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Find campaign clickers Salesforce does not know about yet
For marketing teams who want a short list of interested people with no Salesforce record, by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Interested clickers Salesforce never hears about
Campaign clicks are wasted if the people behind them never reach Salesforce. Finding them means pulling the click list and searching each address in contacts, then leads, one at a time.
Without PopdockAI
- Pull the click report from Mailchimp
- Search Salesforce contacts for each email
- Search leads for the rest
- Miss matches because of case or spaces
With PopdockAI
- Unique clickers are gathered with names and companies
- Each email is checked against contacts, then leads
- Unmatched clickers come back with clicks and last click date
- It is read only, so you decide who becomes a lead
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find everyone who clicked a link in the Mailchimp campaign titled `{campaign-title}` and has no contact or lead in Salesforce with the same email address, returning up to `{max-records}` people (default 50).
**Step 1: Find the campaign**
Call `mailchimp-get-campaign` with `title.contains` set to `{campaign-title}`. If more than one campaign matches, list them with their send-date and campaign-id and stop so the user can choose. If none matches, say so and stop.
**Step 2: Collect the clickers**
Call `mailchimp-get-campaign-email-activity` with that `campaign-id` and `action` set to click. Reduce the result to unique email addresses. Use `mailchimp-get-campaign-recipient` with the same `campaign-id` and the `email-address` to fill in first-name, last-name and company for each one.
**Step 3: Check each clicker in Salesforce**
For each email, call `salesforce-get-contact` with `email` set to that address. If no contact matches, call `salesforce-get-lead` with `email` set to that address. Stop checking once `{max-records}` unmatched people have been found.
**Step 4: Report**
A table of the unmatched clickers: email, first name, last name, company, number of clicks and the last click date. Below it, one line giving the totals: clickers checked, matched to a contact, matched to a lead, unmatched.
**Rules & Guidelines:**
* `mailchimp-get-campaign`, `mailchimp-get-campaign-email-activity` and `mailchimp-get-campaign-recipient` are on the mailchimp server. `salesforce-get-contact` and `salesforce-get-lead` are on the salesforce server.
* This prompt is read-only. Do not call `salesforce-add-lead` or `salesforce-add-contact`. To create leads from this list, use the create-leads-from-campaign-clickers prompt.
**Validation:**
* Compare email addresses case-insensitively and trim spaces.
* If the campaign has no click activity, say so and stop.
* If every clicker is already in Salesforce, say so rather than returning an empty table.Who it's for
One answer, three teams that use it
Marketing managers
See which clicks have no CRM record
Get the clickers Salesforce does not know, with click counts, so you can decide who deserves a lead.
Who clicked the Mailchimp Spring Webinar invite and has no contact or lead in Salesforce?
Sales development reps
Find fresh interest to follow up
Pick up interested people from a campaign before they go cold, sorted by how engaged they were.
Give me the top 20 clickers from our Fabrikam case study email who are not in Salesforce.
Marketing operations
Measure CRM coverage of a campaign
Totals show how many clickers matched contacts, matched leads or were unmatched.
For the Mailchimp campaign June Pricing Update, how many clickers are already contacts or leads in Salesforce?
How it works
What PopdockAI does when you ask
You name the campaign, and your AI assistant checks every clicker against Salesforce. It only reads and returns the ones Salesforce lacks.
01
Ask
You name the campaign and optionally how many people to return.
02
Collect
It gathers unique clickers with their names and companies.
03
Check
Each email is checked against Salesforce contacts, then leads.
04
Report
You get the unmatched clickers and totals, with nothing created.
What PopdockAI provides
The tools behind the answer
Ready made tools for Mailchimp and one secure connection to your AI tool. No code, no exports.
mailchimp-get-campaign
mailchimp-get-campaign-email-activity
mailchimp-get-campaign-recipient
salesforce-get-contact
salesforce-get-lead
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
A short list of interested people to follow up
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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