Report

Cross-Connector

See a contact's deals and email engagement together

For sales reps who want Capsule CRM history and Drip engagement for one contact before a call, by asking their AI assistant.

Drip and Capsule CRM contact profile

Give me a profile of jordan@contoso.com from Capsule CRM and Drip before my call.

Jordan Lee at Contoso is highly engaged in Drip but has no open deal in Capsule CRM. - Capsule CRM: owner Sam Patel, last contact 2026-08-30, 1 open task - Deals: 1 won in 2025, none open - Drip: active, lead score 84, tags webinar and pricing - Next step: propose a renewal conversation Want the recent history too?

Drip

Sample figures. Your results come from your own account.

capsule-crm-get-party

capsule-crm-get-opportunity

capsule-crm-get-entry

capsule-crm-get-task

drip-get-subscriber

drip-get-campaign-subscriber

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Drip

Run it on your own Drip data.

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

The problem

Call prep means flipping between Capsule CRM and Drip

Before a call you want both the pipeline position and the email engagement of a contact. That means checking Capsule CRM for deals and history, then Drip for score and tags, and stitching it together yourself.

Without PopdockAI

Search Capsule CRM for deals, tasks and history
Look up the same person in Drip
Copy score, tags and campaigns into notes
Guess at the next step

With PopdockAI

Capsule CRM deals, tasks and recent history are read
Drip status, score, tags and campaigns are added
One profile ends with a suggested next step
Read-only, nothing changes in either system

The prompt

Use this prompt

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

Prompt

**Objective:** Build a single profile of the person with email `{email}`, combining their Capsule CRM sales record with their Drip marketing activity, covering history from the last `{lookback-days}` days (default 90).

**Step 1: Find them in Capsule CRM**

Call `capsule-crm-get-party` with `email` set to `{email}`. Keep `party-id`, `name`, `organization-name`, `job-title`, `owner-name` and `last-contacted-date`. If it returns more than one party, list them and stop.

**Step 2: Their Capsule CRM deals and history**

* Call `capsule-crm-get-opportunity` with `party-name.contains` set to the party's `name`. Keep only rows whose `party-name` equals that name exactly. Split them into open (no `closed-on-date`) and closed.
* Call `capsule-crm-get-entry` with `party-id` set to the party's `party-id` and `date.from` set to `{lookback-days}` days before today. Keep `date`, `type`, `subject` and `creator-name`.
* Call `capsule-crm-get-task` with `party-id` set to the party's `party-id` and `status` set to open.

**Step 3: Their Drip activity**

* Call `drip-get-subscriber` with `email` set to `{email}`. Keep `status`, `lead-score`, `lifetime-value`, `tags` and `created-date`.
* Call `drip-get-campaign-subscriber` with `email` set to `{email}`. Keep `campaign-name`, `campaign-status` and `status`.

**Step 4: Report**

* **Who** - name, organization, job title, Capsule owner, last contacted.
* **Marketing** - Drip status, lead score, lifetime value, tags, and the campaigns they are in.
* **Sales** - open opportunities (name, milestone, value, expected close), closed ones, and open tasks.
* **Recent history** - the Capsule CRM entries, newest first.
* **Read** - two or three sentences: how engaged they are in marketing against where they are in the sales process, and one suggested next step.

**Rules & Guidelines:**

* Tools whose names start with drip- are on the drip MCP server; tools whose names start with capsule-crm- are on the capsule-crm MCP server. If either set is missing, stop and say which server is not connected.
* This prompt is read-only.
* Do NOT call these Drip tools: `drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-remove-subscriber-tag`, `drip-add-subscriber-to-campaign`, `drip-remove-subscriber-from-campaign`, `drip-remove-subscriber-from-all-campaigns`, `drip-unsubscribe-subscriber`, `drip-start-subscriber-workflow`, `drip-remove-subscriber-from-workflow`, `drip-activate-campaign`, `drip-pause-campaign`, `drip-activate-workflow`, `drip-pause-workflow`.
* Do NOT call these Capsule CRM tools: `capsule-crm-add-party`, `capsule-crm-update-party`, `capsule-crm-add-note`, `capsule-crm-update-note`, `capsule-crm-add-task`, `capsule-crm-update-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `capsule-crm-add-case`, `capsule-crm-update-case`.

**Validation:**

* If Capsule CRM has no party with this email, report the Drip side alone and say the person is not in Capsule CRM.
* If Drip has no subscriber with this email, report the Capsule CRM side alone and say they are not on the Drip list.
* If neither system knows the email, say so and stop.

Who it's for

One answer, three teams that use it

Account executives

Prep a call in one message

See open deals, tasks and recent notes beside email engagement, without opening two systems.

What do Capsule CRM and Drip say about maria@northwindtraders.com? I have a call in ten minutes.

Sales managers

Review a contact before a deal review

Check how engaged a key contact is and where their deals stand, with a suggested next step.

Profile alex@fabrikam.com from Capsule CRM and Drip over the last 180 days.

Marketing managers

See how marketing touches a sales contact

Understand which campaigns a contact receives while sales is working their deal.

Which Drip campaigns is chris@contoso.com in, and what stage are their Capsule CRM opportunities?

How it works

What PopdockAI does when you ask

You give an email address and your AI assistant builds one profile from Capsule CRM and Drip. It only reads, so nothing in either system changes.

Ask

You give an email address and optionally a window, 90 days by default.

Your AI tool

Read

It reads the Capsule CRM person, opportunities, tasks and recent history.

capsule-crm-get-party

capsule-crm-get-opportunity

capsule-crm-get-task

capsule-crm-get-entry

Add

It reads Drip status, lead score, value, tags and email series.

drip-get-subscriber

drip-get-campaign-subscriber

Report

You get one profile with a short read and a suggested next step.

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

capsule-crm-get-party

Returns people and organizations from Capsule CRM with email, phone, job title, organization, location, owner and last contacted date. Filter by name, email, type, organization, owner, city, state or country.

get-data

capsule-crm-get-opportunity

Returns Capsule CRM sales opportunities with milestone, value, currency, probability, expected close date, owner and lost reason. Filter by name, party, owner, milestone, value range, expected close date or closed date.

get-data

capsule-crm-get-entry

Returns Capsule CRM history entries (notes, emails and completed activities) with subject, content, creator and activity type. Filter by date range, type, activity type, creator, subject, party, opportunity or project.

get-data

capsule-crm-get-task

Returns Capsule CRM tasks with due date, status, owner, category and the linked party, opportunity or project. Filter by status, due date range, owner, category, party or description.

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 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.

The outcome

Walk into every call with the full story

Related use cases

More ways to put this data to work

Log Drip unsubscribes as Capsule CRM notes

Ask your AI to log Drip unsubscribes in Capsule CRM and it matches each by email, skips people already noted, and adds notes after you confirm.

Learn More

Find hot Drip leads with no Capsule CRM opportunity

Ask your AI which hot Drip leads have no Capsule CRM opportunity and it checks each person and their organization for open deals and ranks the gaps.

Learn More

Show a Drip campaign's audience in Capsule CRM

Ask your AI to show a Drip campaign's audience in Capsule CRM and it lists subscribers by owner with any open deal, plus the ones sales does not know.

Learn More

Add tagged Drip subscribers to Capsule CRM

Ask your AI to add tagged Drip subscribers to Capsule CRM and it checks each email, skips existing people, and creates the rest with a tag after you confirm.

Learn More

Reconcile Drip subscribers with Capsule CRM contacts

Ask your AI to reconcile Drip with Capsule CRM and it matches by email into in both, Drip only, opted out but still a contact, and duplicate emails.

Learn More

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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