/
/
Find unhappy Zendesk customers with open Attio deals
For leaders who want their AI assistant to connect recent bad Zendesk ratings to the open deals at risk in Attio.
On this page
Connector
Connect Zendesk, pick your AI tool and paste the prompt.
The problem
Unhappy customers with big deals go unnoticed
Bad satisfaction scores sit in the help desk while the revenue they threaten sits in the CRM. Nobody connects the two, so an unhappy customer with a large open deal gets no attention until it is too late.
Without PopdockAI
- Pull bad ratings from Zendesk
- Work out the company behind each one
- Search Attio for their open deals
- Notice the risk after the deal stalls
With PopdockAI
- Recent bad ratings are traced to the customer
- Each customer is looked up in Attio by domain
- Customers are sorted by total open deal value
- Comments are quoted word for word and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** List customers who left a bad satisfaction rating in Zendesk in the last `{lookback-days}` days (default 30) and show their Attio deals.
**Step 1: Find bad ratings**
Call `zendesk-get-satisfaction-rating` (Zendesk server) with `score` set to bad and `created.from` set to the start of the window. If none come back, say so and stop. Keep `ticket-id`, `requester-id`, `comment` and `assignee-name`.
**Step 2: Identify the customers**
For each `ticket-id`, call `zendesk-get-ticket` (Zendesk server) to get `requester-email` and `organization-name`. Group ratings by organization.
**Step 3: Look them up in Attio**
For each organization, call `zendesk-get-organization` (Zendesk server) for its `domain-names`, then call `attio-get-record-companies` (Attio server) with `domains` set to each domain. If no company matches, list the organization as not in the CRM. For each matched company call `attio-get-record-deals` (Attio server) with `associated-company` set to the company name and report deals whose stage is not won or lost.
**Step 4: Report**
A table: customer, bad ratings count, latest `comment`, assignee, open Attio deals (name, stage, value, owner). Sort by total open deal value. End with the three most urgent follow-ups.
**Rules & Guidelines:**
* `zendesk-*` tools are on the Zendesk server; `attio-*` tools are on the Attio server.
* Read-only. Do not call `zendesk-add-ticket-comment`, `zendesk-update-ticket`, `attio-update-deal` or `attio-add-deal`.
**Validation:**
* Quote rating comments verbatim; do not paraphrase them.
* Say how many customers had no CRM match.Who it's for
One answer, three teams that use it
Revenue leaders
See revenue at risk from poor support
Get unhappy customers sorted by open deal value, so senior attention goes where the most is at stake.
Which customers with open Attio deals rated our support badly this quarter?
Account executives
Hear about unhappy customers before the deal does
Know when a customer you are selling to has had a bad support experience, with their comment quoted as written.
Has anyone at Contoso left a bad Zendesk rating in the last 60 days, and what deals do we have open with them?
Support managers
Prioritize recovery where it matters
Start follow ups with the customers whose open deals are largest, using the three most urgent as your list.
Give me the three most urgent follow ups from bad Zendesk ratings in the last 14 days, weighed by Attio deal value.
How it works
What PopdockAI does when you ask
You say how many days to look back, and your AI assistant connects bad ratings in Zendesk to open deals in Attio. It ends with the three most urgent follow ups and changes nothing.
01
Ask
You say how many days to look back.
02
Find
It lists recent bad satisfaction ratings in Zendesk and the customer behind each.
03
Match
It looks up each customer in Attio by domain and reads their open deals.
04
Report
You get a table sorted by deal value and the three most urgent follow ups.
What PopdockAI provides
The tools behind the answer
Ready made tools for Zendesk and one secure connection to your AI tool. No code, no exports.
zendesk-get-satisfaction-rating
zendesk-get-ticket
zendesk-get-organization
attio-get-record-companies
attio-get-record-deals
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
See which unhappy customers have the most at stake
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.

.webp)
