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See a 2Checkout customer with their Pipedrive deals
For sales teams who want billing and pipeline facts together, by giving their AI assistant a customer email address.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Paying customers with no deal and no contact
Reps check 2Checkout for what a customer pays for and Pipedrive for the sales history, one screen at a time. Customers with an active subscription but no deal or recent activity slip through.
Without PopdockAI
- Look up subscriptions in 2Checkout
- Find the person and organization in Pipedrive
- Open deals and activities one by one
- Miss the active customer nobody is talking to
With PopdockAI
- Customer and subscriptions read from 2Checkout
- Person, organization, deals and activities read from Pipedrive
- Active customers with no open deal or activity flagged
- Both names shown when they differ, 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:** Build one profile of the customer with email `{email}`, combining billing facts from 2Checkout with sales context from Pipedrive. Show at most `{max-items}` deals and activities (default 5).
**Step 1: Find the customer in 2Checkout**
Call `2checkout-get-customer` with `email` set to `{email}`. If more than one customer matches, list them (customer-reference, first-name, last-name, company) and stop. Then call `2checkout-get-subscription` with `customer-reference` from that result and note each subscription's product-name, status and expiration-date.
**Step 2: Find the same person in Pipedrive**
Call `pipedrive-get-person` with `email` set to the 2Checkout `email`. If more than one person returns, list them (person-id, name, organization-name) and stop. If none returns, report the customer as present in 2Checkout and absent from Pipedrive, and skip Steps 3 and 4. Record person-id, owner-name, organization-name, open-deals and won-deals.
**Step 3: Deals**
If the person has an organization, call `pipedrive-get-organization` with `name` set to organization-name to get organization-id, then call `pipedrive-get-deal` with `organization-id` and list title, status, value, currency, stage and expected-close-date.
**Step 4: Recent activity**
Call `pipedrive-get-activity` with `person-id` set to the person-id and list the most recent items by due-date (subject, type, done, assigned-to-user-name).
**Step 5: Report**
One table for subscriptions, one block for the Pipedrive person, a deals table and an activity list. Flag any customer with an Active subscription and no open deal or no activity.
**Rules & Guidelines:**
* `2checkout-*` tools belong to the 2checkout server and `pipedrive-*` tools to the pipedrive server; both servers must be connected.
* This prompt is read-only. Never call any 2checkout write tool (for example `2checkout-customer-add`, `2checkout-customer-update`, `2checkout-subscription-disable`) or any pipedrive write tool (`pipedrive-add-person`, `pipedrive-update-person`, `pipedrive-add-deal`, `pipedrive-update-deal`, `pipedrive-add-note`, `pipedrive-add-activity`).
* Match emails case-insensitively after trimming spaces; never alter the stored value in the report.
**Validation:**
* If `{email}` is empty, stop and ask for it.
* If the two systems show different first or last names, show both and do not pick one.
* If a Pipedrive step returns nothing, say so and continue with the remaining steps.Who it's for
One answer, three teams that use it
Account executives
Prepare for a call with billing in view
Know what a customer pays for and what deals are open before you dial.
What is tom@fabrikam.com subscribed to in 2Checkout, and what deals do we have open in Pipedrive?
Account managers
Find active customers you have neglected
Active customers with no open deal or recent activity are flagged for a check in.
Has anyone in Pipedrive talked to sam@contoso.com recently? He has an active 2Checkout plan.
Customer success managers
See the whole relationship before renewal
Subscriptions, deals and activities together show how healthy the account is.
Profile priya@tailspintoys.com across 2Checkout and Pipedrive, last 10 activities.
How it works
What PopdockAI does when you ask
You give an email and your AI assistant puts billing and sales history side by side. If several customers or people match it lists them and stops.
01
Ask
You give the customer email address and how many items to show.
02
Billing
It finds the 2Checkout customer and lists their subscriptions with status and expiry.
03
Sales
It finds the Pipedrive person, organization, deals and recent activities.
04
Report
It shows tables for each and flags active customers with no open deal or activity.
What PopdockAI provides
The tools behind the answer
Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.
2checkout-get-customer
2checkout-get-subscription
pipedrive-get-person
pipedrive-get-organization
pipedrive-get-deal
pipedrive-get-activity
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
Billing and sales context in one view
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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