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Nutshell

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Compare webinar engagement across a Nutshell account
Report
Cross-Connector

See which contacts on a Nutshell account joined your webinars

For sales leaders who want webinar behaviour in account reviews, just by asking their AI assistant.

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Compare webinar engagement across a Nutshell account
Which contacts at Northwind Traders registered for or attended our webinars?
2 of the 4 people at Northwind Traders engaged with webinars. - Dana Whitfield: registered and attended Q3 Product Update - Luis Ortega: registered for Q3 Product Update, did not attend - Mei Tan and Raj Patel: no webinar activity found - Open leads: Renewal 2027 (14,000 USD), Add-on seats (3,500 USD) Want the same view for another account?
Nutshell
Sample figures. Your results come from your own account.
nutshell-get-account
nutshell-get-contact
nutshell-get-lead
goto-webinar-get-registrant
goto-webinar-get-attendee

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Nutshell

Nutshell
Run it on your own Nutshell data.

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

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The problem

Webinar interest never reaches the account review

Before an account review, nobody checks whether the people on the account joined your webinars, because it means looking up each contact in two systems. Webinar behaviour that signals interest never reaches the conversation.

Without PopdockAI

  • List the people on the account in Nutshell
  • Search GoTo Webinar for each email
  • Check registrations and attendance by hand
  • Leave the signal out of the review

With PopdockAI

  • The account's people and open leads are found
  • Registrations and attendance are checked by email
  • Who registered, attended or did neither is shown
  • No activity is stated plainly, and nothing is changed

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 the Nutshell account named `{account-name}`, show which of its contacts registered for or attended GoTo Webinar webinars in the last `{lookback-days}` days (default 90).

**Step 1: Find the account (Nutshell server)**

Call `nutshell-get-account` with `name.contains` set to the account name. If more than one matches, list them and stop. If none match, say so and stop.

**Step 2: Get its contacts and leads (Nutshell server)**

Call `nutshell-get-contact` with `company-id` set to the account `id`, and `nutshell-get-lead` with `company-id` set to the same `id`. Keep each contact's `name` and `emails`.

**Step 3: Find their webinar activity (GoTo Webinar server)**

For each contact email call `goto-webinar-get-registrant` with `email` set to that address, and `goto-webinar-get-attendee` with the same `email`. Use `registration-date.from` and `date-attended.from` set to the start of the lookback window. A contact with several emails is checked on each.

**Step 4: Report**

A table of contacts with webinars registered, webinars attended (`webinar-name`, `date-attended`, `total-time-attended`), then the account's open leads (`name`, `value`, `status`). End with a one-line read on whether engagement is strong, weak or absent.

**Rules & Guidelines:**

* `nutshell-get-account`, `nutshell-get-contact` and `nutshell-get-lead` are on the Nutshell server; `goto-webinar-get-registrant` and `goto-webinar-get-attendee` are on the GoTo Webinar server.
* Read only. Do NOT call `nutshell-update-company`, `nutshell-add-activity`, `goto-webinar-add-registrant`, `goto-webinar-delete-registrant` or any add, update or delete tool.

**Validation:**

* A contact with no email is listed as Not checkable.
* If no contact has any webinar activity, say so rather than guessing.

Who it's for

One answer, three teams that use it

Sales leaders

Bring engagement into account reviews

See which contacts are engaging with your content alongside the open deals.

Which contacts at Fabrikam attended our webinars this year?

Account executives

Follow up with engaged contacts

People who registered or attended are warm contacts for your next conversation.

Who at Contoso registered for our webinars but did not attend?

Field marketers

Show webinar impact on deals

Attendance next to open leads shows how webinars reach the accounts sales cares about.

Show webinar registrations and attendance for people on the Northwind Traders account with open leads.

How it works

What PopdockAI does when you ask

You name a Nutshell account, and your AI assistant checks its people in GoTo Webinar next to the open leads. It only reads.

01

Ask

You name the Nutshell account.

Your AI tool

02

Gather

It finds the account's people and open leads.

nutshell-get-account
nutshell-get-contact
nutshell-get-lead

03

Check

It looks for their registrations and attendance in GoTo Webinar by email.

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

04

Report

It shows who registered or attended next to the open leads.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

get-data

nutshell-get-account

Returns Nutshell companies (accounts) with their contact details, owner and related fields. Filter by name, owner and other company fields.
get-data

nutshell-get-contact

Returns Nutshell people (contacts) with their emails, phones and linked companies. Filter by name, email, owner and other fields.
get-data

nutshell-get-lead

Returns Nutshell leads (deals) with status, value, confidence, close date, owner and source. Filter by status, owner and dates.
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.
Read only.Nothing in Nutshell 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

Webinar interest in every account review

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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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