Connectors

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Mailchimp

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Log Mailchimp campaign clicks as HubSpot contact notes
Write
Cross-Connector

Show sales which Mailchimp links each HubSpot contact clicked

For marketing teams who want campaign clicks on the HubSpot contact record, as a note sales will see, by asking their AI assistant.

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Log Mailchimp campaign clicks as HubSpot contact notes
Log who clicked what in our Autumn Offers campaign in Mailchimp as notes on the HubSpot contacts.
38 people clicked Autumn Offers, and 33 match a HubSpot contact. - Notes ready: 33, each with the campaign, send date and links - Example: Jordan Lee clicked Pricing and Book a demo - Not in HubSpot: 4 people - Needs a choice: 1 email matches two contacts Shall I add the 33 notes?
Mailchimp
Sample figures. Your results come from your own account.
mailchimp-get-campaign
mailchimp-get-campaign-email-activity
hubspot-get-contacts
hubspot-add-contact-note

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Mailchimp

Mailchimp
Run it on your own Mailchimp data.

Connect Mailchimp, pick your AI tool and paste the prompt.

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The problem

Campaign clicks sales never sees

Sales cannot see which links a contact clicked in a Mailchimp campaign, because that activity never reaches HubSpot. Copying clicks onto contacts by hand is tedious, so it does not happen.

Without PopdockAI

  • Export click activity from the campaign
  • Strip out unsubscribe and preference links
  • Find each clicker in HubSpot
  • Type a note on every contact

With PopdockAI

  • Clickers and their links are collected from the campaign
  • Unsubscribe and preference links are left out
  • You see every note and who is not in HubSpot first
  • One note per contact after you confirm, Mailchimp only read

The prompt

Use this prompt

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

Prompt
**Objective:** Record on each HubSpot contact which links they clicked in the Mailchimp campaign titled `{campaign-title}`, by adding one note per contact after the user confirms.

**Step 1: Find the campaign**

Call `mailchimp-get-campaign` with `title.contains` set to `{campaign-title}`. If more than one matches, list them with `title`, `send-date` and `campaign-id` and stop so the user can choose. If none matches, say so and stop.

**Step 2: Collect clicks per person**

Call `mailchimp-get-campaign-email-activity` with `campaign-id` set to the campaign's `campaign-id` and `action` set to `click`. For each distinct `email-address`, collect the distinct URLs clicked and the first click date. Leave out unsubscribe and preferences links.

**Step 3: Match to HubSpot**

For each email, call `hubspot-get-contacts` with `email` set to it and note `record-id` and name. People with no HubSpot contact go on a "Not in HubSpot" list and get no note.

**Step 4: Confirm**

Show the user the notes you will add: one row per contact with name, email and the note text. The note text is: "Clicked in Mailchimp campaign <campaign title> (sent <send-date>): <URL 1>, <URL 2>." Ask the user to confirm. Do nothing further until they say yes.

**Step 5: Add the notes**

For each confirmed contact, call `hubspot-add-contact-note` once with `contact-id` set to their `record-id` and `note` set to the confirmed text.

**Step 6: Report**

The number of notes added, any failures with the reason, and the Not in HubSpot list.

**Rules & Guidelines:**

* `mailchimp-get-campaign` and `mailchimp-get-campaign-email-activity` are on the Mailchimp server; `hubspot-get-contacts` and `hubspot-add-contact-note` are on the HubSpot server.
* Match on email address only, compared case-insensitively with surrounding spaces trimmed. Never match on name alone.
* The only write allowed is `hubspot-add-contact-note`, once per confirmed contact, after Step 4. Do not call `hubspot-update-contact`, `hubspot-add-contact` or any deal or ticket write.
* Do not call `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-customer`, `mailchimp-update-customer`, `mailchimp-add-segment-member`, `mailchimp-start-automation`, `mailchimp-pause-automation`, `mailchimp-replicate-campaign`, `mailchimp-update-product` or `mailchimp-update-order`. Mailchimp is read-only in this prompt.

**Validation:**

* If the campaign has no clicks, say so and stop.
* If one email matches more than one HubSpot contact, list them and ask which to note rather than noting all of them.

Who it's for

One answer, three teams that use it

Email marketers

Share click insight with sales

Put the links each person clicked on their HubSpot contact, where sales will see it on the next call.

Add HubSpot notes for everyone who clicked our Mailchimp Holiday Catalog campaign, with the links they clicked.

Sales reps

See what a contact is interested in

Notes show which products or pages a contact clicked, so you open the conversation on the right topic.

Log the clicks from the Mailchimp Fabrikam launch email as notes on the HubSpot contacts.

Marketing operations

Record engagement without exports

Click activity lands on contacts with campaign and send date, and ambiguous matches are asked about rather than guessed.

Write the click activity from last week's Mailchimp newsletter onto the matching HubSpot contacts as notes.

How it works

What PopdockAI does when you ask

You name the campaign, and your AI assistant prepares one note per HubSpot contact with the links they clicked. Nothing is written until you have seen every note and said yes.

01

Ask

You name the Mailchimp campaign.

Your AI tool

02

Collect

It gathers clickers and links, leaving out unsubscribe and preference links.

mailchimp-get-campaign
mailchimp-get-campaign-email-activity

03

Confirm

You see every note it will add and who is not in HubSpot, then say yes.

No items found.

04

Add

It adds one note per contact and reports any failures.

Your AI tool

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.

get-data

mailchimp-get-campaign

Returns Mailchimp email campaigns with their status, audience, send date and headline results. Filter by status or send date to find drafts, scheduled sends or recent campaigns.
get-data

mailchimp-get-campaign-email-activity

Returns each member's open, click and bounce events for Mailchimp campaigns, with timestamps and the URLs they clicked.
get-data

hubspot-get-contacts

Returns contact records from HubSpot CRM, with email, phone, company, lifecycle stage, lead status, owner and location from the HubSpot connector. Filter by company id, state region, contact owner, email, last name, create date, company name, record id, lifecycle stage, lead status.
run-action

hubspot-add-contact-note

Adds a note to a HubSpot contact's timeline. Requires contact id, note.
Read only.Nothing in Mailchimp 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

Campaign interest on the contact record

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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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