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Spot Mailchimp unsubscribes on live OnePageCRM deals
For sales teams who want to stop emailing people who opted out, just by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Live deals with contacts who opted out of email
Unsubscribes sit in Mailchimp while reps keep emailing the same people about live deals in OnePageCRM. Nobody lines the two up, so the conflict surfaces when the customer complains.
Without PopdockAI
- Export recent unsubscribes from Mailchimp
- Search OnePageCRM for each address
- Check open deals and owners
- Hear about it when the customer complains
With PopdockAI
- Recent unsubscribes are read with reason and date
- Each address is looked up in OnePageCRM
- Open deals are sorted by pending amount with owner
- Duplicates are listed and it is read only
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Mailchimp unsubscribes in the last `{lookback-days}` days (default 30) that still belong to people with open deals or a scheduled next action in OnePageCRM, so reps stop emailing them.
**Step 1: Read the unsubscribes (mailchimp server)**
Call `mailchimp-get-campaign-unsubscribe` with `unsubscribe-date.from` set to today minus `{lookback-days}` days and `max-records` 500. If `{campaign-name}` is given, also filter `campaign-name`. Keep `email`, `first-name`, `last-name`, `reason`, `campaign-name`, `unsubscribe-date`.
**Step 2: Look each person up in the CRM (onepagecrm server)**
For each distinct `email`, call `onepagecrm-get-contact` with `email` set to that address. If nothing is found, count the person as "not in CRM" and move on. Otherwise keep the contact `id`, `owner-id`, `status`, `total-pending-amount` and `next-action-date`.
**Step 3: Check open deals (onepagecrm server)**
For each matched contact, call `onepagecrm-get-deal` with `contact-id` set to the contact `id` and `status` pending. Record the deal names and amounts.
**Step 4: Report**
A table of matched people: name, email, unsubscribe date, reason, campaign, CRM owner, open deals and amount, next action date. Sort by pending amount descending. Add a short note per row on who should be told (the owner) that email outreach must stop. End with counts: unsubscribes found, matched in CRM, with open deals, not in CRM.
**Rules & Guidelines:**
* `mailchimp-get-campaign-unsubscribe` is on the mailchimp server; `onepagecrm-get-contact` and `onepagecrm-get-deal` are on the onepagecrm server.
* Read-only. Do NOT call any onepagecrm write tool (`onepagecrm-add-contact`, `onepagecrm-update-contact`, `onepagecrm-delete-contact`, `onepagecrm-add-note`, `onepagecrm-add-deal`, `onepagecrm-update-deal`, `onepagecrm-add-action`, `onepagecrm-add-call`, `onepagecrm-add-meeting`) and do NOT call any mailchimp write tool (`mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-customer`, `mailchimp-add-segment-member`, `mailchimp-start-automation`, `mailchimp-pause-automation`).
**Validation:**
* If no unsubscribes come back, say so and stop.
* Match emails ignoring case; if two CRM contacts share an address list both.Who it's for
One answer, three teams that use it
Sales reps
Know who not to email about a deal
See which of your deal contacts opted out, with the next action date so you can plan another channel.
Which people with open OnePageCRM deals unsubscribed from Mailchimp in the last 14 days?
Sales managers
See pending value at risk
Deals are sorted by pending amount with the owner to notify.
Show open OnePageCRM deals whose contacts unsubscribed in Mailchimp this quarter, largest first.
Marketing coordinators
Tell sales about opt outs
Get a list of owners to notify after a campaign, without matching addresses by hand.
Who unsubscribed from the Mailchimp Product News campaign and has an open deal in OnePageCRM?
How it works
What PopdockAI does when you ask
You give a lookback window and optionally a campaign, and your AI assistant matches unsubscribes to live deals. It only reads.
01
Ask
You give a lookback window and optionally a campaign.
02
Read
It reads recent Mailchimp unsubscribes with reason and date.
03
Match
It looks each address up in OnePageCRM and checks open deals.
04
Report
You get a table by pending amount with the owner to notify.
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
onepagecrm-get-contact
onepagecrm-get-deal
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
Outreach stops before it does damage
Related use cases
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One prompt template with infinite possibilities.
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