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See which contacts at an account read your Mailchimp email
For account managers who want each Pipedrive organization contact's Mailchimp opens and clicks shown beside the account's open deals.
On this page
Connector
Connect Pipedrive, pick your AI tool and paste the prompt.
The problem
A key deal contact unsubscribed months ago
Before a call with an account you want to know which people read your emails. That means listing contacts in Pipedrive, searching each in Mailchimp and counting opens and clicks, while a key deal contact may have unsubscribed months ago unnoticed.
Without PopdockAI
- List the organization's contacts in Pipedrive
- Search each one in Mailchimp
- Count opens and clicks by hand
- Miss the deal contact who unsubscribed
With PopdockAI
- The organization is found, with a choice if several match
- Its people and open deals are read
- Each email is checked in Mailchimp for status, opens and clicks
- Unsubscribed, missing and no email deal contacts are listed, 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:** For the Pipedrive organization `{organization-name}`, show how each of its contacts engages with Mailchimp email over the last `{lookback-days}` days (default 90), next to the organization's open deals.
**Step 1: Find the organization**
Call `pipedrive-get-organization` with `name` set to `{organization-name}`. If nothing comes back, retry with `name.contains`. If more than one matches, list them with city and owner and stop. Note `organization-id` and `owner-name`.
**Step 2: Get its people and deals**
* Call `pipedrive-get-person` with `organization-id`. Keep each person's `name`, `email`, `job-title` and `person-id`.
* Call `pipedrive-get-deal` with `organization-id` and `status` open. Keep `title`, `stage`, `value`, `currency`, `expected-close-date` and `person-name`.
**Step 3: Carry each email across to Mailchimp**
For each person with an email:
* Call `mailchimp-get-list-member` with `email` to get audience status, tags and average open and click rates.
* Call `mailchimp-get-campaign-email-activity` with `email-address` and `activity-date.from` set to today minus the lookback. Count opens and clicks.
If `mailchimp-get-list-member` returns nothing, mark the person Not in Mailchimp and continue. People with no email in Pipedrive are listed as No email and are not looked up.
**Step 4: Report**
One line on the organization (owner, open deal count and total value). Then a table: person, job title, Mailchimp status, opens, clicks, last click date, linked open deal. Sort by clicks, highest first. Finish with: the most engaged contact, contacts on open deals who are unsubscribed or not in Mailchimp, and contacts with no email.
**Rules & Guidelines:**
* Tools named `pipedrive-*` are on the pipedrive server; tools named `mailchimp-*` are on the mailchimp server.
* This prompt is read-only. Do not call `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-segment-member`, `pipedrive-update-person`, `pipedrive-update-organization`, `pipedrive-update-deal`, `pipedrive-add-activity`, `pipedrive-add-note` or any other add or update tool on either server.
**Validation:**
* Match emails case-insensitively and trim spaces.
* If the organization has no people, report the deals alone and say there is no one to look up in Mailchimp.
* If no contact at the organization is in Mailchimp, say so plainly rather than showing an empty table.Who it's for
One answer, three teams that use it
Account executives
Know who reads your email
See each contact's opens and clicks next to the open deals before you call the account.
Which contacts at Fabrikam opened or clicked our Mailchimp emails in the last 90 days?
Account managers
Find unreachable deal contacts
Deal contacts who unsubscribed, are missing from Mailchimp or have no email are listed.
Which contacts on open Northwind Traders deals cannot be reached by Mailchimp email?
Email marketers
Support sales at key accounts
See engagement at an account so you can tailor what goes to the people on open deals.
How engaged is Contoso with our Mailchimp campaigns this quarter, by contact?
How it works
What PopdockAI does when you ask
You name the Pipedrive organization and a window, and your AI assistant checks each contact in Mailchimp. It sorts by clicks and only reads both systems.
01
Ask
You name the Pipedrive organization and a window.
02
Read
It reads the organization's people and open deals.
03
Check
It looks up each email in Mailchimp for status, opens and clicks.
04
Report
You get a table by clicks, the most engaged contact and the gaps.
What PopdockAI provides
The tools behind the answer
Ready made tools for Pipedrive and one secure connection to your AI tool. No code, no exports.
pipedrive-get-organization
pipedrive-get-person
pipedrive-get-deal
mailchimp-get-list-member
mailchimp-get-campaign-email-activity
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
Know which deal contacts email can still reach
Related use cases
More ways to put this data to work
Add Pipedrive contacts to a Mailchimp audience
Ask your AI to add Pipedrive people for an owner or organization to a Mailchimp audience and it skips existing and opted-out members, adding the rest as pending.
Learn More
Create Pipedrive leads from Mailchimp campaign clicks
Ask your AI to create Pipedrive leads from a Mailchimp campaign's clickers and it adds only people missing from Pipedrive, never creating organizations.
Learn More
Pipedrive person Mailchimp engagement
Give your AI an email and it combines the Pipedrive person, owner, activities and deals with Mailchimp audiences, opens, clicks and store spend.
Learn More
Schedule Pipedrive follow-ups for Mailchimp campaign clickers
Ask your AI to schedule Pipedrive follow-ups for a Mailchimp campaign's clickers and it skips people with open activities, adding one each after you confirm.
Learn More
Add Pipedrive deal contacts to a Constant Contact list
Ask your AI to add the contacts on open deals in a Pipedrive stage to a Constant Contact list, and it skips unsubscribed people and creates contacts only after you confirm.
Learn More
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