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Reconcile 2Checkout customers with HubSpot contacts
For marketing teams who keep billing customers and CRM contacts aligned, by asking their AI assistant to compare 2Checkout with HubSpot.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Paying customers missing or mislabelled in HubSpot
Marketing exports customers and contacts and compares them in a spreadsheet. Records drift, so paying customers are missing or mislabelled in HubSpot and contacts who never bought stay in the database.
Without PopdockAI
- Export customers from 2Checkout
- Export contacts from HubSpot
- Match emails and compare companies
- Miss customers on either side
With PopdockAI
- Customers read from 2Checkout, no email ones set aside
- Each email looked up in HubSpot with stage and owner
- HubSpot contacts outside the sample checked back
- Four lists with counts, 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:** Compare 2Checkout customers (optionally only those at company `{company}`, up to `{max-records}` customers, default 50) with HubSpot contacts and report who is missing from each system.
**Step 1: Read customers from 2Checkout**
Call `2checkout-get-customer` with `company` set to `{company}` if given, and `max-records` set to `{max-records}` (50 if empty). Keep `customer-reference`, `first-name`, `last-name`, `email`, `company` and `enabled`. Set aside customers with no email and count them.
**Step 2: Look each customer up in HubSpot**
For each customer email, call `hubspot-get-contacts` with `email` set to that email. Record `record-id`, `first-name`, `last-name`, `company-name`, `lifecycle-stage` and `contact-owner` when a contact comes back. If nothing comes back, mark the customer as absent from HubSpot and continue.
**Step 3: Look for contacts that are not customers**
Call `hubspot-get-contacts` with `max-records` set to `{max-records}`. For each contact whose `email` was not seen in Step 1, call `2checkout-get-customer` with `email` set to that address. Mark contacts that return nothing as not a 2Checkout customer.
**Step 4: Report**
Give four lists: matched customers (with any name or company mismatch between the systems), customers missing from HubSpot, contacts that are not 2Checkout customers, and customers skipped for having no email. End with the counts.
**Rules & Guidelines:**
* Tools whose names start with 2checkout belong to the 2checkout server and tools whose names start with hubspot belong to the HubSpot server. Both servers must be connected.
* The shared key is the email address: 2checkout `email` / `end-user-email` against HubSpot `email`. Compare emails case-insensitively after trimming spaces.
* This is read-only. Never call any 2checkout action tool (any 2checkout tool that adds, updates, cancels, refunds, enables, disables, renews or extends) and never call `hubspot-add-contact`, `hubspot-update-contact`, `hubspot-add-company`, `hubspot-update-company`, `hubspot-add-deal`, `hubspot-update-deal`, `hubspot-add-deal-note`, `hubspot-add-contact-note`, `hubspot-add-company-note`, `hubspot-add-ticket`, `hubspot-update-ticket` or `hubspot-add-ticket-note`.
**Validation:**
* If `2checkout-get-customer` returns nothing, say so and stop.
* If an email matches more than one contact or customer, list the duplicates and do not pick one.
* Say that Step 3 only covers the first `{max-records}` contacts, so it is a sample, not a full audit.Who it's for
One answer, three teams that use it
Marketing operations
Find paying customers missing from HubSpot
Get the customers to add so segments and reporting are complete.
Which 2Checkout customers are not HubSpot contacts?
Sales operations
Spot contacts that never bought
Contacts who are not customers are listed for proper staging.
Check 100 HubSpot contacts against 2Checkout and list those who are not customers.
Data stewards
Fix name and company mismatches
Matched customers with a different name or company are flagged.
Compare 2Checkout customers at Fabrikam with HubSpot contacts and show mismatches.
How it works
What PopdockAI does when you ask
You give an optional company and a count, and your AI assistant compares both sides by email. It lists several matches rather than choosing, and says the contact check is a sample.
01
Ask
You give an optional company and how many customers to read.
02
Read
It reads 2Checkout customers and sets aside those with no email.
03
Match
It looks each email up in HubSpot, then checks contacts that were not customers.
04
Report
It gives four lists with counts, noting that the contact side is a sample.
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
hubspot-get-contacts
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
Both sides of the gap, no spreadsheet work
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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