Connectors

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Drip

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Trace Drip campaign subscribers to OnePageCRM deals
Report
Cross-Connector

See which Drip campaign subscribers have OnePageCRM deals

For marketers who want to link campaigns to pipeline, just by asking their AI assistant.

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Trace Drip campaign subscribers to OnePageCRM deals
Which subscribers of the Onboarding series campaign in our Northwind Drip account have deals in OnePageCRM?
Of 25 Onboarding series subscribers, 9 are tied to OnePageCRM deals and the open pipeline reached is 74,500. - Dana Whitfield: subscribed, Warehouse rollout, Proposal, 18,500 - Marcus Lee: subscribed, Network upgrade, Negotiation, 22,000 - Not in the CRM: 11 subscribers Want the full table with deal statuses?
Drip
Sample figures. Your results come from your own account.
drip-get-campaign
drip-get-campaign-subscriber
onepagecrm-get-contact
onepagecrm-get-deal

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Drip

Drip
Run it on your own Drip data.

Connect Drip, pick your AI tool and paste the prompt.

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The problem

Nobody knows how much pipeline a campaign reaches

Marketing cannot easily tell which Drip campaign subscribers are tied to live OnePageCRM deals. Without that link, nobody can say how much pipeline a campaign touches.

Without PopdockAI

  • Export campaign subscribers from Drip
  • Search OnePageCRM for each email
  • Read each contact's deals
  • Total the open pipeline by hand

With PopdockAI

  • The campaign is found and its subscribers read
  • Each email is matched to a OnePageCRM contact
  • Deals and total open pipeline are reported
  • Matched on email only and read-only

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** For Drip campaign `{campaign-name}` in account `{drip-account}`, show which subscribers (up to `{max-subscribers}`, default 25) are tied to deals in OnePageCRM.

**Step 1: Find the campaign (Drip)**

Call `drip-get-campaign` with company `{drip-account}` and name.contains `{campaign-name}`. If more than one matches, list them and stop.

**Step 2: List its subscribers (Drip)**

Call `drip-get-campaign-subscriber` with company `{drip-account}`, campaign-name set to the matched name and max-records `{max-subscribers}`. Keep email and status.

**Step 3: Find the CRM side (OnePageCRM)**

For each email call `onepagecrm-get-contact` with that email. If found, call `onepagecrm-get-deal` with contact-id set to the contact id. No contact means not in the CRM.

**Step 4: Report**

Table: email, subscription status, CRM contact, deals (name, stage, status, amount). Total pipeline amount of open deals reached by this campaign.

**Rules & Guidelines:**

* OnePageCRM tools are `onepagecrm-*`; Drip tools are `drip-*`. Both servers must be connected.
* This prompt is read-only. Never call any `onepagecrm-add-*`, `onepagecrm-update-*`, `onepagecrm-delete-*` tool, nor any Drip tool that adds, updates, removes, pauses, activates or unsubscribes.
* Match on email, case-insensitive and trimmed. Never match on name alone.

**Validation:**

* If the campaign has no subscribers, stop and say so.
* Report subscribers with no CRM contact as a count.

Who it's for

One answer, three teams that use it

Marketing managers

Show campaign reach in pipeline terms

Get the total open pipeline linked to a campaign's subscribers for your next report.

How much open OnePageCRM pipeline do subscribers of our Drip Trial Nurture campaign have?

Sales reps

See which of your deals marketing is touching

Know which deal contacts are receiving a campaign before your next call.

Which subscribers of the Drip Product Update campaign have deals in OnePageCRM?

Marketing analysts

Find subscribers with no CRM contact

Subscribers with no OnePageCRM contact are counted, showing gaps between the systems.

How many subscribers of the Drip Newsletter campaign are not in OnePageCRM?

How it works

What PopdockAI does when you ask

You name a Drip campaign and your AI assistant traces its subscribers to OnePageCRM deals. It reports only.

01

Ask

You name the campaign and the Drip account.

Your AI tool

02

Find

It finds the campaign and reads its subscribers.

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

03

Match

It looks each email up in OnePageCRM and reads their deals.

onepagecrm-get-contact
onepagecrm-get-deal

04

Report

You get a table with deals and the total open pipeline reached.

Your AI tool

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.

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

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.
get-data

onepagecrm-get-contact

Returns contacts from OnePageCRM, with name, company, email, phone, owner and next action. Filter to find one contact or a group.
get-data

onepagecrm-get-deal

Returns deals from OnePageCRM, with their stage, status, amount, expected close date, owner and linked contact or company. Filter by stage, status or date.
Read only.Nothing in Drip 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

State the open pipeline a campaign reaches

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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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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See Documentation