Connectors

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Drip

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Find Drip opt-outs with open Dynamics 365 Sales deals
Report
Cross-Connector

See which Dynamics 365 Sales contacts opted out of email

For sales teams who want Drip unsubscribers checked against Dynamics 365 Sales contacts, leads and open deals, by asking their AI assistant.

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Find Drip opt-outs with open Dynamics 365 Sales deals
Check our Drip unsubscribers against Dynamics 365 Sales and show me any with open deals.
Checked 150 Drip unsubscribers, and 22 are active in Dynamics 365 Sales. - On open deals: 6 contacts, including Jordan Lee at Contoso, 54,000 - Open leads: 9 leads, each with its owner - Other contacts: 7 active contacts with no open deal - No CRM record: 128 unsubscribers Treat these as do not send marketing email, not as lost deals.
Drip
Sample figures. Your results come from your own account.
drip-get-subscriber
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
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

Opted out people still sit in the CRM as active

People who unsubscribe in Drip can still be active contacts or open leads in Dynamics 365 Sales, and a rep may add them to a send without knowing. Checking every unsubscriber against the CRM rarely happens.

Without PopdockAI

  • Export unsubscribers from Drip
  • Search Dynamics 365 Sales contacts and leads
  • Look up open opportunities for each account
  • Reps send marketing email by mistake

With PopdockAI

  • Drip unsubscribers are read
  • Each email is checked as a contact and lead
  • Open opportunities are pulled, those people listed first
  • Nobody is resubscribed or edited

The prompt

Use this prompt

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

Prompt
**Objective:** Find people who have unsubscribed in Drip but are still active contacts, or open leads, in Dynamics 365 Sales, optionally only for emails containing `{email-domain}`. Check at most `{max-subscribers}` unsubscribers (default 100).

**Step 1: Unsubscribers in Drip**

Call `drip-get-subscriber` with `status` = unsubscribed, `max-records` = `{max-subscribers}` (100 if blank), and `email.contains` = `{email-domain}` only when it was given.

**Step 2: Check each email in Dynamics 365 Sales**

For each email, call `dynamics-365-sales-get-contacts` with `email` set to it, then `dynamics-365-sales-get-leads` with `email` set to it. For each active contact, call `dynamics-365-sales-get-opportunities` with `potential-customer` set to the contact's parent-customer and `status` = Open.

**Step 3: Report**

A table of people who need attention: email, name, CRM record (contact or lead), CRM status, owner, open opportunities (topic and est-revenue). Sort people with open opportunities first. Then one line with how many unsubscribers had 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".
* An unsubscribe in Drip is a marketing opt-out. Report it as "do not send marketing email", not as a reason to close the deal.
* This prompt is read-only. Do not call `drip-update-subscriber`, `drip-add-subscriber` or `dynamics-365-sales-update-contact`, `dynamics-365-sales-update-lead`, and never resubscribe anyone.

**Validation:**

* If Drip returns no unsubscribers, say so and stop.
* If an email matches both a contact and a lead, show both rows.

Who it's for

One answer, three teams that use it

Sales reps

Keep opted out contacts out of sends

See which of your contacts and leads have opted out, so they never land on a marketing list by mistake.

Which of my Dynamics 365 Sales leads unsubscribed in Drip?

Sales managers

See opt outs tied to open deals

People tied to open opportunities are listed first, so owners plan direct follow up.

Show Drip unsubscribers at contoso.com who have open Dynamics 365 Sales opportunities.

Compliance leads

Check consent across marketing and CRM

Get a count of unsubscribers with and without CRM records as a consent check.

Check the last 300 Drip unsubscribers against Dynamics 365 Sales contacts and leads.

How it works

What PopdockAI does when you ask

You optionally set a domain and limit, and your AI assistant checks Drip opt outs against Dynamics 365 Sales. It reports only and changes no record.

01

Ask

You optionally give an email domain and how many unsubscribers to check.

Your AI tool

02

Read

It reads Drip unsubscribers.

drip-get-subscriber

03

Check

It looks up each email as a contact and lead and pulls open opportunities.

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

04

Report

You get a table with people on open deals first.

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

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.
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

Sales knows who opted out of marketing email

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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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