Connectors

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Attio

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Attio deal contact engagement from Drip
Report
Cross-Connector

See Drip engagement for every contact on an Attio deal

For sales reps who ask their AI assistant whether the people on a deal are in Drip, how engaged they are and who to follow up with.

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Attio deal contact engagement from Drip
Show me how engaged the contacts on the Contoso renewal deal are in Drip.
Of 4 contacts on the Contoso renewal deal, 2 are active in Drip, 1 is unsubscribed and 1 is not in Drip. - Jordan Lee, VP Operations: active, lead score 64, in Spring nurture - Maria Costa, Buyer: active, lead score 31, in Onboarding tips - Alex Wong, IT Manager: unsubscribed, do not email - Follow up with: Jordan Lee, highest lead score Want the tags for each contact as well?
Attio
Sample figures. Your results come from your own account.
attio-get-record-deals
attio-get-record-people
drip-get-subscriber
drip-get-campaign-subscriber

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Attio

Attio
Run it on your own Attio data.

Connect Attio, pick your AI tool and paste the prompt.

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The problem

Deal calls start without knowing who is engaged

Before a deal call, a rep opens the deal in Attio, finds the company's contacts, then searches Drip for each one. It is slow, and an unsubscribed contact is easy to email by mistake.

Without PopdockAI

  • Open the deal and find the company's contacts in Attio
  • Search Drip for each contact one at a time
  • Note status, lead score and campaigns by hand
  • Email someone who has unsubscribed

With PopdockAI

  • The deal is found, and it stops if several match
  • Each contact at the company is looked up in Drip
  • Status, lead score, tags and campaigns are shown per contact
  • Unsubscribed contacts are flagged so they are not emailed

The prompt

Use this prompt

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

Prompt
**Objective:** For the Attio deal {deal-name}, report whether its company's contacts are Drip subscribers and which Drip campaigns they are in.

**Step 1: Find the deal in Attio**

Call `attio-get-record-deals` with deal-name.contains set to {deal-name}. If more than one deal matches, list them (name, stage, owner, associated-company) and stop. Take the associated company from the match.

**Step 2: Find the contacts**

Call `attio-get-record-people` with company set to that associated company. Keep name, job-title and email-addresses.

**Step 3: Look each contact up in Drip**

For each contact with an email, call `drip-get-subscriber` with the email, then `drip-get-campaign-subscriber` with the same email to list campaign-name, campaign-status and status. Contacts Drip does not know are reported as not subscribed.

**Step 4: Report**

Deal summary (stage, value, owner), then one row per contact: name, job title, Drip status, lead-score, tags and campaigns. end with the highest lead-score contact as the best person to follow up with, and anyone unsubscribed.

**Rules & Guidelines:**

* Servers: `attio-*` tools are on the Attio server; `drip-*` tools are on the Drip server. Both servers must be connected.
* Every Drip tool takes a company parameter: pass {drip-account-id} when it is not empty, otherwise omit it.
* Match people between the systems on email address, compared case-insensitively. Names are only a hint.
* Read-only. Do NOT call any Attio add, update, upsert or delete tool, and do NOT call `drip-add-subscriber-to-campaign`, `drip-remove-subscriber-from-campaign`, `drip-add-subscriber-tag` or any other Drip write tool.

**Validation:**

* If the deal has no associated company or the company has no people, say so and stop.
* Flag unsubscribed contacts clearly; they must not be recommended for outreach by email.

Who it's for

One answer, three teams that use it

Account executives

Find your most engaged contact on a deal

See lead scores and campaigns per contact, so you know who to call first and what they have read.

Who is most engaged in Drip on the Fabrikam expansion deal in Attio?

Sales managers

Check deal coverage before a forecast call

See whether the people on a deal are engaged or unsubscribed, to judge how warm the deal really is.

Show me Drip status and lead score for every contact on the Northwind Traders renewal deal.

Marketing managers

Keep nurture away from people who opted out

Unsubscribed contacts are flagged on every deal, so sales and marketing both avoid emailing them.

Are any contacts on the Contoso platform deal unsubscribed in Drip?

How it works

What PopdockAI does when you ask

You name an Attio deal and your AI assistant checks every contact on it in Drip. It reports only, and nothing is changed in either system.

01

Ask

You name an Attio deal.

Your AI tool

02

Find

It finds the deal, stops if more than one matches, then reads the contacts at its company.

attio-get-record-deals
attio-get-record-people

03

Check

It looks up each contact's email in Drip for status, lead score, tags and campaigns.

drip-get-subscriber
drip-get-campaign-subscriber

04

Report

You get a deal summary, a row per contact and the contact with the highest lead score.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Attio and one secure connection to your AI tool. No code, no exports.

get-data

attio-get-record-deals

Returns deals from Attio CRM. Read-only; filter by the fields the tool offers.
get-data

attio-get-record-people

Returns people from Attio CRM. Read-only; filter by the fields the tool offers.
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.
Read only.Nothing in Attio 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

Know who is engaged on every deal

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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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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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