One picture of a person across Salesforce and Mailchimp

**Objective:** Build a single profile for `{email}` that combines their Mailchimp audience membership and email engagement with their Salesforce record, looking back `{lookback-days}` days (default 90).

**Step 1: Find the person in Salesforce**

Call `salesforce-get-contact` with `email` set to `{email}`. If no contact matches, call `salesforce-get-lead` with `email` set to `{email}`. If more than one record matches, list them all with their ids and owners and continue with every match. If neither returns anything, note that the person is not in Salesforce and continue.

**Step 2: Find the person in Mailchimp**

Call `mailchimp-get-list-member` with `email` set to `{email}`. A person can belong to several audiences, so report each membership with its list-name, status, rating, tags and sign-up-date.

**Step 3: Recent email engagement**

Call `mailchimp-get-campaign-email-activity` with `email-address` set to `{email}` and `activity-date.from` set to the date `{lookback-days}` days ago. Call `mailchimp-get-campaign-unsubscribe` with `email` set to `{email}`. Use `mailchimp-get-campaign` with `campaign-id` to turn campaign ids into titles where needed.

**Step 4: Salesforce context**

For a matched contact or lead, call `salesforce-get-campaign-member` with `email` set to `{email}` to list their Salesforce campaigns, and call `salesforce-get-task` with `name-id` set to the contact or lead id and `closed` set to false to list open follow-ups. For a contact, also call `salesforce-get-opportunity` with `account-id` set to the contact's account-id and `closed` set to false.

**Step 5: Report**

A short header (name, company, Salesforce record type, id and owner), then three sections: Mailchimp audiences and status, email activity in the period (opens, clicks, bounces, unsubscribes, with campaign titles and dates), and Salesforce context (campaigns, open tasks, open opportunities). End with one line saying whether the two systems agree: for example, unsubscribed in Mailchimp but still an active campaign member in Salesforce.

**Rules & Guidelines:**

* `mailchimp-get-list-member`, `mailchimp-get-campaign-email-activity`, `mailchimp-get-campaign-unsubscribe` and `mailchimp-get-campaign` are on the mailchimp server. `salesforce-get-contact`, `salesforce-get-lead`, `salesforce-get-campaign-member`, `salesforce-get-task` and `salesforce-get-opportunity` are on the salesforce server.
* This prompt is read-only. Do not call `mailchimp-add-list-member`, `mailchimp-update-list-member`, `salesforce-add-lead`, `salesforce-update-contact`, `salesforce-update-lead` or `salesforce-add-task`.

**Validation:**

* Match on email address only, compared case-insensitively. Never match on name alone.
* If the person is in neither system, say so and stop.
* If the person is in only one system, report that side in full and state plainly that there is no record in the other.