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Give marketing and sales the same picture of each contact
For data teams who want Constant Contact contacts checked against Dynamics 365 Sales contacts and leads, by asking their AI assistant.
On this page
Connector
Connect Constant Contact, pick your AI tool and paste the prompt.
The problem
Marketing and sales hold different versions of a contact
Contacts added to Constant Contact from forms and imports do not always exist in Dynamics 365 Sales, and when they do, names, companies, titles and phones often disagree. Checking a list means looking up each email and comparing fields.
Without PopdockAI
- Export contacts from Constant Contact
- Search Dynamics 365 Sales as contact, then lead
- Compare names, companies and phones by eye
- Lose track of who is missing
With PopdockAI
- Each email is looked up as a contact, then a lead
- Name, company, title and phone are compared, phones by digits
- Results sort into four groups with both values shown
- Duplicates are reported, and nothing changes
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Reconcile Constant Contact contacts against Dynamics 365 Sales by email address. If `{list-name}` is given, reconcile the members of that Constant Contact list; otherwise reconcile contacts created in Constant Contact in the last `{lookback-days}` days (default 30). This is read-only.
**Step 1: Collect the Constant Contact contacts**
If `{list-name}` is given, call `constant-contact-get-contact-list-member` with `list-name` set to it. If nothing comes back, retry with `list-name.contains`. If that matches more than one list name, list the names and stop.
Otherwise call `constant-contact-get-contact` with `created-date.from` set to today minus `{lookback-days}` days.
Use `max-records` 200. If 200 come back, say the result was truncated and reconcile those 200 only. Drop rows with no `email-address`.
**Step 2: Look each email up in Dynamics 365 Sales**
For each email, call `dynamics-365-sales-get-contacts` with `email` set to it. If that returns nothing, call `dynamics-365-sales-get-leads` with `email` set to it. Compare emails case-insensitively and trimmed of spaces.
When a Dynamics contact matches, compare these fields and note each difference:
* first-name and last-name (Constant Contact) against first-name and last-name (Dynamics)
* company-name (Constant Contact) against parent-customer (Dynamics)
* job-title against job-title
* phone-number (Constant Contact) against business-phone or mobile-phone (Dynamics); compare digits only
A list-member row carries no company, job title or phone. When reconciling a list, compare names only, unless 25 or fewer matched, in which case call `constant-contact-get-contact` with `contact-id` for each match to get the remaining fields.
**Step 3: Report**
Four groups, each a table with name, email and the relevant Dynamics owner:
1. **Matched, details agree**: a count only, no table.
2. **Matched, details differ**: one row per field difference, showing the Constant Contact value and the Dynamics value.
3. **Lead only in Dynamics**: the lead's status, rating and owner.
4. **Not in Dynamics at all**: name, company and email from Constant Contact.
End with the counts for each group and the total reconciled.
**Rules & Guidelines:**
* `constant-contact-get-contact-list-member` and `constant-contact-get-contact` are on the constant-contact server. `dynamics-365-sales-get-contacts` and `dynamics-365-sales-get-leads` are on the dynamics-365-sales server.
* Read-only. Do NOT call `constant-contact-update-contact`, `constant-contact-add-contact`, `dynamics-365-sales-update-contact`, `dynamics-365-sales-create-contact` or `dynamics-365-sales-create-lead`. To act on the report, suggest the sync-contact-details-from-crm or capture-campaign-leads prompts.
* Do not decide which system is right; report both values.
**Validation:**
* If Step 1 returns no contacts, say so and stop.
* If an email matches more than one Dynamics contact, report it as a duplicate in Dynamics, list the matches, and do not compare details for it.
* If a Dynamics call fails for one email, record it as "not checked" and continue.Who it's for
One answer, three teams that use it
CRM administrators
Find contacts missing from the CRM
People not in Dynamics at all are grouped, ready for review.
Which members of our Webinar Signups list in Constant Contact are not in Dynamics 365 Sales?
Data analysts
Measure data drift between systems
Four clear groups show how much the two systems agree.
Reconcile our Customers list in Constant Contact with Dynamics 365 Sales and count each group.
Marketing operations
Fix details before a targeted send
Differing titles and companies are shown side by side for someone to decide.
Show contacts added to Constant Contact this month whose company differs in Dynamics 365 Sales.
How it works
What PopdockAI does when you ask
You name a list or use recent contacts, and your AI assistant compares them with Dynamics 365 Sales. It only reads and does not decide which system is right.
01
Ask
You name a list, or use contacts created in the last 30 days.
02
Match
It looks up each email as a contact, then as a lead.
03
Compare
It compares name, company, title and phone on matched contacts.
04
Report
You get four groups with both values shown, and nothing changed.
What PopdockAI provides
The tools behind the answer
Ready made tools for Constant Contact and one secure connection to your AI tool. No code, no exports.
constant-contact-get-contact-list-member
constant-contact-get-contact
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
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
Marketing and sales see the same contact
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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