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Check for an existing 2Checkout lead before you create one
For sales teams who give their AI assistant an email or lead code and ask what 2Checkout already holds for that buyer.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Duplicate leads for the same buyer
Before creating a new lead in 2Checkout, a rep has to know whether one already exists for that billing email or code. Without a quick search, the same buyer ends up with several leads.
Without PopdockAI
- Search 2Checkout leads by email
- Search again by lead code
- Open each result for details
- Create another lead anyway
With PopdockAI
- Leads found by email, or by code when there is no at sign
- Billing details, location, currency and source summarised
- Leads sharing the same email counted
- Read only, no lead marked used or edited
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find leads matching `{lead-search}` (a billing email or a lead code).
**Step 1: Search**
If `{lead-search}` contains an @, call `2checkout-get-lead` with `billing-email` set to it. Otherwise call it with `lead-code` set to it.
**Step 2: Report**
For each lead show lead-code, billing name, email, company, city, country, currency and generated-from. Say how many leads exist for the same email, since duplicates matter before creating another.
**Rules & Guidelines:**
* This prompt is read-only. Never call a tool that adds, updates, deletes, cancels, refunds, enables, disables or otherwise changes 2Checkout data; only tools whose names start with 2checkout-get- may be called.
* Filters are exact or `.contains` matches and results are capped by `max-records`. If a result set looks cut off, say so and narrow the filter instead of guessing.
* Report only what the tools returned; do not invent values no tool exposed.
**Validation:**
* If no lead matches, say so and suggest checking customers with `2checkout-get-customer` by email.Who it's for
One answer, three teams that use it
Sales reps
Check before you create a lead
Find an existing lead for a buyer before adding a new one.
Is there a 2Checkout lead for tom@fabrikam.com already?
Sales operations
Spot buyers with several leads
A duplicate count per email shows where clean up is needed.
How many 2Checkout leads exist for billing@contoso.com?
Support agents
Look up a lead by its code
See billing details and source for a lead code a customer quotes.
Look up 2Checkout lead code LD-77812 and tell me where it came from.
How it works
What PopdockAI does when you ask
You give a billing email or lead code and your AI assistant looks it up in 2Checkout. You see duplicates before you create another lead.
01
Ask
You give a billing email or a lead code.
02
Search
It looks up 2Checkout leads by email when there is an at sign, otherwise by code.
03
Summarize
It shows the code, billing details, company, location, currency and source.
04
Count
It tells you how many leads share the same email.
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-lead
2checkout-get-customer
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
Know in seconds whether a lead exists
Related use cases
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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.
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