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Drip

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Capture hot Drip subscribers in Dynamics 365 Sales
Write
Cross-Connector

Make every hot Drip subscriber a Dynamics 365 Sales lead or task

For sales teams who want engaged Drip subscribers acted on in Dynamics 365 Sales without duplicate leads, by asking their AI assistant.

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Capture hot Drip subscribers in Dynamics 365 Sales
Check our top 50 Drip subscribers with a lead score over 75 and get them into Dynamics 365 Sales.
Checked 50 hot Drip subscribers against Dynamics 365 Sales. - New leads: 18 people not in the CRM - Follow-up tasks: 27 known contacts or open leads, each naming score and tags - Left alone: 5 disqualified leads Shall I create the 18 leads and 27 tasks?
Drip
Sample figures. Your results come from your own account.
drip-get-subscriber
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-create-lead
microsoft-dynamics-365-sales-create-task

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Drip

Drip
Run it on your own Drip data.

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

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The problem

High Drip lead scores never show up in Dynamics 365 Sales

Acting on hot Drip subscribers means checking each email against contacts and leads, then creating leads or tasks by hand. It is easy to duplicate a lead or revive someone sales already disqualified.

Without PopdockAI

  • Export high-scoring subscribers from Drip
  • Search Dynamics 365 Sales contacts and leads for each
  • Create leads and follow-up tasks by hand
  • Disqualified people come back by mistake

With PopdockAI

  • Each email is checked against contacts and leads
  • Disqualified people are left alone
  • You see proposed leads and tasks and drop any rows
  • New leads are read back and failures reported

The prompt

Use this prompt

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

Prompt
**Objective:** Make sure every Drip subscriber with a lead score of at least `{min-lead-score}` (default 50) is being worked in Dynamics 365 Sales. Check at most `{max-subscribers}` subscribers (default 25).

**Step 1: Hot subscribers in Drip**

Call `drip-get-subscriber` with `lead-score.min` = `{min-lead-score}` (50 if blank), `status` = active and `max-records` = `{max-subscribers}` (25 if blank).

**Step 2: Check each email in Dynamics 365 Sales**

For each subscriber, call `dynamics-365-sales-get-contacts` with `email` set to the subscriber's email, then `dynamics-365-sales-get-leads` with the same `email`. Put each person in one group:

* **Not in CRM** - no contact and no lead.
* **Open lead or contact** - a lead or active contact exists.
* **Disqualified** - only a disqualified lead exists. Leave these alone.

**Step 3: Propose and confirm**

Show both groups as a table: email, name, lead-score, tags, CRM record and owner. Propose:

* for **Not in CRM**: one `dynamics-365-sales-create-lead` each, with email, first-name and last-name from Drip, topic "Drip lead score <score>", and company-name only if Drip has one.
* for **Open lead or contact**: one `dynamics-365-sales-create-task` each, with subject "Follow up with <name> (<email>), Drip lead score <score>" and the subscriber's tags in description.

Ask the user to confirm, and let them drop rows. Do nothing until they say yes.

**Step 4: Create and confirm**

Create only the confirmed rows. Then re-run `dynamics-365-sales-get-leads` by email for each new lead to confirm it exists, and report what was created, what was skipped and anything that 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 tools allowed are `dynamics-365-sales-create-lead` and `dynamics-365-sales-create-task`, once per confirmed row.
* Leave `regarding-id` blank on tasks; the read tools do not return record ids, so name the person in the subject instead.
* Never create a lead for someone who already has a contact or lead with that email.
* Do not call any Drip write tool, such as `drip-update-subscriber` or `drip-add-subscriber-tag`.

**Validation:**

* If no subscriber meets the score, say so and stop.
* If a create fails, report the error for that row and carry on with the rest.

Who it's for

One answer, three teams that use it

Sales reps

Get follow-up tasks for engaged contacts

Known contacts who are engaging in Drip get a task naming their score and tags, so you know who to call and why.

Create Dynamics 365 Sales follow-ups for Drip subscribers scoring 80 or more that we already know.

Sales managers

Make sure no hot subscriber goes unworked

Every high scorer ends up as a new lead or a task for an existing one, without duplicating leads your team already owns.

Get our top 100 Drip leads above a score of 65 into Dynamics 365 Sales as leads or tasks.

Marketing operations

Respect sales decisions on disqualified leads

People sales has disqualified are left alone, so marketing never pushes someone back into the pipeline by accident.

Which hot Drip subscribers are new to Dynamics 365 Sales? Propose leads for them but skip anyone disqualified.

How it works

What PopdockAI does when you ask

You set a lead score and your AI assistant sorts Drip subscribers into new, open and disqualified. Leads and tasks are created only after you confirm.

01

Ask

You set a minimum lead score and how many subscribers to check.

Your AI tool

02

Check

It checks each email against contacts and leads and leaves disqualified people alone.

drip-get-subscriber
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads

03

Confirm

It proposes leads and follow-up tasks, and you drop any rows.

No items found.

04

Create

It creates them, reads new leads back and reports any failures.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

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

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

microsoft-dynamics-365-sales-get-leads

Returns Dynamics 365 Sales leads. Filter by created date, name, status, rating, owner, company name, email and lead source, and cap how many records come back.
run-action

microsoft-dynamics-365-sales-create-lead

Creates a sales lead in Dynamics 365 Sales. Takes the topic and last name, plus optional company name, email, lead source, business phone, first name, job title and rating.
run-action

microsoft-dynamics-365-sales-create-task

Creates a task (a to-do activity) in Dynamics 365 Sales, optionally about a record. Takes the subject, plus optional priority, due date, description and regarding record.
Read only.Nothing in Drip 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

Every hot subscriber becomes a lead or a follow-up

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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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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