshdesk-get-satisfaction-ratings

Pipeline

It finds each company in Pipedrive, lists open deals and ranks the risk.

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-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.

get-data

pipedrive-get-organization

Returns Pipedrive organizations with address, industry, size, owner and open and won deal counts. Filter by name, city, state, country, industry or owner.

get-data

pipedrive-get-deal

Returns Pipedrive deals with stage, pipeline, value, probability, owner and expected close date. Filter by status, stage, owner, organization, value range, expected close date range or title.

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.

The outcome

The riskiest renewals get attention first

Related use cases

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