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Show which campaigns reach accounts with live Dynamics 365 pipeline
For marketers who want Constant Contact engagement tied to Dynamics 365 Sales contacts, leads and open opportunities, by asking their AI assistant.
On this page
Connector
Connect Constant Contact, pick your AI tool and paste the prompt.
The problem
Clicks and pipeline never meet
Marketing wants to show a campaign reached people who matter to sales, but Constant Contact knows the clicks and Dynamics 365 Sales knows the pipeline. Linking them means matching each engaged email and then looking up open opportunities at each account.
Without PopdockAI
- Export clicks or opens from Constant Contact
- Match each email to a contact or lead
- Look up open opportunities account by account
- Add up revenue in a spreadsheet
With PopdockAI
- Unique engagers are collected from clicks or opens
- Each is matched to a Dynamics 365 Sales contact or lead
- Open opportunities are rolled up with revenue and close dates
- It never claims cause, and nothing changes
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Show which Dynamics 365 Sales contacts, leads and open opportunities sit behind the people who engaged with the Constant Contact campaign `{campaign-name}`. Engagement means `{engagement-type}`: `clicks` (the default) or `opens`. This is read-only.
**Step 1: Find the campaign in Constant Contact**
Call `constant-contact-get-campaign` with `name` set to `{campaign-name}`. If nothing comes back, retry with `name.contains`. If more than one matches, list them with status and last-sent-date, and stop. Note the campaign's sends, opens and clicks totals.
**Step 2: Collect who engaged**
With the `campaign-id`, call `constant-contact-get-campaign-click` (or `constant-contact-get-campaign-open` when `{engagement-type}` is opens), `max-records` 500. Reduce to unique email addresses, keeping each person's first-name, last-name and, for clicks, the links they clicked.
**Step 3: Match each email in Dynamics 365 Sales**
For each email, call `dynamics-365-sales-get-contacts` with `email`. If that is empty, call `dynamics-365-sales-get-leads` with `email`. If both are empty, the person is "unknown to CRM".
Collect the distinct parent-customer values from the matched contacts. For each, call `dynamics-365-sales-get-opportunities` with `potential-customer` set to it, and keep the open ones.
**Step 4: Report**
1. The campaign: name, last-sent-date, sends, opens, clicks.
2. Engaged people by CRM status: contact, lead, unknown to CRM, with counts.
3. A table of accounts with open pipeline: account, engaged people at it, number of open opportunities, total est-revenue, nearest est-close-date, owner.
4. Engaged leads: name, company, rating, owner.
5. Engaged people unknown to CRM: name and email only. Suggest the capture-campaign-leads prompt to create them as leads.
**Rules & Guidelines:**
* constant-contact tools are on the constant-contact server; dynamics-365-sales tools are on the dynamics-365-sales server.
* Read-only. Do NOT call `dynamics-365-sales-create-lead`, `dynamics-365-sales-update-opportunity`, `dynamics-365-sales-create-task`, `constant-contact-resend-campaign-to-non-openers` or any other create, update, add or resend tool.
* Do not claim the campaign caused an opportunity; report only that engaged people are at accounts with open pipeline.
**Validation:**
* If nobody engaged, report the campaign's totals and stop.
* If 500 engagement rows come back, say the list was truncated.
* Match emails case-insensitively.Who it's for
One answer, three teams that use it
Marketing managers
Show campaigns reach live pipeline
Estimated revenue at engaged accounts gives sales a number they already trust.
What open Dynamics 365 Sales pipeline sits behind the people who opened our Contoso Summit invite?
Sales managers
See which deals are warming up
Accounts with open opportunities and fresh email engagement are worth a nudge.
Which open opportunities belong to accounts whose contacts clicked our Pricing Update email?
Marketing operations
Find engagers the CRM does not know
Unknown people and engaged leads are listed separately, ready for follow-up.
List clickers on our Q4 Launch campaign who are not in Dynamics 365 Sales at all.
How it works
What PopdockAI does when you ask
You name a campaign and your AI assistant links its engagers to open pipeline in Dynamics 365 Sales. It only reads.
01
Ask
You name the campaign and choose clicks or opens.
02
Collect
It gathers the unique people who engaged.
03
Match
It matches each to a Dynamics 365 Sales contact or lead.
04
Report
You get open pipeline at matched accounts, with nothing changed.
What PopdockAI provides
The tools behind the answer
Ready made tools for Constant Contact and one secure connection to your AI tool. No code, no exports.
constant-contact-get-campaign
constant-contact-get-campaign-click
constant-contact-get-campaign-open
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-get-opportunities
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
Campaign reach shown in numbers sales recognizes
Related use cases
More ways to put this data to work
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.

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