Connectors

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Drip

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Drip and Dynamics 365 Sales contact profile
Report
Cross-Connector

Brief yourself on a person across Drip and Dynamics 365 Sales

For reps preparing a meeting who want Drip engagement, deals and support cases for one person, by asking their AI assistant.

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Drip and Dynamics 365 Sales contact profile
Brief me on sam@fabrikam.com from Drip and Dynamics 365 Sales before tomorrow's meeting.
Sam Patel at Fabrikam has an open deal but unsubscribed in Drip. - Drip: unsubscribed, lead score 41 - Open deal: Fabrikam renewal, 48,000, Propose stage, closes 2026-11-30 - Recent: 1 win in July - Cases: 1 open support case Want the full deal and case list?
Drip
Sample figures. Your results come from your own account.
drip-get-subscriber
drip-get-campaign-subscriber
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-incidents

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

Meeting prep takes four searches in two systems

A rep needs Drip engagement plus Dynamics 365 Sales deals, wins, losses and cases before a meeting. Gathering it means separate searches, and conflicts like an unsubscribed buyer go unseen.

Without PopdockAI

  • Look up the person in Drip
  • Search Dynamics 365 Sales contacts and leads
  • Open their opportunities and cases
  • Miss an opt out on an open deal

With PopdockAI

  • Drip status, score, tags and campaigns are read
  • The contact or lead is found in Dynamics 365 Sales
  • Opportunities, wins, losses and open cases are added
  • Watch-outs are listed and nothing is created or updated

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 Drip marketing activity with their Dynamics 365 Sales record.

**Step 1: Drip profile**

Call `drip-get-subscriber` with `email` = `{email}`. Note status, lead-score, lifetime-value, tags, created-date and person-id. Then call `drip-get-campaign-subscriber` with `email` = `{email}` to list every campaign they are in and their campaign-status.

**Step 2: Find them in Dynamics 365 Sales**

Call `dynamics-365-sales-get-contacts` with `email` = `{email}`. If no contact comes back, call `dynamics-365-sales-get-leads` with `email` = `{email}`. If several contacts match, list them all and use each one's parent-customer in step 3.

**Step 3: Commercial context**

Take the contact's parent-customer (or the lead's company-name) and call `dynamics-365-sales-get-opportunities` with `potential-customer` set to it, and `dynamics-365-sales-get-incidents` with `customer` set to it. If the exact value returns nothing, retry once with `potential-customer.contains` / `customer.contains`.

**Step 4: Report**

* **Marketing (Drip):** status, lead score, lifetime value, tags, campaigns and their status.
* **CRM (Dynamics 365 Sales):** contact or lead, account, owner, status.
* **Deals:** open opportunities with est-revenue, sales-stage and est-close-date; recent won or lost ones.
* **Support:** open cases with priority and case-type.
* **Watch-outs:** anything that conflicts, for example unsubscribed in Drip but an open opportunity, or a high lead score with no CRM record at all.

**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".
* This prompt is read-only. Do not call `drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-unsubscribe-subscriber`, `dynamics-365-sales-create-lead`, `dynamics-365-sales-update-contact` or any other create, update, add, remove, pause or activate tool.

**Validation:**

* If Drip has no subscriber with `{email}`, say so and still report the Dynamics 365 Sales side.
* If neither contacts nor leads match in Dynamics 365 Sales, report the person as "in Drip, not in CRM" and skip step 3.
* If both systems return nothing, say the email is unknown to both and stop.

Who it's for

One answer, three teams that use it

Account executives

Prep a meeting in one message

Get open deals, recent wins and losses, open cases and email engagement for a person in one briefing.

Brief me on kim@contoso.com from Drip and Dynamics 365 Sales.

Customer success managers

See open cases before a check-in

Know about support issues and email engagement before you speak to a customer.

Does lee@northwindtraders.com have open cases in Dynamics 365 Sales, and how engaged are they in Drip?

Sales managers

Spot risks on key deals

Watch-outs such as an opt out on an open opportunity are flagged so you can plan around them.

Any watch-outs for ana@fabrikam.com across Drip and Dynamics 365 Sales before our renewal meeting?

How it works

What PopdockAI does when you ask

You give an email address and your AI assistant builds a briefing from Drip and Dynamics 365 Sales. It matches on email only and changes nothing.

01

Ask

You give an email address.

Your AI tool

02

Read

It reads the person's Drip status, lead score, tags and campaigns.

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

03

Find

It finds them in Dynamics 365 Sales and reads opportunities and cases.

microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-get-opportunities
microsoft-dynamics-365-sales-get-incidents

04

Report

You get one briefing with watch-outs such as an opt-out on an open deal.

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

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.
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.
get-data

microsoft-dynamics-365-sales-get-opportunities

Returns Dynamics 365 Sales opportunities. Filter by owner, status, sales stage, probability, estimated close date, topic, potential customer and estimated revenue, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-incidents

Returns Dynamics 365 Sales cases. Filter by case title, status, customer, priority, owner, case type, created date and case number, and cap how many records come back.
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

One briefing on marketing, deals and support

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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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