Connectors

/

2Checkout

/

Profile a customer across 2Checkout and Pipedrive
Report
Cross-Connector

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.

Try PopdockAI free
Get a live demo
Profile a customer across 2Checkout and Pipedrive
Show me everything we have on dana@northwindtraders.com across 2Checkout and Pipedrive.
Dana Whitfield has an active subscription but no open deal in Pipedrive. - Subscriptions: Pro Annual (Active, expires 2027-02-28) - Pipedrive: owner Sam Patel, organization Northwind Traders, 1 won deal, 0 open - Last activity: call on 2026-06-12, marked done - Flag: active customer with no open deal Want the full deals table?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-customer
2checkout-get-subscription
pipedrive-get-person
pipedrive-get-organization
pipedrive-get-deal
pipedrive-get-activity

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

Try PopdockAI free

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.

Prompt
**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.

Your AI tool

02

Billing

It finds the 2Checkout customer and lists their subscriptions with status and expiry.

2checkout-get-customer
2checkout-get-subscription

03

Sales

It finds the Pipedrive person, organization, deals and recent activities.

pipedrive-get-person
pipedrive-get-organization
pipedrive-get-deal
pipedrive-get-activity

04

Report

It shows tables for each and flags active customers with no open deal or activity.

Your AI tool

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.

get-data

2checkout-get-customer

Returns customers records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-subscription

Returns subscriptions records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

pipedrive-get-person

Returns Pipedrive contacts with email, phone, job title, organization, owner and last activity date. Filter by name, email, city, organization or owner.
get-data

pipedrive-get-organization

Returns Pipedrive organizations with address, industry, size, owner and open and won deal counts. Filter by name, city, state, country, industry or owner.
get-data

pipedrive-get-deal

Returns Pipedrive deals with stage, pipeline, value, probability, owner and expected close date. Filter by status, stage, owner, organization, value range, expected close date range or title.
get-data

pipedrive-get-activity

Returns Pipedrive activities (calls, meetings, tasks, deadlines). Filter by due date range, type, done, assigned user, person, deal or subject text.
Read only.Nothing in 2Checkout 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

Billing and sales context in one view

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation