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Capsule CRM contact GoTo Webinar history
Report
Cross-Connector

See a Capsule CRM contact's webinar history at a glance

For sales reps who want to know how engaged a contact or account is with their webinars before reaching out, by asking their AI.

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Capsule CRM contact GoTo Webinar history
What webinars has anyone at Fabrikam attended in the last 180 days?
I searched 9 Fabrikam emails and found activity for 4 people. - Attended: 5 webinars, 214 minutes in total - No-shows: 2 registrations - Upcoming: Jordan Lee is registered for the November product update - Question: Sam Patel asked about API limits, answered live Want the dated table?
Capsule CRM
Sample figures. Your results come from your own account.
capsule-crm-get-party
goto-webinar-get-registrant
goto-webinar-get-attendee
goto-webinar-get-question

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

Webinar engagement takes an afternoon of lookups

To know whether a contact or their company engages with your webinars, you search GoTo Webinar email by email for registrations, attendance and questions. For an organization with many people, that takes an afternoon.

Without PopdockAI

  • Find each person's email in Capsule CRM
  • Search GoTo Webinar one email at a time
  • Tell no-shows from sessions not yet held
  • Repeat for everyone at the organization

With PopdockAI

  • The contact, or everyone at the organization, is found
  • Registrations, attendance and questions are read per email
  • No-shows are told apart from upcoming sessions
  • A dated table and engagement line, 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:** Show the GoTo Webinar history of the Capsule CRM contact `{contact}` over the last `{lookback-days}` days (default 180): what they registered for, what they attended, for how long, and what they asked.

**Step 1: Find the contact in Capsule CRM**

If `{contact}` looks like an email, call `capsule-crm-get-party` with `email` set to it; otherwise use `name.contains`. If more than one party matches, list them with type, organization and email and stop. If none matches, say so and stop.

If the party is an organization, call `capsule-crm-get-party` again with `organization-name.contains` set to its name to find the people who work there, and use their emails. If the party is a person, use their `email`. Keep only people who have an email; if nobody has one, say that GoTo Webinar can only be searched by email and stop.

**Step 2: Read GoTo Webinar for each email**

For each email, with the start date set to today minus the lookback:

* `goto-webinar-get-registrant` with `email` and `registration-date.from`.
* `goto-webinar-get-attendee` with `email` and `date-attended.from`.
* `goto-webinar-get-question` with `askers-email`.

Match attendee rows to registrant rows by `webinar-key`. A registration with no attendee row for the same webinar key is a no-show, unless the webinar is still in the future (compare `webinar-start` with today).

**Step 3: Report**

1. Header: contact name, organization, Capsule owner, number of emails searched, date range.
2. A table, newest first: person, webinar name, webinar date, registered (yes/no), attended (yes / no-show / upcoming), minutes attended, questions asked.
3. The text of each question asked, with the answer if there was one.
4. One line summarizing engagement: how many webinars attended out of how many registered.

**Rules & Guidelines:**

* `capsule-crm-*` tools are on the capsule-crm server; `goto-webinar-*` tools are on the goto-webinar server. If either set is missing, say which server is not connected and stop.
* This prompt is read-only. Do NOT call `capsule-crm-add-note`, `capsule-crm-add-task`, `capsule-crm-update-party`, `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`.
* For an organization with more than 25 people, search the first 25 and say how many were left out.

**Validation:**

* Compare emails case-insensitively.
* If GoTo Webinar returns nothing for every email, report "no webinar activity found for these emails" and list the emails searched.

Who it's for

One answer, three teams that use it

Sales reps

Open with what they attended

Know which webinars a contact joined and what they asked before your first call.

Which webinars has dana@contoso.com registered for or attended this year?

Account managers

Gauge interest across an account

See engagement from everyone at a company, not just your main contact.

What webinars has anyone at Northwind Traders attended in the last 90 days?

Field marketers

Find engaged accounts to follow up

Check who asked questions and who missed sessions before planning outreach.

Show the GoTo Webinar history for people at Fabrikam, including any questions they asked.

How it works

What PopdockAI does when you ask

You name a person or organization and your AI assistant checks their webinar history in GoTo Webinar. It only reads and says how many people it left out.

01

Ask

You name a person or organization, or give an email.

Your AI tool

02

Find

It finds the contact and, for an organization, its people's emails.

capsule-crm-get-party

03

Check

It reads registrations, attendance and questions in GoTo Webinar.

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

04

Report

You get a dated table, questions asked and an engagement line.

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

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

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-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-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.
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

Know how engaged an account is before you reach out

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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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