Connectors

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Mailchimp

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Mailchimp and Dynamics GP customer profile
Report
Cross-Connector

See a Dynamics GP customer's account and Mailchimp engagement together

For sales and finance teams who want receivables and marketing engagement for one customer before a conversation, by asking their AI assistant.

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Mailchimp and Dynamics GP customer profile
Profile customer CONTOSO001 from Dynamics GP and Mailchimp before my call tomorrow.
Contoso is on credit hold in Dynamics GP but still active in Mailchimp. - Receivables: 12,300 open, 4,800 past due - Sales: 2 open orders this quarter - Mailchimp: subscribed, tagged Key Account, 7 clicks in 30 days Worth acting on: they are clicking campaigns while on hold. Want the past-due documents?
Mailchimp
Sample figures. Your results come from your own account.
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-trx
microsoft-dynamics-gp-get-rm-sales-trx
mailchimp-get-list-member
mailchimp-get-customer
mailchimp-get-order
mailchimp-get-campaign-email-activity

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

Account and engagement split across two systems

Before calling a customer you want both sides: what they owe and order in Dynamics GP, and whether they read your Mailchimp campaigns. That means two systems, an email to carry across and a lot of clicking.

Without PopdockAI

  • Look up the customer in Dynamics GP
  • Review open and past due receivables and sales
  • Copy the email into Mailchimp
  • Check status, orders, opens and clicks

With PopdockAI

  • The GP customer is found by ID, name or email
  • Receivables and recent sales documents are read
  • Mailchimp status, tags, orders, opens and clicks are added
  • It ends with what to act on and changes nothing

The prompt

Use this prompt

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

Prompt
**Objective:** Give a combined view of the customer `{customer}` (a GP customer ID, a customer name or an email address), covering Dynamics GP receivables and sales for the last `{lookback-days}` days (default 90) and Mailchimp marketing activity.

**Step 1: Identify the customer in Dynamics GP**

If `{customer}` contains @, call `dynamics-gp-get-rm-customer` with max-records 500 and find the customer whose lower-cased `main-email-address` matches. Otherwise call `dynamics-gp-get-rm-customer` with customer-id `{customer}`, and if nothing comes back, with customer-name.contains `{customer}`. If more than one customer matches, list them with customer-id and stop. If none matches and `{customer}` is an email, continue with Mailchimp only and say the person is not a GP customer.

**Step 2: Dynamics GP detail**

Call `dynamics-gp-get-rm-trx` with the customer-id and void-status false and report items with a non-zero `current-transaction-amount` (open items), flagging any whose due-date is past. Call `dynamics-gp-get-rm-sales-trx` with the customer-id and document-date.from today minus `{lookback-days}` days.

**Step 3: Carry the email to Mailchimp**

Use `main-email-address` (or `{customer}` if it was the email). Call `mailchimp-get-list-member` with email, `mailchimp-get-customer` with email, `mailchimp-get-order` with customer-email-address, and `mailchimp-get-campaign-email-activity` with email-address and activity-date.from today minus `{lookback-days}` days.

**Step 4: Report**

1. Customer header: GP customer-id, name, class, salesperson, hold, credit limit, customer-balance.
2. Receivables: open items with document-number, document-type, due-date, current-transaction-amount, and the total past due.
3. Recent GP sales documents: sop-number, sop-type, document-date, document-amount.
4. Mailchimp: each audience with status, tags and average open and click rate; store orders count and total spent; recent opens and clicks by campaign.
5. Anything worth acting on, such as a customer on hold who is still clicking campaigns, or a subscriber who has unsubscribed with an open balance.

**Rules & Guidelines:**

* `dynamics-gp-get-rm-customer`, `dynamics-gp-get-rm-trx` and `dynamics-gp-get-rm-sales-trx` are on the dynamics-gp server. `mailchimp-get-list-member`, `mailchimp-get-customer`, `mailchimp-get-order` and `mailchimp-get-campaign-email-activity` are on the mailchimp server.
* This prompt is read-only. Do NOT call `dynamics-gp-rm-customer-update`, `dynamics-gp-rm-customer-note`, `mailchimp-update-list-member`, `mailchimp-update-customer` or any other write tool.

**Validation:**

* If the GP customer has no email address, report the GP side and say Mailchimp could not be checked.
* If Mailchimp returns nothing for the email, say the customer is not in any audience or store.

Who it's for

One answer, three teams that use it

Sales reps

Prepare for customer calls faster

See open receivables, recent orders and email engagement in one profile before a conversation.

Profile customer FABRIKAM01 from Dynamics GP and Mailchimp.

Credit managers

Spot customers on hold who still engage

Flags like a customer on hold who keeps clicking campaigns help you decide how to approach them.

Is Northwind Traders past due in Dynamics GP, and have they opened any Mailchimp campaigns lately?

Account managers

Know the whole relationship

Combine sales documents and store orders with campaign activity for a fuller view of the account.

Give me a Dynamics GP and Mailchimp profile for buyer@contoso.com.

How it works

What PopdockAI does when you ask

You give a customer ID, name or email, and your AI assistant combines Dynamics GP and Mailchimp into one profile. It only reads, and says so if there is no email to check.

01

Ask

You give a Dynamics GP customer ID, name or email.

Your AI tool

02

Read

It finds the customer in GP with open and past-due receivables and recent sales.

microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-trx
microsoft-dynamics-gp-get-rm-sales-trx

03

Add

Using the email, it reads Mailchimp status, tags, orders, opens and clicks.

mailchimp-get-list-member
mailchimp-get-customer
mailchimp-get-order
mailchimp-get-campaign-email-activity

04

Report

You get one profile ending with anything worth acting on.

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

microsoft-dynamics-gp-get-rm-customer

Returns customer records from Dynamics GP Receivables Management, including contact details, class, terms and balances. Filter by salesperson ID, hold, customer name, state, zip, customer balance, customer class and city, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-trx

Returns receivables transactions such as invoices, payments and credit memos from Dynamics GP Receivables Management, including customer, dates, amounts and outstanding balances. Filter by customer ID, document type, customer name, document date, document amount, document number, batch number and void status, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-sales-trx

Returns Sales Order Processing documents such as quotes, orders and invoices from Dynamics GP Sales, with the customer, dates, salesperson and document totals. Filter by batch number, customer ID, SOP type, SOP number, salesperson ID, document amount, customer name and document date, and pick the company and the maximum number of records.
get-data

mailchimp-get-list-member

Returns the members (subscribers) of Mailchimp audiences, with subscription status, tags and engagement rating. Filter by email address or status to look someone up.
get-data

mailchimp-get-customer

Returns e-commerce customers from the stores connected to Mailchimp, with order counts, total spent and marketing opt-in.
get-data

mailchimp-get-order

Returns e-commerce orders from the stores connected to Mailchimp, with the customer, order total and the campaign or automation the order is attributed to.
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.
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

Account and engagement together before you talk

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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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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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