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Note Mailchimp unsubscribes on Dynamics GP customers
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Cross-Connector

Show Mailchimp opt-outs and bounces on Dynamics GP customer records

For marketing and receivables teams who want GP customer records to show who unsubscribed or bounced, by asking their AI assistant.

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Note Mailchimp unsubscribes on Dynamics GP customers
Add notes to Dynamics GP customers who unsubscribed or hard bounced in Mailchimp in the last 30 days.
12 Mailchimp events match 9 Dynamics GP customers. - Contoso: unsubscribed from Monthly Update, reason not relevant - Fabrikam: hard bounce on the billing address - Combined: 2 customers had several events, one note each - Note: hard bounces are not limited to the 30 days Shall I append the 9 notes, or drop any rows first?
Mailchimp
Sample figures. Your results come from your own account.
mailchimp-get-campaign-unsubscribe
mailchimp-get-campaign-recipient
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-rm-customer-note

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

Customer records silent about opt outs and bounces

When a customer unsubscribes or hard bounces in Mailchimp, sales and receivables in Dynamics GP never hear about it. They keep emailing a bad address or contact someone who asked not to be, because the record says nothing.

Without PopdockAI

  • Export unsubscribes and hard bounces
  • Match each email to a Dynamics GP customer
  • Combine several events per customer
  • Type notes without overwriting old ones

With PopdockAI

  • Unsubscribes with reasons and hard bounces are read
  • Customers are matched by email
  • One proposed note per customer for you to confirm or drop
  • Dated notes are appended, never replaced

The prompt

Use this prompt

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

Prompt
**Objective:** Find Dynamics GP customers who unsubscribed from, or hard-bounced on, Mailchimp campaigns in the last `{lookback-days}` days (default 30), and after confirmation append a note to each GP customer record so the sales and AR teams know.

**Step 1: Read the Mailchimp events**

Call `mailchimp-get-campaign-unsubscribe` with unsubscribe-date.from set to today minus `{lookback-days}` days and max-records 1000. Keep email, unsubscribe-date, reason and campaign-name. Then call `mailchimp-get-campaign-recipient` with status hard and max-records 1000 to find hard bounces; keep the email-address and campaign-id.

**Step 2: Match to Dynamics GP customers**

Call `dynamics-gp-get-rm-customer` with max-records 500 and map lower-cased `main-email-address` to `customer-id`. Match each Mailchimp email. Ignore emails that match no customer, but count them.

**Step 3: Propose the notes**

Show a table: customer-id, customer-name, email, event (Unsubscribed or Hard bounce), date, campaign, reason, and the note text you will add, in the form `Mailchimp: <event> on <date> from campaign <campaign>. Reason: <reason>.` Ask the user to confirm all rows or name the ones to drop.

**Step 4: Write after confirmation**

Only after confirmation, call `dynamics-gp-rm-customer-note` once per confirmed customer with customer-id, note, append-to-existing-note 1 and add-date-and-time 1. Never send append-to-existing-note 0, which would replace the existing note.

**Step 5: Report**

Each row with Noted or Failed and the error text.

**Rules & Guidelines:**

* `mailchimp-get-campaign-unsubscribe` and `mailchimp-get-campaign-recipient` are on the mailchimp server. `dynamics-gp-get-rm-customer` and `dynamics-gp-rm-customer-note` are on the dynamics-gp server.
* `dynamics-gp-rm-customer-note` is the only tool that may write, and only after confirmation. It writes to the live GP company database.
* Do NOT call `dynamics-gp-rm-customer-update`, `dynamics-gp-rm-customer-address-email`, `mailchimp-update-list-member` or `mailchimp-add-list-member`. Do not resubscribe anyone.

**Validation:**

* If no event matches a GP customer, report the counts and stop.
* If one customer has several events, write one note listing all of them.
* The recipient read has no date filter, so mention that hard bounces are not limited to the lookback window.

Who it's for

One answer, three teams that use it

Marketing coordinators

Pass opt outs to sales and finance

Unsubscribes land on the GP customer record, where sales and receivables will see them.

Add notes to Dynamics GP customers who unsubscribed in Mailchimp in the last 14 days.

Accounts receivable

Stop sending statements to dead addresses

Hard bounces are noted on the customer, so you know to find a new address.

Note hard bounces from Mailchimp on the matching Dynamics GP customers.

Sales reps

Respect customer preferences

See the unsubscribe reason on the customer before you send another email.

Which Dynamics GP customers unsubscribed in Mailchimp this month? Add a dated note to each.

How it works

What PopdockAI does when you ask

You set a lookback window, and your AI assistant proposes one note per GP customer. You confirm each row before anything is written, and nobody is resubscribed.

01

Ask

You set a lookback window.

Your AI tool

02

Match

It reads unsubscribes with reasons and hard bounces, and matches GP customers by email.

mailchimp-get-campaign-unsubscribe
mailchimp-get-campaign-recipient
microsoft-dynamics-gp-get-rm-customer

03

Confirm

You see one proposed note per customer and confirm or drop rows.

No items found.

04

Append

It appends dated notes without replacing any and reports each row.

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

mailchimp-get-campaign-recipient

Returns the members each Mailchimp campaign was sent to, with delivery status and how often each one opened it.
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.
run-action

microsoft-dynamics-gp-rm-customer-note

Adds or updates a customer note in Dynamics GP through eConnect; GP defaults any field not listed. Requires customer ID. Optional: append to existing note, note and add date and time. Writes to the live Dynamics GP company database.
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

GP records that show who opted out or bounced

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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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