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Add paying Business Central customers to Drip, consent confirmed
For marketing teams who want billed customers in Drip for product news and offers, by asking their AI assistant to find and add the missing ones.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
Paying customers never hear from you in Drip
Customers billed in Business Central often never reach Drip, so they miss product news and offers. Closing the gap means exporting, removing blocked customers and blanks, and checking each email without re-adding anyone who unsubscribed.
Without PopdockAI
- Export customers and strip blocked ones and blanks
- Search each email in Drip
- Risk re-adding someone who unsubscribed
- Add subscribers without checking consent
With PopdockAI
- Blocked customers and empty emails are skipped
- Unsubscribed people count as present and are never re-added
- You confirm you have consent before anything is written
- Each new subscriber is read back with its tag and country
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Business Central customers (optionally for salesperson `{salesperson-code}`) whose email is not in Drip, and add them to Drip tagged `{tag}` (default Customer) once the user confirms. Use Business Central company `{bc-company}` if given.
**Step 1: Read customers**
Call `business-central-get-customer`, with `salesperson-code` set to `{salesperson-code}` if given. Keep `customer-number`, `name`, `email`, `country-code`, `blocked`. Skip blocked customers and customers with no email, and count both.
**Step 2: Check Drip**
For each remaining email, call `drip-get-subscriber` with `email` set to it. A customer is missing when nothing comes back. A subscriber who exists with status unsubscribed is NOT missing; never re-add them.
**Step 3: Confirm**
List the missing customers (customer number, name, email). Remind the user that adding people to Drip means emailing them, and ask them to confirm they have consent to market to these customers. Do not write anything until they confirm.
**Step 4: Add and confirm**
For each confirmed customer, call `drip-add-subscriber` with `email`, `tags` set to the tag, `prospect` set to false, and `country` from `country-code`. Do not set `status` or `eu_consent`. Then re-read each with `drip-get-subscriber` and report the new `person-id` or the error.
**Rules & Guidelines:**
* Tools whose names start with drip are on the drip server; tools whose names start with business-central are on the business-central server. Pass `{bc-company}` only to business-central tools.
* The only write tool allowed is `drip-add-subscriber`, after Step 3. Do NOT call `drip-add-subscriber-to-campaign`, `drip-start-subscriber-workflow` or any Business Central write tool.
**Validation:**
* If every customer is already in Drip, say so and stop.
* If Step 1 returns more than 200 customers, ask the user to narrow it with a salesperson code before continuing.
* Compare emails case-insensitively and ignoring surrounding spaces.Who it's for
One answer, three teams that use it
Lifecycle marketers
Reach customers with news and offers
Add the paying customers missing from Drip in one step, so your campaigns reach the people already buying from you.
Find Business Central customers who are not in Drip and add them tagged Customer.
Marketing operations
Respect every past unsubscribe
Anyone who unsubscribed counts as present and is left alone, so a sync never undoes someone choosing to leave.
Check which Business Central customers for salesperson AR are missing from Drip and add them with the tag Wholesale.
Account managers
Bring your accounts into nurture campaigns
Make sure the customers you manage are in Drip with the right tag, without asking marketing for an import.
Add my Business Central customers to Drip with the tag Key Account, but only the ones not already there.
How it works
What PopdockAI does when you ask
You optionally name a salesperson and a tag, and your AI assistant checks Business Central customers against Drip. It asks you to confirm consent before adding anyone.
01
Ask
You optionally name a salesperson and a tag.
02
Check
It reads unblocked customers with an email and checks each address in Drip.
03
Confirm
You see the missing customers and confirm you have consent to email them.
04
Add
It adds them with the tag and country and reads each one back.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics 365 Business Central and one secure connection to your AI tool. No code, no exports.
drip-get-subscriber
drip-add-subscriber
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
Customers in Drip with consent confirmed
Related use cases
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