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See which of your contacts a Drip campaign is reaching
For sales reps who want a Drip campaign's audience shown against their Capsule CRM contacts and deals, by asking their AI assistant.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
The problem
Sales does not know who a campaign is reaching
When a Drip series goes out, sales rarely knows which of their contacts receive it or which have open deals. Finding out means exporting subscribers and looking each one up in Capsule CRM.
Without PopdockAI
- Export the campaign's subscribers
- Search Capsule CRM for each email
- Check each person's deals one at a time
- Sort the results by owner
With PopdockAI
- The campaign is found and its subscribers read
- Each is matched in Capsule CRM by email only
- Open opportunities are added, grouped by owner
- Unknown subscribers are listed and nothing is changed
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 Drip campaign named `{campaign-name}`, show which of its subscribers are known to sales in Capsule CRM, who owns them, and what deals they have open, checking at most `{max-records}` subscribers (default 100).
**Step 1: Find the campaign and its subscribers**
Call `drip-get-campaign` with `name.contains` set to `{campaign-name}`. If more than one campaign matches, list their names and `campaign-id` values and stop. If exactly one matches, call `drip-get-campaign-subscriber` with `campaign-id` set to its `campaign-id` and `max-records` set to `{max-records}` (default 100). Keep `email`, `first-name`, `last-name`, `status`, `campaign-status` and `lead-score`.
**Step 2: Look each subscriber up in Capsule CRM**
For each subscriber, call `capsule-crm-get-party` with `email` set to their email. Keep `party-id`, `name`, `organization-name` and `owner-name`.
**Step 3: Open deals**
For each person found, call `capsule-crm-get-opportunity` with `party-name.contains` set to the party's `name`. Keep opportunities whose `party-name` equals that name exactly and that have no `closed-on-date`.
**Step 4: Report**
* A header line: campaign name, status, number of subscribers checked.
* A table grouped by Capsule owner: name, organization, email, lead score, campaign status, open opportunity name, milestone and value.
* A final group, **Not in Capsule CRM**, with name, email and lead score.
**Rules & Guidelines:**
* Tools whose names start with drip- are on the drip MCP server; tools whose names start with capsule-crm- are on the capsule-crm MCP server. If either set is missing, stop and say which server is not connected.
* Match people across the two systems by email address only, compared case-insensitively after trimming spaces. Never match on name alone.
* This prompt is read-only.
* Do NOT call these Drip tools: `drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-remove-subscriber-tag`, `drip-add-subscriber-to-campaign`, `drip-remove-subscriber-from-campaign`, `drip-remove-subscriber-from-all-campaigns`, `drip-unsubscribe-subscriber`, `drip-start-subscriber-workflow`, `drip-remove-subscriber-from-workflow`, `drip-activate-campaign`, `drip-pause-campaign`, `drip-activate-workflow`, `drip-pause-workflow`.
* Do NOT call these Capsule CRM tools: `capsule-crm-add-party`, `capsule-crm-update-party`, `capsule-crm-add-note`, `capsule-crm-update-note`, `capsule-crm-add-task`, `capsule-crm-update-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `capsule-crm-add-case`, `capsule-crm-update-case`.
**Validation:**
* If no campaign matches `{campaign-name}`, say so and stop.
* If the campaign has no subscribers, say so and stop.Who it's for
One answer, three teams that use it
Sales reps
Know which of your contacts are being emailed
See your own contacts in a campaign with any open deal, milestone and value.
Which of my Capsule CRM contacts are in the Drip Spring Promo campaign?
Sales managers
See deals a campaign may influence
Open opportunities for campaign subscribers are grouped by owner for pipeline reviews.
Show open Capsule CRM deals for subscribers of the Drip Renewal Reminder campaign.
Marketing managers
Find subscribers sales does not know
Campaign subscribers missing from Capsule CRM are listed as possible new leads.
Which subscribers of the Drip Webinar Invite campaign are not in Capsule CRM?
How it works
What PopdockAI does when you ask
You name a Drip campaign and your AI assistant shows its audience through Capsule CRM. It reads only and lists options if several campaigns match.
01
Ask
You name a Drip email series campaign.
02
Read
It finds the campaign and reads its subscribers.
03
Match
It looks up each one in Capsule CRM by email and pulls open opportunities.
04
Report
You get a table grouped by owner, then unknown subscribers.
What PopdockAI provides
The tools behind the answer
Ready made tools for Drip and one secure connection to your AI tool. No code, no exports.
drip-get-campaign
drip-get-campaign-subscriber
capsule-crm-get-party
capsule-crm-get-opportunity
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
Each rep sees which contacts a campaign reaches
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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