Connectors

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Capsule CRM

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Subscribe Capsule CRM pipeline contacts to a Drip campaign
Write
Cross-Connector

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.

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Subscribe Capsule CRM pipeline contacts to a Drip campaign
Add contacts on Proposal stage deals in Capsule CRM to the Drip campaign Proposal Nurture.
14 people sit on open Proposal deals, and 8 can be enrolled in Proposal Nurture. - Example: Jordan Lee, Contoso renewal, 62,000 - Already in the campaign: 3 - Not active in Drip: 3, never added - Campaign status: active Shall I enroll the 8?
Capsule CRM
Sample figures. Your results come from your own account.
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

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Capsule CRM

Capsule CRM
Run it on your own Capsule CRM data.

Connect Capsule CRM, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Gather

It collects people on open deals at that milestone.

capsule-crm-get-milestone
capsule-crm-get-opportunity
capsule-crm-get-party

03

Check

It keeps only active Drip subscribers not yet in the campaign.

drip-get-campaign
drip-get-subscriber
drip-get-campaign-subscriber

04

Confirm

You see the table, then it enrolls each person.

Your AI tool

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.

get-data

drip-get-campaign

Returns Drip email series campaigns with status, active and unsubscribed counts, number of emails, sender and opt-in settings. Filter by name, status, minimum active subscribers or created date.
get-data

capsule-crm-get-opportunity

Returns Capsule CRM sales opportunities with milestone, value, currency, probability, expected close date, owner and lost reason. Filter by name, party, owner, milestone, value range, expected close date or closed date.
get-data

capsule-crm-get-party

Returns people and organizations from Capsule CRM with email, phone, job title, organization, location, owner and last contacted date. Filter by name, email, type, organization, owner, city, state or country.
get-data

drip-get-subscriber

Returns Drip people (subscribers) with name, email, location, tags, status, GDPR consent, lead score and lifetime value. Filter by exact email, email domain, tag, status, country, minimum lead score, minimum lifetime value or date added.
get-data

drip-get-campaign-subscriber

Returns the people subscribed to each Drip email series campaign, with the campaign's status and the person's tags and lead score. Filter by campaign id or name, a person's email, subscriber status or minimum lead score.
run-action

drip-add-subscriber-to-campaign

Subscribes a person to a Drip email series campaign by email address. Drip creates the person if they are not in Drip yet.
get-data

capsule-crm-get-milestone

Returns the Capsule CRM sales pipeline milestones with probability, days until stale and whether each is a closing milestone. Filter by name or closing flag.
Read only.Nothing in Capsule CRM Changes

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.

How Popdock AI secures your data

The outcome

The right series for every deal stage, consent intact

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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