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Enroll Capsule CRM deal contacts in the right Drip series
For marketing teams who want people on deals at a given stage enrolled in a matching Drip email series, consent respected, by their AI.
On this page
Connector
Connect Capsule CRM, pick your AI tool and paste the prompt.
The problem
Enrolling deal contacts can add people without consent
Contacts on deals at a given stage often need a matching email series, but getting them there means pulling opportunities, finding the people and checking each email in Drip. Enrol the wrong address and Drip creates a subscriber who never opted in.
Without PopdockAI
- Pull deals at the stage from Capsule CRM
- Find the people behind each deal
- Check every email in Drip
- Create a subscriber who never opted in
With PopdockAI
- People on open deals at the milestone are collected
- Only existing active subscribers not in the campaign are kept
- It warns when the campaign is not active
- You confirm before anyone is enrolled
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Add the people on open Capsule CRM opportunities at milestone `{milestone-name}` to the Drip campaign named `{campaign-name}`, but only those already active in Drip and not yet in that campaign.
**Step 1: Find the Drip campaign**
Call `drip-get-campaign` with `name.contains` set to `{campaign-name}`. If none or more than one matches, list what came back and stop. Keep its `campaign-id` and `status`. If its status is not active, warn the user that subscribers will not receive email until the campaign is activated.
**Step 2: Find the opportunities**
Call `capsule-crm-get-opportunity` with `milestone-name` set to `{milestone-name}`. Keep only those with no `closed-on-date`. Keep `name`, `party-name` and `value`.
**Step 3: Get the contacts' emails**
For each opportunity, call `capsule-crm-get-party` with `name` set to its `party-name` and keep `email`. If that party is an organization, also call `capsule-crm-get-party` with `organization-name.contains` set to its name and keep each person's `email`.
**Step 4: Check them in Drip**
For each email:
* Call `drip-get-subscriber` with `email` set to it. Keep it only if a subscriber comes back with status active.
* Call `drip-get-campaign-subscriber` with `email` set to it and `campaign-id` set to the campaign's `campaign-id`. Drop it if they are already in the campaign.
**Step 5: Confirm, then enroll**
Show a table: email, opportunity, milestone, value. Ask the user to confirm. Do not enroll anyone until they say yes.
After confirmation, for each row call `drip-add-subscriber-to-campaign` once with `campaign_id` set to the campaign's `campaign-id` and `email` set to the email.
**Step 6: Report**
People enrolled, people already in the campaign, and contacts not enrolled because they are not active Drip subscribers.
**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.
* The only tool that may write is `drip-add-subscriber-to-campaign`, and only for emails that Step 4 proved are active Drip subscribers. It creates a new subscriber for an unknown email, so never pass it an email that is not already in Drip.
* Do NOT call these Drip tools: `drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-remove-subscriber-tag`, `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 open opportunities sit at `{milestone-name}`, say so and stop. Call `capsule-crm-get-milestone` to list valid milestone names if the name may be wrong.
* If `drip-add-subscriber-to-campaign` fails for one person, report the error and carry on with the rest.Who it's for
One answer, three teams that use it
Marketing managers
Nurture deals by stage
Put contacts on proposal stage deals into the matching nurture series.
Add contacts on Negotiation stage deals in Capsule CRM to the Drip campaign Closing Stories.
Sales reps
Support your deals with email
Back up your conversations with a relevant series for each stage.
Enroll people on my Proposal deals in the Drip campaign Proposal Nurture. I am Jo Lee.
Marketing operations
Keep Drip clean and consented
Only active subscribers are enrolled, and nobody new is created.
Which contacts on Qualified deals can be enrolled in the Drip campaign Discovery Follow Up?
How it works
What PopdockAI does when you ask
You name a milestone and a Drip campaign, and your AI assistant plans the enrolments. Nobody new is created in Drip, and nobody is enrolled until you confirm.
01
Ask
You name a Capsule CRM milestone and a Drip campaign.
02
Gather
It collects people on open deals at that milestone.
03
Check
It keeps only active Drip subscribers not yet in the campaign.
04
Confirm
You see the table, then it enrolls each person.
What PopdockAI provides
The tools behind the answer
Ready made tools for Capsule CRM and one secure connection to your AI tool. No code, no exports.
drip-get-campaign
capsule-crm-get-opportunity
capsule-crm-get-party
drip-get-subscriber
drip-get-campaign-subscriber
drip-add-subscriber-to-campaign
capsule-crm-get-milestone
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
The right series for every deal stage, consent intact
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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