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See where your CRM contacts and Drip subscribers disagree
For sales and marketing teams who want a Dynamics 365 Sales account's contacts audited against Drip, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
CRM contacts and Drip subscribers quietly disagree
An account's contacts and your Drip subscribers drift apart: people missing from Drip, contacts inactive in the CRM but still mailed, names spelled differently. Auditing one account means checking each contact by hand.
Without PopdockAI
- List the account's contacts
- Search each email in Drip
- Note status and name differences by hand
- Keep mailing someone inactive in the CRM
With PopdockAI
- The account's contacts are read and looked up in Drip
- Each contact gets one finding, from not in Drip to name differs
- Counts per finding, with failed lookups marked
- Fixes are suggested, never made
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 Dynamics 365 Sales account `{account-name}`, compare its contacts with Drip subscribers and report where the two systems disagree. Check at most `{max-contacts}` contacts (default 50).
**Step 1: Contacts in Dynamics 365 Sales**
Call `dynamics-365-sales-get-contacts` with `parent-customer` = `{account-name}` and `max-records` = `{max-contacts}` (50 if blank). If nothing comes back, retry with `parent-customer.contains`. If that matches contacts under several different accounts, list the account names and stop so the user can pick one.
**Step 2: Look each email up in Drip**
For every contact with an email, call `drip-get-subscriber` with `email` set to the contact's email.
**Step 3: Report**
A table with one row per contact: full-name, email, Dynamics status, Drip status, Drip lead-score, Drip tags, and a Finding column using exactly one of:
* **Not in Drip** - the contact has an email but no Drip subscriber.
* **Unsubscribed in Drip** - Drip status is unsubscribed while the contact is active in Dynamics.
* **Inactive in CRM, active in Drip** - the contact is inactive in Dynamics but still an active subscriber.
* **Name differs** - first-name or last-name differ between the two.
* **Matched** - nothing to fix.
* **No email** - the contact has no email, so it cannot be checked.
End with counts per finding.
**Rules & Guidelines:**
* `drip-*` tools are on the drip MCP server; `dynamics-365-sales-*` tools are on the dynamics-365-sales MCP server. If either set is missing, stop and say which server is not connected.
* Email is the only key shared by the two systems. Compare emails case-insensitively and trimmed. Never match on name alone; a name-only match is reported as "possible match, not confirmed".
* This prompt is read-only. Do not call `drip-add-subscriber`, `drip-update-subscriber`, `drip-unsubscribe-subscriber`, `dynamics-365-sales-update-contact` or `dynamics-365-sales-create-contact`. Suggest the fixes; do not make them.
**Validation:**
* If the account has no contacts, say so and stop.
* If a Drip lookup errors, mark that row "Drip lookup failed" and continue with the rest.Who it's for
One answer, three teams that use it
Account managers
Check your account's marketing reach
See which contacts are missing from Drip or unsubscribed there.
Compare the contacts at Contoso in Dynamics 365 Sales with our Drip subscribers.
Marketing operations
Stop mailing inactive contacts
Contacts inactive in the CRM but active in Drip are flagged for clean up.
Which Fabrikam contacts are inactive in Dynamics 365 Sales but still active in Drip?
CRM administrators
Fix name and status mismatches
Name differences and status gaps are listed with suggested fixes.
Reconcile up to 40 Northwind Traders contacts with Drip and list the name differences.
How it works
What PopdockAI does when you ask
You name the account and how many contacts to check and your AI assistant compares them with Drip. It stops if the account name is ambiguous and changes nothing.
01
Ask
You name the Dynamics 365 Sales account and how many contacts to check.
02
Read
It reads the account's contacts and looks up each email in Drip.
03
Classify
Each contact gets one finding, such as unsubscribed or inactive in CRM.
04
Report
You get counts per finding and suggested fixes, with nothing changed.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics 365 Sales and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-365-sales-get-contacts
drip-get-subscriber
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
A clear list of where CRM and Drip disagree
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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