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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.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It reads the person's Drip status, lead score, tags and campaigns.
03
Find
It finds them in Dynamics 365 Sales and reads opportunities and cases.
04
Report
You get one briefing with watch-outs such as an opt-out on an open deal.
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.
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
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
One briefing on marketing, deals and support
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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