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Walk into a sales call knowing what the customer said before
For sales reps who want a pre-call brief on a Pipedrive deal that combines the deal with every Chorus call and email with the company.
On this page
Connector
Connect Pipedrive, pick your AI tool and paste the prompt.
The problem
Deal prep means rereading old call summaries
Before a call on a Pipedrive deal you want the stage, value and contact, plus everything said with that company in Chorus calls and emails. Pulling it together means searching two systems and rereading old summaries.
Without PopdockAI
- Open the deal in Pipedrive
- Search Chorus for the company's calls
- Reread summaries and emails
- Forget what was promised last time
With PopdockAI
- The deal is read, with a choice if several match
- Chorus calls and emails are found, favouring those tied to the deal
- What was raised, promised and still open is summarised
- A warning if the last touch is over 21 days old, 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:** Produce a pre-call brief for the Pipedrive deal `{deal}`, combining its CRM record with every Chorus conversation and email with that company in the last `{lookback-days}` days (default 90).
**Step 1: Find the deal in Pipedrive**
If `{deal}` is a number, call `pipedrive-get-deal` with `deal-id`. Otherwise call it with `title.contains`. If more than one deal matches, list them (title, organization, stage, value, status) and stop, asking which one is meant. If none match, say so and stop.
From the deal keep `title`, `organization-name`, `person-name`, `owner-name`, `stage`, `pipeline`, `value`, `currency`, `expected-close-date` and `status`.
**Step 2: Find the company's conversations in Chorus**
Pipedrive organizations and Chorus accounts are matched by company name only; there is no shared ID. Try an exact match first, then a contains match on the most distinctive word of the name (drop suffixes such as Inc, Ltd, LLC, GmbH). Treat a contains match as a probable match and say so in the report.
Call `chorus-get-engagements` with `account-name` set to the deal's `organization-name` and `date.from` set to today minus the lookback. If nothing comes back, retry with `account-name.contains`. Also keep any conversation whose `opportunity-name` resembles the deal title; that is the strongest sign the call was about this deal.
**Step 3: Find the company's emails in Chorus**
Call `chorus-get-emails` with `account-name.contains` set to the same company name and `sent-time.from` set to the same date.
**Step 4: Report**
* A deal header: title, organization, contact, owner, stage, value, expected close date.
* Conversations, newest first: date, type, subject, Chorus owner, duration, and a two-line digest of `meeting-summary` where one exists.
* Emails, newest first: sent date, subject, sender.
* A short synthesis: what the customer has raised, what was promised, and the open questions to settle on the next call. Base it only on the conversation summaries and email subjects returned; do not invent details.
* The date of the last recorded touch, and a warning if it is older than 21 days.
**Rules & Guidelines:**
* `pipedrive-get-deal` is on the pipedrive server. `chorus-get-engagements` and `chorus-get-emails` are on the chorus server.
* This prompt is read-only. Do NOT call `pipedrive-add-deal`, `pipedrive-add-lead`, `pipedrive-add-person`, `pipedrive-add-organization`, `pipedrive-add-activity`, `pipedrive-add-note`, `pipedrive-update-deal`, `pipedrive-update-lead`, `pipedrive-update-person`, `pipedrive-update-organization`, `pipedrive-update-activity` or `pipedrive-update-note` on the pipedrive server.
* Do NOT call `chorus-add-moment`, `chorus-add-playlist-moment`, `chorus-create-playlist`, `chorus-update-moment`, `chorus-update-playlist`, `chorus-update-playlist-moment`, `chorus-export-recordings` or `chorus-export-scorecards` on the chorus server.
**Validation:**
* If Chorus returns nothing on either the exact or the contains match, report the deal as having no recorded conversations in the period, and still give the deal header.
* If the deal has no `organization-name`, fall back to `person-name` and search `chorus-get-emails` by that name in the subject; say that the match is weak.
* If the contains match returns conversations for several different accounts, list the account names and use only the one that clearly matches.Who it's for
One answer, three teams that use it
Account executives
Remember what was promised
Get what the customer raised and what you promised before the next call on the deal.
Brief me on the Contoso expansion deal with anything from Chorus in the last 60 days.
Sales managers
Join a deal call prepared
Conversation digests and open questions let you step into a deal without a handover meeting.
What are the open questions on the Northwind Traders renewal deal, based on Chorus?
Sales engineers
Know the technical asks
See what the customer raised on past calls so the demo answers their real questions.
What did Fabrikam raise on Chorus calls about the platform deal this quarter?
How it works
What PopdockAI does when you ask
You name the deal and how far back to look, and your AI assistant combines it with the Chorus conversation history. It uses only what was returned and changes nothing.
01
Ask
You name the deal and how far back to look.
02
Read
It reads the deal in Pipedrive.
03
Gather
It finds the company's Chorus calls and emails, favouring those tied to the deal.
04
Report
You get digests, promises, open questions and a warning if contact has lapsed.
What PopdockAI provides
The tools behind the answer
Ready made tools for Pipedrive and one secure connection to your AI tool. No code, no exports.
pipedrive-get-deal
chorus-get-engagements
chorus-get-emails
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
Prepared for every deal conversation
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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