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GoTo Webinar

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Add GoTo Webinar attendees as Salesforce leads
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Cross-Connector

Turn new webinar attendees into Salesforce leads

For sales teams who want only genuinely new GoTo Webinar attendees added as leads, by asking their AI assistant.

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Add GoTo Webinar attendees as Salesforce leads
Create Salesforce leads for anyone who attended our Q3 product update webinar for at least 10 minutes and is not already in Salesforce.
52 attendees qualified, 41 are already in Salesforce, and 10 would be new leads. - Jordan Lee: jordan@fabrikam.com, company Fabrikam - Alex Kim: personal email, company needed from you - Ambiguous: 1 email matches two leads, listed not picked - Lead source: Webinar Shall I create the 10 leads once you add the missing company?
GoTo Webinar
Sample figures. Your results come from your own account.
goto-webinar-get-webinar
goto-webinar-get-attendee
salesforce-get-contact
salesforce-get-lead
salesforce-add-lead

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 imports turn customers into duplicate leads

Turning webinar attendees into Salesforce leads means checking every email against contacts and leads, then filling in a company GoTo Webinar never captured. Skip the check and existing customers come back as new leads.

Without PopdockAI

  • Export the attendee list from GoTo Webinar
  • Search Salesforce contacts, then leads, for every email
  • Guess a company for each attendee
  • Clean up the duplicate leads afterwards

With PopdockAI

  • Each email is checked against contacts, then leads
  • Ambiguous matches are listed, never picked
  • A company is proposed from business email domains
  • Nothing is created until you confirm, one lead per email at most

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 Salesforce lead for every attendee of the GoTo Webinar webinar `{webinar}` who attended at least `{min-minutes}` minutes (default 0) and is not already a Salesforce contact or lead, with lead source `{lead-source}` (default Webinar).

**Step 1: Find the webinar**

Call `goto-webinar-get-webinar` (GoTo Webinar) with `webinar-name.contains` set to `{webinar}`. If `{webinar}` is all digits, filter by `webinar-key` instead. If more than one webinar matches, list each one's webinar-name, date and webinar-key and stop so the user can choose. If none match, say so and stop. Keep the `webinar-key`, `webinar-name` and `date`.

**Step 2: Read the attendees**

Call `goto-webinar-get-attendee` (GoTo Webinar) with `webinar-key`. Keep attendees whose `total-time-attended` is at least `{min-minutes}` minutes (if total-time-attended comes back in seconds, convert it). Drop rows with a blank email and count them.

**Step 3: Check Salesforce for each attendee**

Match each email address to Salesforce in this order, and stop at the first hit:
1. `salesforce-get-contact` (Salesforce) with `email` set to the address. A hit is a contact: keep `contact-id`, `name`, `account-name`, `account-id` and `owner`.
2. `salesforce-get-lead` (Salesforce) with `email` set to the address. A hit is a lead: keep `lead-id`, `name`, `company`, `status`, `converted` and `owner`. Ignore leads where `converted` is true when a contact also matched.
3. No hit on either: the person is unknown to Salesforce.

Compare addresses case-insensitively and trimmed. Never match on name alone. If one address matches more than one contact, or more than one unconverted lead, mark the person "ambiguous" and list every match rather than picking one.

Only "unknown" attendees go forward. List contacts, leads and ambiguous matches in the report but create nothing for them.

**Step 4: Build the lead list**

`salesforce-add-lead` needs `last-name` and `company`. GoTo Webinar does not return a company, so:
- For a business email domain, propose the domain as the company (jane@acme.com becomes "acme.com").
- For a personal domain (gmail.com, outlook.com, hotmail.com, yahoo.com, icloud.com, aol.com and similar), leave company blank and ask the user for it.
- If last-name is blank, use the part of the email before the @ and flag it.

Show the list as a table: first-name, last-name, email, proposed company, minutes attended. Then STOP and ask the user to confirm, edit the companies, or remove rows. Do not create anything until the user confirms.

**Step 5: Create the leads**

After confirmation, call `salesforce-add-lead` (Salesforce) once per confirmed row with `first-name`, `last-name`, `email`, `company` and `lead-source` set to `{lead-source}` (default Webinar). Do not set `status`, so Salesforce applies its default. If a call fails, record the error and continue with the next row.

**Step 6: Report**

A table of created leads with the returned id, a table of failures with the error, and one line each for how many attendees were already contacts, already leads, ambiguous, skipped for no email, and below the minute threshold.

**Rules & Guidelines:**

* Tools starting goto-webinar- are on the GoTo Webinar server; tools starting salesforce- are on the Salesforce server. Both must be connected.
* The only write this prompt may make is `salesforce-add-lead`, once per confirmed row, after the user confirms in Step 4.
* Do NOT call `salesforce-update-lead`, `salesforce-add-contact`, `salesforce-update-contact` or `salesforce-add-task`. Do NOT call `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`.
* Never create a lead for an email that matched a contact or an unconverted lead.

**Validation:**

* If no attendee qualifies, say so and stop.
* If every attendee is already in Salesforce, report the breakdown and stop without asking for confirmation.
* If two attendee rows share an email, create at most one lead.

Who it's for

One answer, three teams that use it

Sales development reps

Work fresh webinar leads, not known names

Only attendees Salesforce has never seen become leads, so your queue is people worth a first call.

Create Salesforce leads for new attendees of the Contoso pricing webinar who stayed at least 15 minutes, lead source Webinar.

Marketing operations

Load webinar leads with a company on each

Business email domains become a proposed company and personal addresses wait for you, so leads arrive complete enough to route.

Add the Northwind Traders partner webinar attendees to Salesforce as leads and show me which ones need a company filled in.

Salesforce administrators

Stop duplicate leads at the source

Every attendee is checked against contacts and leads first, and duplicate emails produce one lead at most.

Which attendees of last week's Fabrikam onboarding webinar would be new Salesforce leads? Show the ambiguous matches before creating anything.

How it works

What PopdockAI does when you ask

You name the webinar and your AI assistant checks each attendee against Salesforce and builds the list of genuinely new people. You review and edit it before any lead is created.

01

Ask

You name the webinar, and optionally a minimum time and lead source.

Your AI tool

02

Check

It matches each attendee's email against Salesforce contacts, then leads.

goto-webinar-get-webinar
goto-webinar-get-attendee
salesforce-get-contact
salesforce-get-lead

03

Build

It proposes a company from business email domains and lists ambiguous matches.

No items found.

04

Confirm

You review and edit the list, and it creates at most one lead per email.

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

salesforce-get-contact

Returns Salesforce contacts with their account, title, department, email, phone, mailing address, owner and lead source. Filter by name, email, account, title, owner, lead source and mailing city or state.
get-data

salesforce-get-lead

Returns Salesforce leads with their company, status, source, owner, contact details, location and whether they are converted. Filter by name, company, email, status, lead source, owner, state, converted flag and created date.
run-action

salesforce-add-lead

Creates a Salesforce lead with name, company, title, email, phone, industry, status and lead source.
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

Only new people become new leads

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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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