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Turn engaged webinar attendees into Pipedrive leads the same day
For sales teams who want GoTo Webinar attendees who stayed for the session added as Pipedrive leads, without clashing with open deals.
On this page
Connector
Connect Pipedrive, pick your AI tool and paste the prompt.
The problem
Warm webinar attendees left out of the CRM
Webinar attendees who stayed for most of the session are warm leads, but turning them into Pipedrive leads means checking each for an existing person, open deal or lead first. Skip that and you create duplicates or step on a colleague's deal.
Without PopdockAI
- Export attendees and their minutes attended
- Combine people who joined more than once
- Check each in Pipedrive for deals and leads
- Create people and leads one at a time
With PopdockAI
- Attendees who stayed long enough are read and combined
- Each is checked in Pipedrive by email
- Open deals and leads are skipped, name-only matches listed for you
- People and leads are created after your yes, never a lead for a failed person
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the webinar named `{webinar-name}`, create a Pipedrive lead for each attendee who stayed at least `{min-minutes}` minutes (default 10) and has no open deal or lead in Pipedrive, creating a Pipedrive person first for attendees who are not in Pipedrive, only after the user confirms.
**Step 1: Read the attendees from GoTo Webinar**
Call `goto-webinar-get-webinar` with `webinar-name.contains` set to `{webinar-name}`. If it matches more than one webinar, list them and stop. Call `goto-webinar-get-attendee` with that `webinar-key`. Keep attendees whose total time attended is at least the minimum. If one person attended several sessions, combine them into one row.
**Step 2: Sort each attendee against Pipedrive**
For each attendee, call `pipedrive-get-person` with `email` set to their email.
* **Not in Pipedrive:** plan a new person and a new lead.
* **In Pipedrive with open deals above zero:** skip; they are already in the pipeline.
* **In Pipedrive with no open deals:** call `pipedrive-get-lead` with `person-id` and `archived` set to false. If an unarchived lead exists, skip them; otherwise plan a new lead for the existing person.
If an attendee matches by name but not email, do not create a person for them; list them for the user to check by hand, since they are probably a duplicate.
**Step 3: Show the plan and wait**
Show two tables: new people with leads (name, email, time attended) and existing people getting a lead (person, organization, owner, time attended). Then the skipped attendees with the reason. Lead titles are `Webinar attendee - <webinar name> - <full name>`. Ask the user to confirm. Do not write anything until they do.
**Step 4: Write, then confirm**
After confirmation:
* For each new person, call `pipedrive-add-person` with `name` set to first name and last name, and `work-email` set to their email. The add tools return no id, so then call `pipedrive-get-person` with `email` set to their email to read the new person id.
* For every planned lead, call `pipedrive-add-lead` with `title`, `person-id`, `organization-id` when the person has one, and `note` set to `Attended "<webinar name>" on <date> for <time attended>.`
Report each person and lead as created or failed. If creating a person fails, do not create their lead.
**Rules & Guidelines:**
* `goto-webinar-get-webinar` and `goto-webinar-get-attendee` are on the goto-webinar server; `pipedrive-get-person`, `pipedrive-get-lead`, `pipedrive-add-person` and `pipedrive-add-lead` are on the pipedrive server.
* `pipedrive-add-person` and `pipedrive-add-lead` are the only tools that may write, each once per attendee, and only after confirmation.
* Do not call `pipedrive-add-deal`, `pipedrive-add-organization`, `pipedrive-update-person`, `pipedrive-update-lead`, `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`.
**Validation:**
* If time attended is not in minutes, convert it before comparing and say how you read it; if you cannot tell, ask before filtering.
* If no attendee qualifies, say so and stop without writing.Who it's for
One answer, three teams that use it
Sales development reps
Follow up while the webinar is fresh
Attendees who stayed become leads the same day, so you can call while the topic is on their mind.
Create Pipedrive leads from the Contoso customer webinar for anyone who stayed 30 minutes.
Event marketers
Turn attendance into pipeline
Hand engaged attendees to sales as leads without exporting or retyping the list.
Make Pipedrive leads from attendees of the Q4 roadmap webinar who stayed at least 15 minutes.
Sales managers
Protect open deals
Attendees already on an open deal or lead are skipped, so nobody steps on a colleague's opportunity.
Create leads from the Fabrikam partner webinar attendees, skipping anyone with an open deal.
How it works
What PopdockAI does when you ask
You name the GoTo Webinar and a minimum time attended, and your AI assistant checks each attendee in Pipedrive. It shows who gets a lead and who is skipped, and writes only when you confirm.
01
Ask
You name the webinar and a minimum number of minutes attended.
02
Check
It reads qualifying attendees and checks each in Pipedrive by email.
03
Confirm
You see new people with leads, existing people getting a lead, and who is skipped.
04
Create
It creates the people and leads, never a lead for a failed person.
What PopdockAI provides
The tools behind the answer
Ready made tools for Pipedrive and one secure connection to your AI tool. No code, no exports.
goto-webinar-get-webinar
goto-webinar-get-attendee
pipedrive-get-person
pipedrive-get-lead
pipedrive-add-person
pipedrive-add-lead
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.
The outcome
Engaged attendees become leads the same day
Related use cases
More ways to put this data to work
Pipedrive pipeline from GoTo Webinar attendees
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Invite Pipedrive contacts to a GoTo Webinar
Ask your AI to register Pipedrive contacts for a GoTo Webinar and it skips people already registered and registers the rest only after you confirm.
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Create a Pipedrive opportunity
Ask your AI to record a new opportunity in Pipedrive and it reuses existing organizations and people, creates the lead or deal and books a first follow-up call.
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