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Put every Mailchimp clicker on the right HubSpot owner's list
For sales teams who want campaign clicks turned into follow-up lists by HubSpot owner, by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Interested clickers that nobody owns
Campaign clicks show interest, but in Mailchimp nobody owns the follow up. Matching clickers to HubSpot owners and open deals by hand is slow enough that most never get a call.
Without PopdockAI
- Export clickers and links from the campaign
- Strip out unsubscribe and preference links
- Search HubSpot for owner, stage and deals
- Split the list by owner by hand
With PopdockAI
- Clickers and links are gathered, housekeeping links left out
- Each is looked up for owner, stage, lead status and deals
- Lists are grouped by owner
- Unknown and unowned clickers get their own groups, nothing created
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Turn the clickers of the Mailchimp campaign titled `{campaign-title}` into a follow-up list for HubSpot owners, enriching at most `{max-contacts}` people (default 50 if blank).
**Step 1: Find the campaign**
Call `mailchimp-get-campaign` with `title.contains` set to `{campaign-title}`. If more than one campaign matches, list them with `title`, `send-date` and `campaign-id` and stop so the user can choose. If none matches, say so and stop.
**Step 2: Who clicked**
Call `mailchimp-get-campaign-email-activity` with `campaign-id` set to the campaign's `campaign-id` and `action` set to `click`. Collect distinct `email-address` values with their click count and the URLs clicked. Keep the top clickers by click count, up to the limit.
**Step 3: Carry each email into HubSpot**
For each clicker call `hubspot-get-contacts` with `email` set to their `email-address`. Note `record-id`, name, `company-name`, `contact-owner`, `lifecycle-stage` and `lead-status`. If the contact has a `company-id`, call `hubspot-get-deals` with `company-id` set to it and note deals whose `deal-stage-name` is not a closed stage.
**Step 4: Report**
Group by `contact-owner`. Within each owner, a table of name, email, company, lifecycle stage, clicks, URLs clicked and open deals. Put clickers with no HubSpot contact in a final group titled "Not in HubSpot", and clickers with no owner in "Unowned".
**Rules & Guidelines:**
* `mailchimp-get-campaign` and `mailchimp-get-campaign-email-activity` are on the Mailchimp server; `hubspot-get-contacts` and `hubspot-get-deals` are on the HubSpot server.
* Match on email address only, compared case-insensitively with surrounding spaces trimmed. Never match on name alone.
* This prompt is read-only. Do not call `hubspot-add-contact`, `hubspot-update-contact`, `hubspot-add-contact-note`, `hubspot-add-company`, `hubspot-update-company`, `hubspot-add-company-note`, `hubspot-add-deal`, `hubspot-update-deal`, `hubspot-add-deal-note`, `hubspot-add-ticket`, `hubspot-update-ticket` or `hubspot-add-ticket-note` on HubSpot, and do not call `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-customer`, `mailchimp-update-customer`, `mailchimp-add-segment-member`, `mailchimp-start-automation`, `mailchimp-pause-automation`, `mailchimp-replicate-campaign`, `mailchimp-update-product` or `mailchimp-update-order` on Mailchimp.
* Do not create contacts for clickers missing from HubSpot; list them only.
**Validation:**
* If the campaign has no clicks, say so and stop.
* If a click URL is an unsubscribe or preferences link, leave it out of the URLs clicked and do not count it as a click.Who it's for
One answer, three teams that use it
Sales reps
See which of your contacts clicked
Get your own list of clickers with lifecycle stage and open deals, ready to follow up.
Which of my HubSpot contacts clicked our Mailchimp Webinar Invite?
Sales managers
Distribute campaign interest fairly
Clickers are grouped by owner, with unowned contacts called out for assignment.
Group the clickers of our Mailchimp Q1 Launch email by HubSpot owner and show anyone unowned.
Marketing managers
Find clickers not yet in the CRM
Clickers not in HubSpot are listed separately, so you can decide whether to add them.
Which clickers of the Mailchimp Contoso case study are not in HubSpot?
How it works
What PopdockAI does when you ask
You name the campaign and how many people to enrich, and your AI assistant puts each clicker on the right owner's list. It only reads.
01
Ask
You name the campaign and how many people to enrich.
02
Collect
It gathers clickers and links, leaving out unsubscribe and preference links.
03
Match
Each is looked up in HubSpot for owner, stage, lead status and open deals.
04
Report
You get lists by owner, plus groups for not in HubSpot and unowned.
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
mailchimp-get-campaign-email-activity
hubspot-get-contacts
hubspot-get-deals
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
Every clicker on the right owner's list
Related use cases
More ways to put this data to work
Log Mailchimp campaign clicks as HubSpot contact notes
Ask your AI to log a Mailchimp campaign's clicks in HubSpot and it adds one note per contact with the links clicked, after you review and confirm every note.
Learn More
Reconcile Mailchimp unsubscribes with HubSpot consent
Ask your AI to reconcile Mailchimp unsubscribes with HubSpot and it lists people still subscribed in HubSpot or on open deals, changing nothing.
Learn More
Add Mailchimp store customers missing from HubSpot
Ask your AI to find Mailchimp store customers over a spend threshold who are not in HubSpot, and it creates only the contacts you confirm, with no duplicates.
Learn More
Check Mailchimp reachability for overdue HubSpot invoices
Ask your AI to check overdue HubSpot invoices against Mailchimp and it classes each billing contact as reachable, doubtful or unreachable, with balances per class.
Learn More
Capture Mailchimp campaign clickers as Salesforce leads
Ask your AI to create Salesforce leads from a Mailchimp campaign's clickers and it drops existing contacts, leads and unsubscribes, then creates only what you confirm.
Learn More
One prompt template with infinite possibilities.
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