Write

Cross-Connector

Tell Capsule CRM owners when a contact unsubscribes in Mailchimp

For marketing teams who want unsubscribes and their reasons on the Capsule CRM contact, by asking their AI assistant.

Log Mailchimp unsubscribes as Capsule CRM notes

Note last week's Mailchimp unsubscribes on the matching Capsule CRM contacts.

14 people unsubscribed in the last 7 days, and 10 match Capsule CRM. - Notes ready: 9, each with campaign, date and reason - Example: Jordan Lee, Spring Promo, reason too many emails - Already noted: 1 contact - Unmatched: 4 people not in Capsule CRM Shall I add the 9 notes?

Mailchimp

Sample figures. Your results come from your own account.

mailchimp-get-campaign-unsubscribe

capsule-crm-get-party

capsule-crm-get-entry

capsule-crm-add-note

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

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Mailchimp

Run it on your own Mailchimp data.

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

The problem

Owners keep reaching out to people who opted out

When a contact unsubscribes from a Mailchimp campaign, their Capsule CRM owner usually has no idea and keeps reaching out. Copying each unsubscribe and reason into the CRM by hand rarely happens.

Without PopdockAI

Export recent unsubscribes from Mailchimp
Find each person in Capsule CRM
Check whether a note already exists
Type the campaign, date and reason by hand

With PopdockAI

Recent unsubscribes are matched by email only
Contacts already noted for that unsubscribe are skipped
You see every note before anything is saved
Unmatched people are listed and nobody is resubscribed

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 recent Mailchimp unsubscribes on the matching Capsule CRM contacts, covering the last `{lookback-days}` days (default 7), optionally limited to campaigns whose name contains `{campaign-name}`.

**Step 1: Read the unsubscribes**

Call `mailchimp-get-campaign-unsubscribe` with `unsubscribe-date.from` set to today minus `{lookback-days}` days (default 7), and `campaign-name.contains` set to `{campaign-name}` if given.

**Step 2: Carry each email across**

For each `email`, call `capsule-crm-get-party` with `email` set to it. Keep exact single matches. Set aside people who are not in Capsule CRM or are ambiguous.
Skip a party that already has a note for this unsubscribe: call `capsule-crm-get-entry` with `party-id`, `date.from` set to the unsubscribe date and `subject.contains` set to "Unsubscribed", and look for the campaign name in the content.

**Step 3: Confirm**

Show the planned notes: contact, organization, campaign-name, unsubscribe-date, reason. The note content is "Unsubscribed from Mailchimp campaign <campaign-name> on <unsubscribe-date>. Reason: <reason, or 'none given'>." List skipped people and why. Ask the user to confirm. Do not write until they do.

**Step 4: Write and report**

After confirmation, call `capsule-crm-add-note` once per row with `party-id` and `content`. Report each as added or failed.

**Rules & Guidelines:**

* Tools whose names start with mailchimp are on the mailchimp MCP server; tools whose names start with capsule-crm are on the capsule-crm MCP server. If a tool from either server is not available, stop and say which server is not connected rather than working around it.
* Match records across the two systems on email address only, compared case-insensitively with surrounding spaces trimmed. Never match on name alone.
* The only write tool this prompt may call is `capsule-crm-add-note`. Do not call any other write tool on either server: on Mailchimp `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-segment-member`, `mailchimp-add-customer`, `mailchimp-update-customer`, `mailchimp-update-order`, `mailchimp-update-product`, `mailchimp-start-automation`, `mailchimp-pause-automation`, `mailchimp-replicate-campaign`; on Capsule CRM `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`.
* Never re-subscribe anyone in Mailchimp.

**Validation:**

* If there are no unsubscribes in the window, say so and stop.
* If no unsubscriber is in Capsule CRM, list them and stop without asking for confirmation.

Who it's for

One answer, three teams that use it

Marketing coordinators

Pass opt outs to the CRM owner

Every unsubscribe and its reason lands on the contact, so owners know before their next email.

Add Capsule CRM notes for everyone who unsubscribed in Mailchimp in the last 14 days.

