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Nutshell account call history from Chorus
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Cross-Connector

See an account's Nutshell deals next to its Chorus calls

For sales reps who want deal status and call history together, just by asking their AI assistant.

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Nutshell account call history from Chorus
What is the call history for Northwind Traders in Chorus, next to their open deals in Nutshell?
Northwind Traders has 1 open lead and 6 Chorus calls and emails. - Open lead: Renewal 2027, 14,000 USD, closes Oct 28 - Chorus: 4 calls and 2 emails, last call Oct 2 - Nutshell: last activity logged Sep 20 - Gap: the Oct 2 call is not logged in Nutshell Want a summary of the Oct 2 call?
Nutshell
Sample figures. Your results come from your own account.
nutshell-get-account
nutshell-get-lead
chorus-get-engagements
chorus-get-emails

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Nutshell

Nutshell
Run it on your own Nutshell data.

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

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The problem

Deals in one system, conversations in another

Before a meeting a rep checks Nutshell for the account's deals and then Chorus for its calls and emails. Few have time for both, so they miss how much contact has really happened and when.

Without PopdockAI

  • Open the account's deals in Nutshell
  • Search Chorus for its calls and emails
  • Compare last contact dates by hand
  • Skip it when short of time

With PopdockAI

  • The account is found, asking if the name is ambiguous
  • Open leads and Chorus calls and emails are read
  • Last contact dates are compared side by side
  • A missing Chorus account is stated, and nothing changes

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 combined view of `{account-name}` showing its open deals in Nutshell and its recorded calls and emails in Chorus over the last `{lookback-days}` days (default 90).

**Step 1: Find the account in Nutshell**

Call `nutshell-get-account` (Nutshell server) with `name.contains` set to `{account-name}`. If more than one account matches, list them with their ids and stop. If none match, say so and stop.

**Step 2: Get its deals**

Call `nutshell-get-lead` (Nutshell server) with `company-id` set to the account `id`. Keep leads whose `status` is open. Note `name`, `value`, `anticipated-close-time` and `last-contacted`.

**Step 3: Find the calls in Chorus**

Call `chorus-get-engagements` (Chorus server) with `account-name` set to the Nutshell account `name` and `date.from` set to the start of the lookback window. Also call `chorus-get-emails` (Chorus server) with `account-name.contains` set to the same name and `sent-time.from` set to the same date. Chorus matches on account name text, so if nothing returns, retry once with `account-name.contains`.

**Step 4: Report**

* One line for the account: owner, last-contacted, open deal count and total value.
* A table of open deals.
* A table of Chorus calls (date, subject, conversation-type, number-of-participants) and a count of emails.
* A final line stating whether the last Chorus call is newer or older than the Nutshell last-contacted date.

**Rules & Guidelines:**

* `nutshell-get-account` and `nutshell-get-lead` are on the Nutshell server; `chorus-get-engagements` and `chorus-get-emails` are on the Chorus server.
* Read only. Do not call any add, update, delete, create, export or playlist tool on either server.

**Validation:**

* If Chorus returns nothing, report the account as present in Nutshell and absent from Chorus, and still show the Nutshell side.
* If the two systems spell the account name differently, show both spellings and say which one you matched on.

Who it's for

One answer, three teams that use it

Account executives

Know when you last spoke

See the last call and email next to open deals before you walk into the meeting.

When did we last talk to Contoso in Chorus, and what deals are open in Nutshell?

Sales managers

Check contact on key accounts

Compare logged deal activity with recorded conversations for an important account.

Show Fabrikam's Chorus call and email history next to their open Nutshell leads.

Sales engineers

Catch up before a technical call

See the recent conversations and the open deals before you join the account call.

What Chorus calls have we had with Northwind Traders this quarter, and which Nutshell deals are open?

How it works

What PopdockAI does when you ask

You name an account, and your AI assistant shows its Nutshell deals beside its Chorus conversations. It only reads.

01

Ask

You name the account.

Your AI tool

02

Match

It finds the company in Nutshell and stops if the name is ambiguous.

nutshell-get-account

03

Gather

It reads the open leads, and the Chorus calls and emails for the account.

nutshell-get-lead
chorus-get-engagements
chorus-get-emails

04

Compare

It shows both and compares the last contact dates.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Nutshell and one secure connection to your AI tool. No code, no exports.

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.
get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-emails

Returns emails captured by Chorus, including the subject, body, sender, owner, account and sent time. Filter by account or date range to read the written trail alongside the calls.
Read only.Nothing in Nutshell 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

Deals and real conversations together

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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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