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Microsoft Dynamics 365 Sales

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Add Dynamics 365 Sales account contacts to a Constant Contact list
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Cross-Connector

Add an account's people to Constant Contact, opt-outs respected

For marketers who want a Dynamics 365 Sales account's contacts on a Constant Contact list, with unsubscribes and duplicates handled, just by asking their AI assistant.

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Add Dynamics 365 Sales account contacts to a Constant Contact list
Add the contacts at Northwind Traders in Dynamics 365 Sales to our Customer Newsletter list in Constant Contact.
Northwind Traders has 9 active contacts with an email, and 5 are ready to add. - New: 5 people not yet in Constant Contact - Already on the list: 2, skipped - Unsubscribed: 1, never added - In Constant Contact, not on this list: Jordan Lee Shall I add the 5 new contacts? Tell me if you have permission to email them and on what basis.
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts
constant-contact-get-contact-list
constant-contact-get-campaign-unsubscribe
constant-contact-get-contact
constant-contact-get-contact-list-member
constant-contact-add-contact

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales
Run it on your own Microsoft Dynamics 365 Sales data.

Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.

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The problem

Copying an account's contacts to a list brings back unsubscribes

When an account should start getting your newsletter, someone copies each contact from Dynamics 365 Sales into a Constant Contact list. By hand, people who unsubscribed get added back, contacts are duplicated and nobody records consent.

Without PopdockAI

  • Copy contacts from the account one by one
  • Search Constant Contact for each email
  • Add back someone who unsubscribed
  • Leave no record of the consent basis

With PopdockAI

  • Each contact is sorted as unsubscribed, on the list, elsewhere in Constant Contact or new
  • Anyone who unsubscribed is never added
  • Permission is set only when you state a consent basis
  • Each added person is checked on the list afterwards

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Add the contacts at the Dynamics 365 Sales account `{account-name}` to the Constant Contact list `{list-name}`. Nothing is created until the user confirms.

**Step 1: Get the people from Dynamics 365 Sales**

Call `dynamics-365-sales-get-accounts` with `account-name` set to `{account-name}`, then `account-name.contains` if nothing comes back. If more than one account matches, list them and stop.

Call `dynamics-365-sales-get-contacts` with `parent-customer` set to the account-name. Keep contacts that have an email and whose status is not inactive.

**Step 2: Find the list in Constant Contact**

Call `constant-contact-get-contact-list` with `name` set to `{list-name}`, then `name.contains`. If none matches, say so and stop; do not create a list. If more than one matches, list them and stop. Note the `list-id`.

**Step 3: Sort each person**

For each email:

1. Call `constant-contact-get-campaign-unsubscribe` with `email-address`. If anything comes back, mark "unsubscribed, skip".
2. Call `constant-contact-get-contact` with `email-address`. If a contact exists, call `constant-contact-get-contact-list-member` with its `contact-id` and the `list-id`. Mark "already on the list" or "in Constant Contact but not on this list".
3. Otherwise mark "new, will be added".

**Step 4: Propose, then wait**

Show the four groups with name and email. Explain that no tool adds an existing Constant Contact contact to a list, so the "not on this list" group must be added by hand in Constant Contact. Ask the user to confirm adding the "new" group, and whether they have permission to email these people. Do not create anything until they answer.

**Step 5: Add the confirmed contacts**

For each confirmed person, call `constant-contact-add-contact` with `email`, `first-name`, `last-name`, `job-title`, `company-name` (the account name), `phone` (business-phone, else mobile-phone) and `list-id`. Set `permission-to-send` only if the user stated a consent basis in Step 4; otherwise leave it unset.

**Step 6: Confirm**

Call `constant-contact-get-contact-list-member` with `list-id` and each added email. Report added, skipped (with reason), needs manual list add, and failed, with counts.

**Rules & Guidelines:**

* dynamics-365-sales tools are on the dynamics-365-sales server; constant-contact tools are on the constant-contact server.
* The only write allowed is `constant-contact-add-contact`, once per confirmed person, after Step 4. Do NOT call `constant-contact-update-contact`, `constant-contact-add-contact-list`, `constant-contact-update-contact-list`, `constant-contact-add-campaign`, or any dynamics-365-sales create or update tool.
* Never add someone who has unsubscribed.

**Validation:**

* If the account has no contacts with an email, say so and stop.
* If a create fails, report it and continue; do not retry automatically.
* Match emails case-insensitively.

Who it's for

One answer, three teams that use it

Email marketers

Add a whole account to a list safely

Bring an account's contacts onto your list without re-adding anyone who left.

Add the contacts at Contoso in Dynamics 365 Sales to our Product Updates list in Constant Contact.

Account managers

Get your customer's team on the newsletter

Make sure everyone at your account hears your news, with no duplicate contacts created.

Put the Fabrikam contacts from Dynamics 365 Sales on the Customer Newsletter list.

Marketing operations

Keep consent recorded properly

Permission to email is set only when a consent basis is stated, so your records stay honest.

Add Northwind Traders contacts to the Events list in Constant Contact. They opted in at our October trade show.

How it works

What PopdockAI does when you ask

You name the account and an existing list and your AI assistant sorts its contacts against Constant Contact. You confirm the new people and the consent basis before anything is added.

01

Ask

You name the Dynamics 365 Sales account and an existing Constant Contact list.

Your AI tool

02

Sort

It reads the account's active contacts and checks each email for unsubscribes and list membership.

microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts
constant-contact-get-contact-list
constant-contact-get-campaign-unsubscribe
constant-contact-get-contact
constant-contact-get-contact-list-member

03

Confirm

You approve the new people and state the consent basis, if any.

No items found.

04

Add

It adds the confirmed contacts and checks each one is now on the list.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics 365 Sales and one secure connection to your AI tool. No code, no exports.

get-data

microsoft-dynamics-365-sales-get-accounts

Returns Dynamics 365 Sales accounts. Filter by city, annual revenue, status, industry, account number, email, account name and state, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

constant-contact-get-contact-list

Returns Constant Contact contact lists with their description, active member count and favorite flag. Filter by name, member count and favorite.
get-data

constant-contact-get-campaign-unsubscribe

Returns Constant Contact campaign unsubscribes with the reason given. Filter by campaign, campaign activity, contact, email address or domain, reason and date.
get-data

constant-contact-get-contact

Returns Constant Contact contacts with their name, email, company, job title, phone, location, tags and email permission. Filter by email address or domain, last name, company, state, permission and created date.
get-data

constant-contact-get-contact-list-member

Returns the members of Constant Contact contact lists with their email permission. Filter by list name or ID, contact, email address and permission.
run-action

constant-contact-add-contact

Creates a Constant Contact contact from an email address, name, company, job title, phone and email permission, optionally adding it to one contact list.
Read only.Nothing in Microsoft Dynamics 365 Sales 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

An account's people on your list, opt outs respected

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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