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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.
On this page
Connector
Connect Capsule CRM, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It reads the open Capsule CRM deals.
03
Check
It looks for recent Chorus calls, emails and Capsule history.
04
Report
You get quiet deals largest first, with closing soon flagged.
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.
capsule-crm-get-opportunity
chorus-get-engagements
chorus-get-emails
capsule-crm-get-entry
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
Catch deals going cold while there is time
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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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