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Find unsubscribed Mailchimp contacts on Attio deals
For sales teams who ask their AI assistant which people who opted out in a Mailchimp audience are on deals in Attio.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Reps emailing deal contacts who opted out
A contact unsubscribes in Mailchimp, but the deal lives in Attio, so the opt out never reaches the rep. Finding those people means matching an audience export against the CRM by hand.
Without PopdockAI
- Export unsubscribed members from the audience
- Search Attio people for each email
- Find the deals each person sits on
- Keep emailing people who closed that channel
With PopdockAI
- Members with the status you pick are read with reasons
- Each is matched by email to Attio people and their deals
- Results sorted by deal value with stage and owner
- Ambiguous matches are listed and both systems are read only
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find contacts in the Mailchimp audience `{list-name}` whose status is `{status}` (default unsubscribed) and report which of them are people on Attio deals, so sales knows not to rely on email for them. Look at up to `{max-records}` members (default 100).
**Step 1: Read the members from Mailchimp**
Call `mailchimp-get-list-member` (Mailchimp) with `list-name` set to `{list-name}`, `status` set to `{status}` and `max-records` set to `{max-records}`. Keep `email`, `full-name` and `unsubscribe-reason`. If none come back, say so and stop.
**Step 2: Match them to Attio people**
For each email, call `attio-get-record-people` (Attio) with `email-addresses.contains` set to that email. Keep `record-id`, `name`, `job-title` and `company`. Drop members with no Attio match, but count them.
**Step 3: Find their deals**
For each matched person call `attio-get-record-deals` (Attio) with `associated-company.contains` set to their company. Keep deals whose `associated-people` include the person: `deal-name`, `deal-stage`, `deal-value`, `deal-owner`.
**Step 4: Report**
Table of affected people: name, email, company, Mailchimp status and reason, deals with stage and value, deal owner. Sort by total deal value. End with the count of members with no Attio match.
**Rules & Guidelines:**
* Tools whose names start with attio are on the Attio server. Tools whose names start with mailchimp are on the Mailchimp server. Both servers must be connected; if a tool from either is missing, say which server is not connected and stop.
* The join key between the two systems is the email address. Compare it case-insensitively and trimmed. Attio people can hold several emails, so match against any of them.
* Do not call any write tool on either server: `attio-add-company`, `attio-add-person`, `attio-add-deal`, `attio-update-company`, `attio-update-person`, `attio-update-deal`, `attio-upsert-company`, `attio-upsert-person`, `attio-delete-company`, `attio-delete-person`, `attio-delete-deal` (Attio), `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-customer`, `mailchimp-update-customer`, `mailchimp-add-segment-member`, `mailchimp-update-order`, `mailchimp-update-product`, `mailchimp-start-automation`, `mailchimp-pause-automation`, `mailchimp-replicate-campaign` (Mailchimp).
* Never suggest re-subscribing anyone. An unsubscribe is a consent decision.
**Validation:**
* If a person has no deals, still list them under "in Attio, no deals".
* If several Attio people share an email, list all of them and say the match is ambiguous.Who it's for
One answer, three teams that use it
Account executives
Switch channels before a deal stalls
See which people on your deals have unsubscribed or bounced, so you call or message them another way.
Which contacts on my open Attio deals have unsubscribed in our Mailchimp Customers audience?
Sales managers
See deal value at risk from opt outs
The table is sorted by total deal value, so you see the biggest deals with unreachable contacts first.
Show Attio deals where a contact is cleaned in Mailchimp, sorted by deal value.
Marketing operations
Share opt out status with sales
Give reps the unsubscribe reason and status beside each deal without exporting the audience.
List unsubscribed Mailchimp contacts from the Product News audience who sit on Attio deals, with the deal owner.
How it works
What PopdockAI does when you ask
You name the audience and a status, and your AI assistant finds the Attio deals those people are on. It only reads and never suggests re-subscribing anyone.
01
Ask
You name a Mailchimp audience and a status, unsubscribed by default.
02
Read
It reads those members from Mailchimp with their unsubscribe reason.
03
Match
It matches each by email to Attio people and finds the deals they are on.
04
Report
You get a table sorted by deal value and a count of members not in Attio.
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-list-member
attio-get-record-people
attio-get-record-deals
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
Reps know which deal contacts closed email
Related use cases
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