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Open Capsule CRM opportunities with no recent Chorus contact
Report
Cross-Connector

Find open Capsule CRM deals that have gone quiet in Chorus

For sales reps and managers who want deals at risk of going cold found early, largest first, by asking their AI assistant.

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Open Capsule CRM opportunities with no recent Chorus contact
Which of our open deals have had no call or email in 30 days?
7 of 28 open deals have had no contact in 30 days, worth 284,000 USD. - Largest: Northwind warehouse expansion, 96,000, closes October 20 - Closing soon: 2 quiet deals close in the next 30 days - No Chorus match: Fabrikam Inc, may be named differently there Want the full table?
Capsule CRM
Sample figures. Your results come from your own account.
capsule-crm-get-opportunity
chorus-get-engagements
chorus-get-emails
capsule-crm-get-entry

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Capsule CRM

Capsule CRM
Run it on your own Capsule CRM data.

Connect Capsule CRM, pick your AI tool and paste the prompt.

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The problem

Silent deals do not show up in the CRM

An open deal can go quiet without anyone noticing, because silence does not show up in Capsule CRM. Finding the quiet ones means checking each account for recent calls, emails and logged history across two systems.

Without PopdockAI

  • List open deals in Capsule CRM
  • Search Chorus for recent calls and emails per account
  • Check Capsule history for logged contact
  • Miss quiet deals until they go cold

With PopdockAI

  • Open deals are read from Capsule CRM
  • Recent Chorus calls, emails and Capsule history are checked
  • Quiet deals are listed largest first, closing soon flagged
  • Accounts Chorus cannot find are marked no match, 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 open Capsule CRM opportunities, optionally only those owned by {owner-name}, whose accounts have had no Chorus call or email in the last {quiet-days} days (default 30).

**Step 1: List open deals in Capsule CRM**

Call `capsule-crm-get-opportunity`, with `owner-name` set to {owner-name} when it is given. Keep deals with no `closed-on-date` and no `lost-reason-name`.

**Step 2: Check each account in Chorus**

For each distinct organization name on those deals (the party name when there is no organization), call `chorus-get-engagements` with `account-name.contains` and `date.from` set to the start of the window, and `chorus-get-emails` with `account-name.contains` and `sent-time.from` set to the same date. Record the latest conversation date and the latest email date.

**Step 3: Check Capsule history**

For each deal, call `capsule-crm-get-entry` with its `opportunity-id` and `date.from` set to the start of the window, so contact logged in Capsule but not recorded by Chorus is not reported as silence.

**Step 4: Report**

A table of deal, account, milestone, value, expected close, owner, last Chorus call, last Chorus email, last Capsule entry. List quiet deals (nothing in any of the three) first, sorted by value, largest first. Flag quiet deals whose expected close date falls inside the next {quiet-days} days. End with a count of quiet deals and their total value per currency.

**Rules & Guidelines:**

* Tools whose names start capsule-crm are on the capsule-crm server; tools whose names start chorus are on the chorus server.
* Read-only. Do not call `capsule-crm-update-opportunity`, `capsule-crm-add-task`, `capsule-crm-add-note` or any other Capsule add or update tool, and do not call any Chorus add, create, update or export tool.

**Validation:**

* If there are no open deals, say so and stop.
* If an account name finds nothing in Chorus, mark it No Chorus match rather than quiet, since the account may simply be named differently there.
* Do not total values across different currencies.

Who it's for

One answer, three teams that use it

Account executives

Reach out before deals go cold

See your open deals with no recent call or email, biggest first.

Which of my open deals have had no call or email in 21 days? I am Dana Whitfield.

Sales managers

Spot neglected deals in review

Find quiet deals that are due to close soon and need attention now.

Which open Capsule CRM deals closing this month have had no Chorus contact in 14 days?

Revenue operations

Measure forecast risk

Total quiet pipeline per currency to see how much is at risk.

How much open pipeline has had no contact in 30 days, by currency?

How it works

What PopdockAI does when you ask

You name an owner and quiet period, and your AI assistant checks each open deal for recent contact in both systems. It only reads.

01

Ask

You name an owner, or none, and how many quiet days to allow.

Your AI tool

02

Read

It reads the open Capsule CRM deals.

capsule-crm-get-opportunity

03

Check

It looks for recent Chorus calls, emails and Capsule history.

chorus-get-engagements
chorus-get-emails
capsule-crm-get-entry

04

Report

You get quiet deals largest first, with closing soon flagged.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

capsule-crm-get-opportunity

Returns Capsule CRM sales opportunities with milestone, value, currency, probability, expected close date, owner and lost reason. Filter by name, party, owner, milestone, value range, expected close date or closed 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.
get-data

capsule-crm-get-entry

Returns Capsule CRM history entries (notes, emails and completed activities) with subject, content, creator and activity type. Filter by date range, type, activity type, creator, subject, party, opportunity or project.
Read only.Nothing in Capsule CRM 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

Catch deals going cold while there is time

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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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