Connectors

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Drip

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Drip campaign engagement to Dynamics 365 Sales pipeline
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Cross-Connector

Connect a Drip campaign to real Dynamics 365 Sales pipeline

For marketers who want to show which Dynamics 365 Sales opportunities a Drip campaign's subscribers are linked to, by asking their AI assistant.

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Drip campaign engagement to Dynamics 365 Sales pipeline
Which open Dynamics 365 Sales opportunities are linked to subscribers of our Drip Product Launch campaign?
37 of 100 Product Launch subscribers match Dynamics 365 Sales contacts across 21 accounts. - Open opportunities: 14, total estimated revenue 612,000, each counted once - Largest: Contoso platform deal, 120,000, Develop stage - Owners: 6 sales reps - Note: subscribers are linked to these deals, not proof they generated them Want the table of accounts and deals?
Drip
Sample figures. Your results come from your own account.
drip-get-campaign
drip-get-campaign-subscriber
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-opportunities

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

Marketing cannot show which pipeline a campaign touches

Proving a Drip campaign touches real Dynamics 365 Sales pipeline means matching subscribers to contacts, rolling up to accounts and pulling opportunities. Deals get counted twice when several subscribers share an account.

Without PopdockAI

  • Export campaign subscribers from Drip
  • Match them to CRM contacts by email
  • Roll up to accounts and pull opportunities
  • Remove deals counted more than once

With PopdockAI

  • Up to 100 subscribers are matched to contacts by email
  • Opportunities are pulled for the matched accounts
  • Each deal is counted once in the total
  • Framed as linked, not generated, and nothing is changed

The prompt

Use this prompt

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

Prompt
**Objective:** For the Drip campaign `{campaign-name}`, find which subscribers belong to accounts with Dynamics 365 Sales opportunities in status `{opportunity-status}` (default Open), and total the revenue involved.

**Step 1: Campaign subscribers in Drip**

Call `drip-get-campaign` with `name` = `{campaign-name}`; if nothing matches, retry with `name.contains`. If several campaigns match, list them and stop. Then call `drip-get-campaign-subscriber` with `campaign-id` set to the campaign's campaign-id. Check at most 100 subscribers and say if the list was cut short.

**Step 2: Carry each email into Dynamics 365 Sales**

For each subscriber email, call `dynamics-365-sales-get-contacts` with `email` set to it. For each contact found, take its parent-customer.

**Step 3: Opportunities**

For each distinct parent-customer, call `dynamics-365-sales-get-opportunities` with `potential-customer` set to it and `status` = `{opportunity-status}` (Open if blank).

**Step 4: Report**

* Campaign name, status, active-subscribers, and how many subscribers you checked.
* How many subscribers matched a CRM contact, and how many did not.
* A table of accounts with opportunities: account, subscribers from the campaign, opportunity topic, est-revenue, sales-stage, est-close-date, owner.
* Total est-revenue across those opportunities, counting each opportunity once even when several subscribers share an account.

**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".
* Association is not attribution. Say "subscribers linked to" these opportunities, never that the campaign "generated" them.
* This prompt is read-only. Do not call `drip-pause-campaign`, `drip-activate-campaign`, `drip-remove-subscriber-from-campaign`, `dynamics-365-sales-update-opportunity` or any other write tool.

**Validation:**

* If the campaign has no subscribers, say so and stop.
* If no subscriber matches a CRM contact, report that plainly; it usually means the two systems hold different email addresses for the same people.

Who it's for

One answer, three teams that use it

Marketing managers

Show the pipeline a campaign reaches

See accounts and opportunities linked to a campaign's subscribers, with total revenue counted once.

What open Dynamics 365 Sales pipeline is linked to our Drip Webinar Follow Up campaign?

Sales managers

Know which deals marketing is touching

See the topic, stage, owner and close date of deals whose contacts are in a campaign.

Which Dynamics 365 Sales deals have contacts in the Drip Enterprise Nurture campaign, and who owns them?

Marketing analysts

Report campaign reach without overstating it

Get matched counts and pipeline totals described as linked to deals, never as having generated them.

How many subscribers of the Drip Q3 Launch campaign match Dynamics 365 Sales contacts with won opportunities?

How it works

What PopdockAI does when you ask

You name a Drip campaign and opportunity status, and your AI assistant links its subscribers to Dynamics 365 Sales pipeline. It changes nothing and says when the list was cut short.

01

Ask

You name a Drip campaign and an opportunity status, open by default.

Your AI tool

02

Read

It reads up to 100 subscribers and matches them to contacts by email.

drip-get-campaign
drip-get-campaign-subscriber
microsoft-dynamics-365-sales-get-contacts

03

Pull

It reads opportunities for the matched accounts.

microsoft-dynamics-365-sales-get-opportunities

04

Report

You get accounts, deals and total revenue with each deal counted once.

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-campaign

Returns Drip email series campaigns with status, active and unsubscribed counts, number of emails, sender and opt-in settings. Filter by name, status, minimum active subscribers or created date.
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-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.
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

Campaign-linked pipeline, counted once and framed honestly

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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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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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