Account managers

Know before you reach out

See on the contact record that someone opted out and why, so you adjust how you get in touch.

Note this month's unsubscribes from the Mailchimp Product Updates campaign on the matching Capsule CRM contacts.

Sales managers

Keep the team respectful of opt outs

Notes are added once per unsubscribe, so the record stays tidy across repeated runs.

Log yesterday's Mailchimp unsubscribes in Capsule CRM, skipping anyone already noted.

How it works

What PopdockAI does when you ask

You choose how far back to look, and your AI assistant prepares a note for each matching Capsule CRM contact. Nothing is saved until you confirm.

Ask

You choose how many days back to look, and optionally a campaign.

Your AI tool

Match

It reads recent unsubscribes and matches each to Capsule CRM by email.

mailchimp-get-campaign-unsubscribe

capsule-crm-get-party

capsule-crm-get-entry

Confirm

You see each note with campaign, date and reason, then say yes.

No items found.

Write

It adds the notes and reports each as added or failed.

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-unsubscribe

Returns the members who unsubscribed from each Mailchimp campaign, with the date and the reason they gave.

get-data

capsule-crm-get-party

Returns people and organizations from Capsule CRM with email, phone, job title, organization, location, owner and last contacted date. Filter by name, email, type, organization, owner, city, state or country.

get-data

capsule-crm-get-entry

Returns Capsule CRM history entries (notes, emails and completed activities) with subject, content, creator and activity type. Filter by date range, type, activity type, creator, subject, party, opportunity or project.

run-action

capsule-crm-add-note

Adds a note to the history of a Capsule CRM person or organization, opportunity or project.

run-action

capsule-crm-add-party

Creates a person or an organization in Capsule CRM, with email, phone, job title, owner, tags and the organization a person works for.

run-action

capsule-crm-update-party

Updates a person or organization in Capsule CRM by id: name, job title, owner and tags, and adds an email or phone number. Only the fields passed are changed.

run-action

capsule-crm-update-note

Replaces the text of an existing Capsule CRM note by id.

run-action

capsule-crm-add-task

Creates a Capsule CRM task with a due date and time, category, assignee and notes, optionally linked to a person or organization, an opportunity or a project.

run-action

capsule-crm-update-task

Updates a Capsule CRM task by id: complete it, reschedule it, reassign it or change its description. Only the fields passed are changed.

run-action

capsule-crm-add-opportunity

Creates a Capsule CRM sales opportunity for a person or organization at a pipeline milestone, with value, probability, expected close date, owner and tags.

run-action

capsule-crm-update-opportunity

Updates a Capsule CRM opportunity by id: move it to another milestone (including Won or Lost with a lost reason), or change its value, probability, close date, owner, name or description.

run-action

capsule-crm-add-case

Creates a Capsule CRM project (case) for a person or organization, optionally linked to the opportunity it came from, with owner, status and tags.

run-action

capsule-crm-update-case

Updates a Capsule CRM project (case) by id, such as closing it or changing its owner, name or description. Only the fields passed are changed.

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.

The outcome

Owners see who opted out, and why

Related use cases

More ways to put this data to work

Mailchimp and Capsule CRM contact profile

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Find Mailchimp subscribers missing from Capsule CRM

Ask your AI to compare a Mailchimp audience with Capsule CRM and it lists subscribed members with no contact, highest rated first, without changing anything.

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Find Mailchimp top buyers with no Capsule CRM opportunity

Ask your AI to compare top Mailchimp store buyers with Capsule CRM and it splits them into not in the CRM, no open opportunity, and open opportunities.

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Match Mailchimp campaign clickers to Capsule CRM

Ask your AI to match a Mailchimp campaign's clickers to Capsule CRM and it ranks them by open opportunities, owner and last contact, without changing anything.

Learn More

Add a contact to a Mailchimp audience safely

Ask your AI to add someone to a Mailchimp audience and it checks for an existing member, refuses to re-add anyone who opted out, and writes only after you confirm.

Learn More

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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