Connectors

/

GoTo Webinar

/

Add GoTo Webinar attendees as Dynamics 365 Sales leads
Write
Cross-Connector

Turn webinar attendees into Dynamics 365 Sales leads, no duplicates

For marketing teams who want GoTo Webinar attendees in front of sales fast, with their questions, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Add GoTo Webinar attendees as Dynamics 365 Sales leads
Add the attendees of our Cash flow forecasting webinar in GoTo Webinar as leads in Dynamics 365 Sales.
38 people attended, 28 are already in Dynamics 365 Sales, and 9 would be new leads. - New lead: Jordan Lee, Fabrikam, asked about multi-currency forecasts - New lead: Priya Shah, Northwind Traders, no questions - Not created: 1 attendee has no last name - Note: each lead gets a note of attendance and questions as asked Want to remove anyone before I create the 9 leads?
GoTo Webinar
Sample figures. Your results come from your own account.
goto-webinar-get-webinar
goto-webinar-get-attendee
goto-webinar-get-registrant
goto-webinar-get-question
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads
microsoft-dynamics-365-sales-create-lead
microsoft-dynamics-365-sales-create-note

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

GoTo Webinar

GoTo Webinar
Run it on your own GoTo Webinar data.

Connect GoTo Webinar, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Webinar leads go cold while the import gets cleaned up

Getting webinar attendees into Dynamics 365 Sales means importing a list and then hunting for people who are already contacts or leads. The questions they asked get lost on the way, and by the time the list is clean their interest has cooled.

Without PopdockAI

  • Export attendees and registrants from GoTo Webinar
  • Search Dynamics 365 Sales for every email by hand
  • Copy questions into notes, or skip them
  • Merge the duplicates the import still creates

With PopdockAI

  • Attendees, registrants and questions are read in one pass
  • Existing contacts and leads are dropped, matched by email
  • You review the list and nothing is created until you confirm
  • Each new lead gets a note with attendance and questions

The prompt

Use this prompt

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

Prompt
**Objective:** Create a Dynamics 365 Sales lead for each person who attended the GoTo Webinar webinar `{webinar-name}` and is not yet a contact or lead, with a note recording their attendance, after one confirmation. Include registrants who did not attend only if `{include-no-shows}` is yes (default no).

**Step 1: Identify the webinar (goto-webinar)**

Call `goto-webinar-get-webinar` with webinar-name.contains set to `{webinar-name}`. Set date.to to today and use the most recent past session. If nothing matches, stop and say so. If more than one distinct webinar key matches, list each with its name, date and webinar key, and ask which one to use. Keep the webinar key, name and date.

**Step 2: Collect the people (goto-webinar)**

Call `goto-webinar-get-attendee` with the webinar key. If `{include-no-shows}` is yes, also call `goto-webinar-get-registrant` with the webinar key and add those who did not attend. Call `goto-webinar-get-question` with the webinar key and keep each person's questions by askers-email.

**Step 3: Remove people already in the CRM (dynamics-365-sales)**

For each distinct email, call `dynamics-365-sales-get-contacts` with `email` set to it and `dynamics-365-sales-get-leads` with `email` set to it. Drop anyone either call returns.

**Step 4: Confirm**

Show a table of the leads to create: first name, last name, email, topic ("Webinar: " plus the webinar name), attended (yes/no), time attended. Say how many people were skipped as existing contacts or leads. Ask for one explicit yes; the user may remove rows first. Create at most 25 leads per run; if there are more, say how many remain for a second run.

**Step 5: Create (dynamics-365-sales)**

After a yes, for each confirmed person:

1. `dynamics-365-sales-create-lead` with `topic`, `first-name`, `last-name` and `email`. Keep the returned `id`.
2. `dynamics-365-sales-create-note` with `regarding-id` set to that `id`, `title` "Webinar attendance: " plus the webinar name, and `text` giving the webinar date, attended or registered only, time attended, and any questions they asked, quoted as asked.

**Step 6: Verify and report**

Call `dynamics-365-sales-get-leads` with `email` for each created lead. Report a table: name, email, lead id, note created (yes/no), and any failure as returned.

