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Show every Drip opt-out on the Capsule CRM contact
For sales teams in Capsule CRM who want Drip unsubscribes noted on each contact, by asking their AI assistant.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
The problem
Sales never hears when a contact opts out
When someone unsubscribes in Drip, the team working in Capsule CRM has no way of knowing. A rep may add them to a mailing, and logging opt outs by hand rarely happens.
Without PopdockAI
- Export unsubscribes from Drip
- Find each person in Capsule CRM
- Check whether a note already exists
- Write the note by hand
With PopdockAI
- Unsubscribed people are matched by email only
- People already noted are skipped
- You see each note with name, email and owner and confirm
- Drip is never touched and nobody is re-subscribed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For Drip subscribers whose status is unsubscribed, add a note to the matching Capsule CRM person saying they have opted out of marketing email, checking at most `{max-records}` subscribers (default 50).
**Step 1: List unsubscribed people in Drip**
Call `drip-get-subscriber` with `status` set to unsubscribed and `max-records` set to `{max-records}` (default 50). Keep `email`, `first-name` and `last-name`.
**Step 2: Match them in Capsule CRM**
For each one, call `capsule-crm-get-party` with `email` set to their email. Keep `party-id`, `name` and `owner-name`. Skip anyone with no match or more than one match.
**Step 3: Skip people already noted**
For each matched party, call `capsule-crm-get-entry` with `party-id` set to its `party-id` and `type` set to note. If any returned entry's `content` contains "Unsubscribed in Drip", skip the person.
**Step 4: Confirm, then write**
Show a table of the notes you will add: Capsule name, email, owner. Ask the user to confirm. Do not write anything until they say yes.
After confirmation, for each row call `capsule-crm-add-note` once with `party-id` set to the party's `party-id` and `content` set to: Unsubscribed in Drip from all marketing email (checked on today's date). Do not add them to marketing sends.
**Step 5: Report**
Notes added, people already noted, and unsubscribed subscribers not found in Capsule CRM.
**Rules & Guidelines:**
* Tools whose names start with drip- are on the drip MCP server; tools whose names start with capsule-crm- are on the capsule-crm MCP server. If either set is missing, stop and say which server is not connected.
* Match people across the two systems by email address only, compared case-insensitively after trimming spaces. Never match on name alone.
* The only tool that may write is `capsule-crm-add-note`, once per confirmed person, and only on a party (never `opportunity-id` or `case-id`).
* This prompt records an opt-out. It must never re-subscribe anyone in Drip.
* Do NOT call these Drip tools: `drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-remove-subscriber-tag`, `drip-add-subscriber-to-campaign`, `drip-remove-subscriber-from-campaign`, `drip-remove-subscriber-from-all-campaigns`, `drip-unsubscribe-subscriber`, `drip-start-subscriber-workflow`, `drip-remove-subscriber-from-workflow`, `drip-activate-campaign`, `drip-pause-campaign`, `drip-activate-workflow`, `drip-pause-workflow`.
* Do NOT call these Capsule CRM tools: `capsule-crm-add-party`, `capsule-crm-update-party`, `capsule-crm-update-note`, `capsule-crm-add-task`, `capsule-crm-update-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `capsule-crm-add-case`, `capsule-crm-update-case`.
**Validation:**
* If Drip returns no unsubscribed people, say so and stop.
* If `capsule-crm-add-note` fails for one person, report the error and carry on with the rest.Who it's for
One answer, three teams that use it
Sales reps
Know who not to add to mailings
See an opt out note on the contact so you never promise more marketing email to someone who left.
Add Unsubscribed in Drip notes to the Capsule CRM contacts who opted out this month.
Sales managers
Keep the team informed on opt outs
Every owner sees the opt out on their contact without checking Drip.
Log any Drip unsubscribes on Capsule CRM people that do not have a note yet.
Compliance leads
Keep a dated record of opt outs
Each note records the opt out and the date checked, logged once per person.
Record every Drip opt out as a dated note on the matching Capsule CRM contact.
How it works
What PopdockAI does when you ask
You ask and your AI assistant matches Drip unsubscribes to Capsule CRM people. Notes are added only after you confirm.
01
Ask
You ask to log Drip unsubscribes in Capsule CRM.
02
Match
It matches unsubscribed people by email and skips anyone already noted.
03
Confirm
You see each note with name, email and owner.
04
Add
It adds a note recording the opt-out and the date checked.
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
capsule-crm-get-party
capsule-crm-get-entry
capsule-crm-add-note
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
Every opt out visible on the contact, logged once
Related use cases
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