/
/
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.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It reads Drip unsubscribers.
03
Check
It looks up each email as a contact and lead and pulls open opportunities.
04
Report
You get a table with people on open deals first.
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
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-get-opportunities
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
Sales knows who opted out of marketing email
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.

.webp)