**Rules & Guidelines:**

* `goto-webinar-*` tools are on the goto-webinar server; `dynamics-365-sales-*` tools are on the dynamics-365-sales server. If a tool from either server is missing, stop and say which server is not connected.
* The only write tools this prompt may call are `dynamics-365-sales-create-lead` and `dynamics-365-sales-create-note`, each once per person, after the yes.
* Never call `dynamics-365-sales-update-lead`, `dynamics-365-sales-create-contact`, `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`.
* Leave `lead-source` and `rating` empty unless the user gives values; their options are specific to the Dynamics 365 Sales organisation.
* If `dynamics-365-sales-create-lead` fails for a person, skip their note, carry on with the rest, and report the error. Do not retry with changed values.
* Match email addresses case-insensitively after trimming spaces. GoTo Webinar and Dynamics 365 Sales share no other key, so never match two people on name alone; a name-only similarity may be mentioned as "possible match" but is not a match.

**Validation:**

* A person with no email or no last name is not created. List them separately and say why.
* If the user does not answer yes, stop without writing anything.

Who it's for

One answer, three teams that use it

Marketing managers

Hand attendees to sales the same day

Webinar attendees reach sales while the session is still fresh, without an export and clean up in between.

Turn everyone who attended yesterday's Supplier onboarding webinar into Dynamics 365 Sales leads, but skip anyone we already have.

Sales development reps

Start each call knowing what they asked

Every new lead arrives with a note of attendance and the questions asked, so the first call picks up where the webinar left off.

Add the Contoso product demo attendees and no-shows as Dynamics 365 Sales leads with their webinar questions in a note.

CRM administrators

Keep duplicate leads out of the CRM

Anyone already a contact or lead is matched by email and left out, so a webinar import never adds a second record for a known person.

Check which Fabrikam roadmap webinar attendees are not yet in Dynamics 365 Sales and create leads only for those.

How it works

What PopdockAI does when you ask

You name the webinar and your AI assistant gathers the attendees and checks Dynamics 365 Sales for anyone already there. Leads are created only after you have reviewed the list and said yes.

01

Ask

You name the webinar and whether to include no-shows.

Your AI tool

02

Collect

It reads attendees, registrants and questions from GoTo Webinar.

goto-webinar-get-webinar
goto-webinar-get-attendee
goto-webinar-get-registrant
goto-webinar-get-question

03

Check

It drops anyone already a contact or lead in Dynamics 365 Sales, matched by email.

microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads

04

Confirm

You review the list, and it creates the leads with notes and checks each one.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for GoTo Webinar and one secure connection to your AI tool. No code, no exports.

get-data

goto-webinar-get-webinar

Returns GoTo Webinar webinars with their date, start and end time, time zone, status, experience type and registration URL. Filter by webinar name, date range, status or experience type.
get-data

goto-webinar-get-attendee

Returns who attended GoTo Webinar sessions, with the date attended and total time attended. Filter by webinar, session, email, last name or date attended.
get-data

goto-webinar-get-registrant

Returns the people registered for GoTo Webinar webinars, with their status, registration date, time zone and join URL. Filter by webinar, email, last name, status or registration date.
get-data

goto-webinar-get-question

Returns the questions attendees asked in GoTo Webinar sessions, with the asker's email, the answer and who answered it. Filter by webinar, session, asker's email, question text or date asked.
get-data

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-leads

Returns Dynamics 365 Sales leads. Filter by created date, name, status, rating, owner, company name, email and lead source, and cap how many records come back.
run-action

microsoft-dynamics-365-sales-create-lead

Creates a sales lead in Dynamics 365 Sales. Takes the topic and last name, plus optional company name, email, lead source, business phone, first name, job title and rating.
run-action

microsoft-dynamics-365-sales-create-note

Adds a note to a record (an account, contact, lead, opportunity or case) in Dynamics 365 Sales. Takes the regarding record and note text, plus optional title.
Read only.Nothing in GoTo Webinar 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

New leads with context, and no duplicates

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation