Connectors

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Freshdesk

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Freshdesk ticket load and Nutshell pipeline for a customer
Report
Cross-Connector

See one customer's tickets and pipeline on a single page

For support teams who want a customer's Freshdesk tickets and Nutshell leads side by side before a call, just by asking their AI assistant.

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Freshdesk ticket load and Nutshell pipeline for a customer
Give me a support and sales view of Contoso Ltd before my call. Tickets from the last 90 days.
Contoso Ltd has 2 open escalations while a 24,000 lead is due to close this month. The match is by name. - Support: 11 tickets, 4 open, 2 escalated; oldest open is the SSO login query - Sales: owner Sam Patel, last contacted 8 Aug - Open leads: Expansion, 24,000, 70 percent confidence, closing 30 Nov - Watch-out: no sales contact for 11 weeks Shall I include the Nutshell link?
Freshdesk
Sample figures. Your results come from your own account.
freshdesk-get-companies
freshdesk-get-tickets
nutshell-get-account
nutshell-get-lead

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

An escalation sits unseen while a lead is about to close

Before a customer call someone checks Freshdesk for tickets and Nutshell for the account and leads, and the two rarely get lined up. An escalation can sit unseen while a lead closes, or a customer goes quiet for months.

Without PopdockAI

  • Search Freshdesk for the company's tickets
  • Count escalations and old unresolved subjects
  • Open the Nutshell account for owner and leads
  • Never line the two views up

With PopdockAI

  • Tickets are counted by status and priority with escalations
  • The Nutshell owner, last contact and open leads are read
  • Watch outs that cross both systems are called out
  • Matching is by name and 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:** Give a combined support and sales view of the customer named `{company-name}`, looking back `{lookback-days}` days for tickets (default 90).

**Step 1: Find the company in Freshdesk**

Call `freshdesk-get-companies` with name.contains set to the company name. If more than one company matches, list them (name, domains, company-id) and stop. If none match, say so and continue to Step 3 with the Nutshell side only.

**Step 2: Pull the tickets**

Call `freshdesk-get-tickets` with company-id set to the company-id from Step 1 and created-at.from set to the lookback date. Count tickets by status and priority and note any with escalated true. Keep the 5 oldest unresolved ticket subjects.

**Step 3: Find the account in Nutshell**

Call `nutshell-get-account` with name.contains set to the Freshdesk company name (or the input if Freshdesk had no match). If several match, list them and stop. Take its id, owner, open-leads, last-contacted and nutshell-link.

**Step 4: Pull the open leads**

Call `nutshell-get-lead` with company-id set to the account id and status set to open. Report each lead name, value, confidence and anticipated-close-time.

**Step 5: Report**

Three short sections: Support (ticket counts, escalations, oldest open), Sales (owner, last contacted, open leads and total value), and Watch-outs (for example open escalations while a lead is due to close, or no sales contact for a long time). End with the Nutshell link.

**Rules & Guidelines:**

* Freshdesk tools (freshdesk-*) and Nutshell tools (nutshell-*) live on two different MCP servers; both must be connected. If a tool from either server is unavailable, say which server is missing and stop.
* Read-only. Never call `freshdesk-add-ticket`, `freshdesk-update-ticket`, `freshdesk-delete-ticket`, `freshdesk-add-ticket-note`, `freshdesk-reply-to-ticket`, `freshdesk-add-contact`, `freshdesk-update-contact`, `freshdesk-add-company`, `freshdesk-update-company`, `nutshell-add-lead`, `nutshell-update-lead`, `nutshell-add-company`, `nutshell-update-company`, `nutshell-add-person`, `nutshell-update-person`, `nutshell-add-activity` or any delete tool.
* Match companies by name only; state that the match is by name.

**Validation:**

* If either system returns nothing, say the customer is present in one system and absent from the other, and report what you have.
* If a ticket company-id returns no tickets, report zero rather than guessing.

Who it's for

One answer, three teams that use it

Support managers

Know when a ticket touches a live lead

Open leads with value and expected close beside the ticket list show you which customers need careful handling.

Does Fabrikam have open Nutshell leads while its Freshdesk tickets are escalated?

Account managers

Spot customers who have gone quiet

The last contacted date from Nutshell shows when nobody has spoken to a customer with open tickets.

When did we last contact Northwind Traders in Nutshell, and what Freshdesk tickets are still open?

Sales reps

Prepare for the call with watch outs

A Watch outs section lists the risks across support and sales so you do not get surprised.

Give me the support and sales view for Contoso with watch outs, tickets from the last 30 days.

How it works

What PopdockAI does when you ask

You name a customer and a period, and your AI assistant puts their ticket load next to their Nutshell pipeline. It stops if several companies match and says when one side is missing.

01

Ask

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

Your AI tool

02

Support

It finds the company in Freshdesk and counts tickets and escalations.

freshdesk-get-companies
freshdesk-get-tickets

03

Sales

It finds the Nutshell account, owner, last contact and open leads.

nutshell-get-account
nutshell-get-lead

04

Report

You get Support, Sales and Watch-outs sections and the Nutshell link.

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

nutshell-get-account

Returns Nutshell companies (accounts) with their contact details, owner and related fields. Filter by name, owner and other company fields.
get-data

nutshell-get-lead

Returns Nutshell leads (deals) with status, value, confidence, close date, owner and source. Filter by status, owner and dates.
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

Tickets and pipeline on a single page

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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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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.

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