Write

Cross-Connector

Enrol an account's contacts in a Drip campaign, opt-outs respected

For marketers who want the right people at a Dynamics 365 Sales account in a Drip nurture campaign without duplicates, by asking their AI assistant.

Add Dynamics 365 Sales account contacts to a Drip campaign

Enrol the finance contacts at Contoso from Dynamics 365 Sales in our Drip campaign Q4 Finance Nurture.

Contoso has 6 active contacts with Finance in their job title, and 3 can be added. - Add: 3 contacts, 1 of them new to Drip, which Drip will create - Skip, unsubscribed: Jordan Lee - Skip, already in the campaign: 2 contacts The campaign is active. Shall I add the 3 contacts?

Microsoft Dynamics 365 Sales

Sample figures. Your results come from your own account.

drip-get-campaign

microsoft-dynamics-365-sales-get-contacts

drip-get-subscriber

drip-get-campaign-subscriber

drip-add-subscriber-to-campaign

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

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.

The problem

Imports into a nurture series bring back people who opted out

When an account needs a nurture series, someone exports its contacts, filters by job title and imports them into the Drip campaign. People already in the campaign get added again, and unsubscribed contacts can end up back on your mailing.

Without PopdockAI

Export the account's contacts
Filter by job title in a spreadsheet
Import them into the Drip campaign
Re-add people who unsubscribed

With PopdockAI

Each contact's email is looked up in Drip first
Every contact is marked add or skip with a reason
Unsubscribed people are never added
The campaign is re-read to report added, skipped and failed

The prompt

Use this prompt

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

Prompt

**Objective:** Enrol the active contacts of Dynamics 365 Sales account `{account-name}` in the Drip campaign `{campaign-name}`, optionally only those whose job title contains `{job-title}`.

**Step 1: The Drip campaign**

Call `drip-get-campaign` with `name` = `{campaign-name}`; if nothing matches, retry with `name.contains`. If several match, list them and stop. Note the campaign-id and status. If the campaign is not active, say so before going further.

**Step 2: Contacts in Dynamics 365 Sales**

Call `dynamics-365-sales-get-contacts` with `parent-customer` = `{account-name}` and `status` = Active, plus `job-title.contains` = `{job-title}` only when it was given. If nothing comes back, retry with `parent-customer.contains`; if that spans several accounts, list them and stop.

**Step 3: Check each contact in Drip**

For each contact with an email:

* call `drip-get-subscriber` with `email` set to it. If the status is unsubscribed, mark **Skip - unsubscribed**.
* call `drip-get-campaign-subscriber` with that `email` and `campaign-id`. If a row comes back, mark **Skip - already in campaign**.
* otherwise mark **Add**.

Contacts without an email are **Skip - no email**.

**Step 4: Confirm, then add**

Show the table: full-name, email, job-title, decision. Ask the user to confirm the **Add** rows. Do nothing until they say yes. Then call `drip-add-subscriber-to-campaign` once per confirmed row, with `email` and `campaign_id`.

**Step 5: Verify and report**

Re-run `drip-get-campaign-subscriber` with `campaign-id` and each added email. Report added, skipped (by reason) and failed.

**Rules & Guidelines:**

* `drip-*` tools are on the drip MCP server; `dynamics-365-sales-*` tools are on the dynamics-365-sales MCP server. If either set is missing, stop and say which server is not connected.
* Email is the only key shared by the two systems. Compare emails case-insensitively and trimmed. Never match on name alone; a name-only match is reported as "possible match, not confirmed".
* The only write tool allowed is `drip-add-subscriber-to-campaign`, once per confirmed contact. Note it creates the person in Drip if they are not there yet; say so in the confirmation.
* Never add anyone Drip shows as unsubscribed, and do not call `drip-update-subscriber` to change that.
* Do not call `drip-activate-campaign` or any Dynamics 365 Sales write tool such as `dynamics-365-sales-update-contact`.

**Validation:**

* If the account has no active contacts with email, say so and stop.
* If an add fails, report the error for that contact and continue.

Who it's for

One answer, three teams that use it

Lifecycle marketers

Enrol an account in a series quickly

Put the right people from an account into a Drip campaign without an export and import.

Enrol the IT contacts at Fabrikam from Dynamics 365 Sales in our Drip campaign Security Webinar Series.

Account executives

Nurture the buyers at your account

Filter by job title so only the people who matter get the series.

Add the procurement contacts at Northwind Traders to the Drip campaign Buyer Onboarding.

Marketing operations

Know why each contact was skipped

Unsubscribed, already enrolled and no email skips are explained, so nobody wonders where someone went.

Add all Contoso contacts from Dynamics 365 Sales to Drip campaign Q1 Renewal and tell me who was skipped.

How it works

What PopdockAI does when you ask

You name the account, the Drip campaign and optionally a job title, and your AI assistant checks each contact in Drip. You approve the rows to add, with a warning if the campaign is not active.

Ask

You name the account, the Drip campaign and optionally a job title to filter on.

Your AI tool

Check

It reads the account's active contacts and looks up each email in Drip.

drip-get-campaign

microsoft-dynamics-365-sales-get-contacts

drip-get-subscriber

drip-get-campaign-subscriber

Confirm

You approve the rows to add, with a warning if the campaign is not active.

No items found.

Verify

It adds them and re-reads the campaign to report added, skipped and failed.

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

drip-get-campaign

Returns Drip email series campaigns with status, active and unsubscribed counts, number of emails, sender and opt-in settings. Filter by name, status, minimum active subscribers or created date.

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

drip-get-subscriber

Returns Drip people (subscribers) with name, email, location, tags, status, GDPR consent, lead score and lifetime value. Filter by exact email, email domain, tag, status, country, minimum lead score, minimum lifetime value or date added.

get-data

drip-get-campaign-subscriber

Returns the people subscribed to each Drip email series campaign, with the campaign's status and the person's tags and lead score. Filter by campaign id or name, a person's email, subscriber status or minimum lead score.

run-action

drip-add-subscriber-to-campaign

Subscribes a person to a Drip email series campaign by email address. Drip creates the person if they are not in Drip yet.

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.

The outcome

The right contacts in the campaign, once

Related use cases

More ways to put this data to work

Flag Dynamics 365 Sales open-case customers in Drip

Ask your AI to flag customers with urgent open cases and it finds their contacts, shows which Drip campaigns still reach them, and tags them in Drip after you confirm.

Learn More

Reconcile Dynamics 365 Sales account contacts with Drip

Ask your AI to reconcile an account's contacts with Drip and it gives each contact one finding, from not in Drip to name differs, with suggested fixes and nothing changed.

Learn More

Tag won Dynamics 365 Sales customers in Drip

Ask your AI to tag new customers in Drip and it finds deals won in Dynamics 365 Sales, checks each contact in Drip, and tags them after you confirm.

Learn More

Advance a Dynamics 365 Sales opportunity

Ask your AI to update a Dynamics 365 Sales opportunity and it checks the change makes sense, shows a before and after, and saves it with a note explaining why.

Learn More

Capture a new Dynamics 365 Sales lead

Ask your AI to add a lead to Dynamics 365 Sales and it checks leads, contacts and accounts first, then creates the lead and a first contact task after you confirm.

Learn More

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.