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OnePageCRM open deals with no recent Chorus contact
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Cross-Connector

Find open deals with no recent Chorus contact

For sales leaders who want to know which open deals have gone quiet, just by asking their AI assistant.

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OnePageCRM open deals with no recent Chorus contact
Which open OnePageCRM deals closing in the next 60 days have had no Chorus conversation in 21 days?
Of 18 open deals closing in 60 days, 5 are quiet, 4 are email only and 9 are active. - Quiet: Contoso, Network upgrade, 22,000, last call 49 days ago - Quiet: Fabrikam, Support renewal, 9,400, no recorded contact - Unmatched company names: 2 deals Want the totals per flag and the full table?
OnePageCRM
Sample figures. Your results come from your own account.
onepagecrm-get-deal
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

OnePageCRM

OnePageCRM
Run it on your own OnePageCRM data.

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

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The problem

Healthy looking deals nobody has spoken to

Managers cannot tell which open deals have gone quiet without opening OnePageCRM and Chorus deal by deal. A deal can look healthy in the CRM while nobody has spoken to the customer for weeks.

Without PopdockAI

  • List open deals in OnePageCRM
  • Search Chorus for each company's last conversation
  • Check emails when there is no call
  • Do it deal by deal

With PopdockAI

  • Open deals closing by your date are listed
  • Chorus is checked for a recent conversation, then emails
  • Each deal is flagged Quiet, Email only or Active, with totals
  • Unmatched company names are marked, not called quiet

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** For open deals closing by `{close-by-date}` (ISO date, default 60 days from today), report which have had a Chorus conversation in the last `{quiet-days}` days (default 21) and which have not.

**Step 1: Collect open deals (onepagecrm server)**

Call `onepagecrm-get-deal` with `status` set to pending and `expected-close-date.to` set to `{close-by-date}`. Keep id, name, company-id, company-name, amount, stage, expected-close-date and contact-name.

**Step 2: Check Chorus for each deal (chorus server)**

For each deal, call `chorus-get-engagements` with `account-name` set to the deal company-name and `date.from` set to today minus `{quiet-days}` days. If that returns nothing, retry with `account-name.contains`. Note the latest conversation date and any opportunity-name that matches the deal name.

For deals with no conversation, call `chorus-get-emails` with `account-name.contains` and `sent-time.from` the same date, to tell a silent deal from one run over email.

**Step 3: Report**

A table sorted by amount descending: deal, company, amount, stage, expected close, last conversation date, emails in window, and a flag of Quiet (nothing in either channel), Email only, or Active. Total the amount in each flag.

**Rules & Guidelines:**

* `onepagecrm-get-deal` is on the onepagecrm server; `chorus-get-engagements` and `chorus-get-emails` are on the chorus server.
* Read-only. Never call `onepagecrm-update-deal`, `onepagecrm-add-action` or any other add, update or delete tool. Recommend follow-ups in words only.
* Do not reproduce email bodies.

**Validation:**

* If no open deals match, say so and stop.
* If a company name finds no Chorus account, mark the deal Unmatched rather than Quiet, since the name may differ between systems.

Who it's for

One answer, three teams that use it

Sales leaders

See quiet pipeline at a glance

Totals per flag show how much open value has had no recent conversation.

Which open OnePageCRM deals closing this quarter have had no Chorus contact in 30 days?

Sales managers

Know which deals to chase

Deals sorted by amount and flagged quiet tell you where to step in first.

Flag open OnePageCRM deals closing in 45 days as Quiet, Email only or Active from Chorus.

Revenue operations

Spot deals run only over email

Email only deals stand out from silent ones, so you can tell neglect from a different style.

Which open OnePageCRM deals have Chorus emails but no calls in the last 21 days?

How it works

What PopdockAI does when you ask

You give a close-by date and a quiet period, and your AI assistant checks each open OnePageCRM deal for recent Chorus contact. It only reads.

01

Ask

You give a close-by date and a quiet period in days.

Your AI tool

02

Collect

It lists the open OnePageCRM deals closing by that date.

onepagecrm-get-deal

03

Check

It looks for a recent Chorus conversation or email per deal company.

chorus-get-engagements
chorus-get-emails

04

Report

You get a table by amount flagged Quiet, Email only or Active.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

onepagecrm-get-deal

Returns deals from OnePageCRM, with their stage, status, amount, expected close date, owner and linked contact or company. Filter by stage, status or date.
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 OnePageCRM 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

See which deals have gone quiet, and the money in them

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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.

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