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Tell reps when a deal contact unsubscribes in Mailchimp
For sales teams who want each rep to know which of their open deal contacts opted out of email, by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Reps emailing deal contacts who asked to stop
When a contact unsubscribes in Mailchimp, the rep on their open Pipedrive deal usually never hears about it. By the time someone exports and searches, the rep may have sent another unwanted email.
Without PopdockAI
- Export recent unsubscribes from Mailchimp
- Search Pipedrive for each email
- Check which people sit on open deals
- Tell each rep by hand, if at all
With PopdockAI
- Recent unsubscribes are read, latest per email
- Each is matched to a Pipedrive person
- Open deal contacts come first, grouped by owner
- Notes are added only if asked, after you confirm
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find everyone who unsubscribed from a Mailchimp campaign in the last `{lookback-days}` days (default 30), match them to Pipedrive, and flag the ones attached to open deals. If `{add-notes}` is yes (default no), add a Pipedrive note to each matched person after confirmation.
**Step 1: Get the unsubscribes from Mailchimp**
Call `mailchimp-get-campaign-unsubscribe` with `unsubscribe-date.from` set to today minus the lookback. Keep `email`, `first-name`, `last-name`, `campaign-name`, `unsubscribe-date` and `reason`. Reduce to one row per email, keeping the most recent.
**Step 2: Carry each email across to Pipedrive**
For each email call `pipedrive-get-person` with `email`. Keep `person-id`, `name`, `organization-name`, `owner-name` and `open-deals`. If not found, count the email as Not in Pipedrive.
**Step 3: Report**
* Table 1, On open deals: name, organization, owner, open deals, campaign, date, reason. Sort by open deals, highest first.
* Table 2, Other Pipedrive contacts: the same columns.
* One line: how many unsubscribes were not in Pipedrive.
Group Table 1 by owner so each rep can see their own contacts.
**Step 4: Optional notes**
Only if add-notes is yes:
1. For each matched person call `pipedrive-get-note` with `person-id` and `note.contains` set to Unsubscribed from Mailchimp. If such a note exists for this campaign, skip that person.
2. Show the people who will get a note and ask the user to confirm. If they do not, stop.
3. Call `pipedrive-add-note` once per person with `person-id` and `content` set to: Unsubscribed from Mailchimp campaign, the campaign name, on the date, with the reason if there is one.
**Rules & Guidelines:**
* Tools named `mailchimp-*` are on the mailchimp server and are only read here. Tools named `pipedrive-*` are on the pipedrive server.
* The only write allowed is `pipedrive-add-note`, and only when add-notes is yes and the user confirms. Do not call `mailchimp-update-list-member`, `mailchimp-add-list-member`, `pipedrive-update-person`, `pipedrive-update-deal`, `pipedrive-add-activity` or any other write tool. Never try to resubscribe anyone.
**Validation:**
* Match emails case-insensitively and trim spaces.
* If there are no unsubscribes in the window, say so and stop.
* If none of the unsubscribes are in Pipedrive, report the count and stop.Who it's for
One answer, three teams that use it
Account executives
See your own opted out contacts
Unsubscribes are grouped by owner, so each rep sees the deal contacts they should stop emailing.
Which of my open Pipedrive deal contacts unsubscribed from Mailchimp in the last 14 days?
Sales managers
Protect live deals from unwanted email
See every open deal with an opted out contact, with campaign and reason beside it.
Which Mailchimp unsubscribes this month are on open Pipedrive deals, grouped by owner?
Sales operations
Record opt outs on the person
Add a note of each unsubscribe to the Pipedrive person once, skipping anyone already noted.
Add Pipedrive notes for Mailchimp unsubscribes from the last 60 days on open deals.
How it works
What PopdockAI does when you ask
You choose how far back to look and whether to add notes, and your AI assistant matches unsubscribes to Pipedrive. Any note is written only after you confirm, and nobody is resubscribed.
01
Ask
You choose how many days back to look, and whether to add notes.
02
Match
It reads recent unsubscribes and matches each to a Pipedrive person.
03
Report
People on open deals come first, grouped by owner, with campaign and reason.
04
Note
If asked, it adds a note to each person not already noted, after you confirm.
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.
mailchimp-get-campaign-unsubscribe
pipedrive-get-person
pipedrive-get-note
pipedrive-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
Reps know which deal contacts opted out
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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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