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Follow up Mailchimp campaign clickers from Capsule CRM
For sales teams who want owners to hear when a known contact clicks a Mailchimp campaign, with a task created by their AI assistant.
On this page
Connector
Connect Capsule CRM, pick your AI tool and paste the prompt.
The problem
Campaign clicks never reach the account owner
When a known contact clicks a Mailchimp campaign, their Capsule CRM owner should hear about it, but click data never reaches the CRM. Building follow ups means exporting clicks, matching emails and writing tasks one at a time.
Without PopdockAI
- Export click activity from the campaign
- Match each email to Capsule CRM
- Look up the contact's owner
- Write follow up tasks one at a time
With PopdockAI
- Clickers and the links they chose are collected
- Each is matched to Capsule CRM by email only
- Open tasks are skipped, unknown people listed not created
- You see every planned task and confirm first
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Create a Capsule CRM follow-up task for each known contact who clicked the Mailchimp campaign named `{campaign-name}`, due in `{due-in-days}` days (default 2), assigned to the contact's Capsule owner.
**Step 1: Identify the campaign**
Call `mailchimp-get-campaign` with `title.contains` set to `{campaign-name}`. If more than one matches, list them (title, send-date, campaign-id) and stop. If none matches, say so and stop.
**Step 2: Collect the clickers**
Call `mailchimp-get-campaign-email-activity` with the `campaign-id` and `action` set to click. Group by `email-address` with the click count and URLs clicked. Keep at most 25 people, highest click count first.
**Step 3: Match to Capsule CRM and resolve owners**
For each email, call `capsule-crm-get-party` with `email` set to that address. Keep only exact single matches; set aside "not in Capsule CRM" and "ambiguous" people.
For each distinct `owner-name`, call `capsule-crm-get-user` with `name` set to it to get the `user-id`. If a party has no owner or the owner cannot be resolved, create its task unassigned and say so.
Skip any party that already has an open task for this campaign: call `capsule-crm-get-task` with `party-id` and `description.contains` set to the campaign title.
**Step 4: Confirm**
Show the planned tasks as a table: contact, organization, owner, due date, task description. The description is "Follow up: clicked <campaign title>" and the detail lists the URLs clicked. Also list the people skipped and why. Ask the user to confirm. Do not create anything until they do.
**Step 5: Create and report**
After confirmation, call `capsule-crm-add-task` once per row with `party-id`, `description`, `detail`, `due-on` (today plus `{due-in-days}` days, default 2) and `owner-id`. Report each task as created or failed with the error.
**Rules & Guidelines:**
* Tools whose names start with mailchimp are on the mailchimp MCP server; tools whose names start with capsule-crm are on the capsule-crm MCP server. If a tool from either server is not available, stop and say which server is not connected rather than working around it.
* Match records across the two systems on email address only, compared case-insensitively with surrounding spaces trimmed. Never match on name alone.
* The only write tool this prompt may call is `capsule-crm-add-task`. Do not call any other write tool on either server: on Mailchimp `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-segment-member`, `mailchimp-add-customer`, `mailchimp-update-customer`, `mailchimp-update-order`, `mailchimp-update-product`, `mailchimp-start-automation`, `mailchimp-pause-automation`, `mailchimp-replicate-campaign`; on Capsule CRM `capsule-crm-add-party`, `capsule-crm-update-party`, `capsule-crm-add-note`, `capsule-crm-update-note`, `capsule-crm-update-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `capsule-crm-add-case`, `capsule-crm-update-case`.
* Never create Capsule parties for unmatched clickers.
**Validation:**
* If no clickers match Capsule CRM, report that and stop without asking for confirmation.
* If a create fails, continue with the rest and list the failures at the end.Who it's for
One answer, three teams that use it
Sales reps
Know when your contacts show interest
Get a task when a contact clicks, with the links they chose.
Create Capsule CRM tasks for people who clicked our Spring Pricing campaign, due in 3 days.
Email marketers
Hand engaged contacts to sales
Turn campaign clicks into owner tasks without exporting anything.
Who clicked the Contoso Webinar Invite campaign, and can you set Capsule CRM follow ups?
Sales managers
Make campaigns produce conversations
Check every engaged contact gets followed up by their owner.
Plan follow up tasks for clickers of the November Newsletter in Capsule CRM.
How it works
What PopdockAI does when you ask
You name the campaign and your AI assistant plans a follow up for each known clicker. Nothing is created until you have seen the tasks and said yes.
01
Ask
You name the campaign and how many days until tasks are due.
02
Read
It collects clickers and the links each one chose.
03
Match
It matches them to Capsule CRM by email and skips existing tasks.
04
Confirm
You see every planned task, then say yes.
What PopdockAI provides
The tools behind the answer
Ready made tools for Capsule CRM and one secure connection to your AI tool. No code, no exports.
mailchimp-get-campaign
mailchimp-get-campaign-email-activity
capsule-crm-get-party
capsule-crm-get-user
capsule-crm-get-task
capsule-crm-add-task
capsule-crm-add-party
capsule-crm-update-party
capsule-crm-add-note
capsule-crm-update-note
capsule-crm-update-task
capsule-crm-add-opportunity
capsule-crm-update-opportunity
capsule-crm-add-case
capsule-crm-update-case
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
Interest followed up while the click is recent
Related use cases
More ways to put this data to work
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Ask your AI to add a person to Capsule CRM and it checks for duplicates, matches the organization and owner, and saves only after you confirm.
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Create a Capsule CRM opportunity
Ask your AI to create a Capsule CRM opportunity and it finds the party, checks for a similar open deal, sets the milestone and owner, and creates it after you confirm.
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