Connectors

/

Capsule CRM

/

Find Capsule CRM opportunities with GoTo Webinar engagement
Report
Cross-Connector

Find Capsule CRM deals whose people attend your webinars

For sales reps who want to prioritize deals by real webinar attendance, found by their AI assistant across both systems.

Try PopdockAI free
Get a live demo
Find Capsule CRM opportunities with GoTo Webinar engagement
Which of my open Capsule CRM deals have people attending our webinars? I am Sam Patel.
I checked 22 open deals for Sam Patel, and 6 show webinar engagement. - Top: Contoso platform renewal, 3 people, 186 minutes - Next: Fabrikam fleet tracking, 2 people, 95 minutes, 1 no-show - No email to check: 4 deals - Follow up: raise the API roadmap topic Contoso attended twice Want the full ranked table?
Capsule CRM
Sample figures. Your results come from your own account.
capsule-crm-get-opportunity
capsule-crm-get-party
goto-webinar-get-attendee
goto-webinar-get-registrant
capsule-crm-get-user

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.

Try PopdockAI free

The problem

Webinar attendance never shows up on the deal

A contact who just spent an hour in your webinar is a sign their deal is warm, but that signal lives in GoTo Webinar while the deal lives in Capsule CRM. Linking the two means checking every contact on every open deal by hand.

Without PopdockAI

  • List open deals and the people on each
  • Look up each email in GoTo Webinar
  • Add up minutes attended per deal
  • Prioritise deals by gut feel instead

With PopdockAI

  • Open deals and the emails of their people are read
  • Registrations and attendance are checked per email
  • Deals are ranked by minutes attended, no-shows listed
  • Follow up ideas for the top three, nothing 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:** Find open Capsule CRM opportunities (owned by `{owner}` if given, otherwise all owners) where someone on the deal registered for or attended a GoTo webinar in the last `{lookback-days}` days (default 90), and rank them by how engaged they were.

**Step 1: Read open opportunities in Capsule CRM**

Call `capsule-crm-get-opportunity`, with `owner-name` set to `{owner}` if given. Keep only rows with no `closed-on-date`. If there are more than 25, keep the 25 with the nearest `expected-close-date` and say how many were left out. If there are none, say so and stop.

**Step 2: Get the emails on each deal**

For each opportunity, call `capsule-crm-get-party` with `name` set to its `party-name`. If the party is a person, use their `email`. If it is an organization, call `capsule-crm-get-party` with `organization-name.contains` set to the name and use the emails of the people returned (at most 10 per deal). Skip deals with no email and count them.

**Step 3: Check GoTo Webinar**

For each email, call `goto-webinar-get-attendee` with `email` and `date-attended.from` set to today minus the lookback, and `goto-webinar-get-registrant` with `email` and `registration-date.from`. Count per deal: webinars attended, total minutes attended, registrations with no attendance.

**Step 4: Report**

1. A table of engaged deals, most minutes attended first: opportunity, party, milestone, value, expected close, owner, people engaged, webinars attended (names), minutes attended, no-shows.
2. One line: how many open deals were checked, how many showed webinar engagement, how many had no email to check.
3. For the top three, one sentence suggesting the follow-up (for example which webinar topic to raise).

**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-update-opportunity`, `capsule-crm-add-task`, `capsule-crm-add-note`, `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`.

**Validation:**

* Compare emails case-insensitively.
* If `{owner}` matches no opportunities, call `capsule-crm-get-user` with `name.contains` set to it and list the users found so the caller can correct the name.
* Leave deals with no webinar activity out of the table; only count them.

Who it's for

One answer, three teams that use it

Account executives

Know which deals are warming up

See which of your open deals have people attending your webinars.

Which of my open Capsule CRM deals have people attending webinars in the last 60 days? I am Priya Shah.

Sales managers

Focus the team on engaged deals

Rank the whole pipeline by webinar engagement for the weekly meeting.

Rank our open Capsule CRM deals by GoTo Webinar minutes attended this quarter.

Field marketers

Show webinars moving deals

See which open deals have contacts engaging with your webinar programme.

Which open deals have contacts who registered for or attended our webinars in the last 90 days?

How it works

What PopdockAI does when you ask

You name an owner and period, and your AI assistant checks the people on each open deal against GoTo Webinar. It only reads and says how many deals it could not check.

01

Ask

You name an owner, or none, and how far back to look.

Your AI tool

02

Read

It reads open deals and the emails of the people on each.

capsule-crm-get-opportunity
capsule-crm-get-party
capsule-crm-get-user

03

Check

It reads their GoTo Webinar registrations and attendance.

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

04

Report

You get deals ranked by minutes attended and follow up ideas.

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-opportunity

Returns Capsule CRM sales opportunities with milestone, value, currency, probability, expected close date, owner and lost reason. Filter by name, party, owner, milestone, value range, expected close date or closed date.
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-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

capsule-crm-get-user

Returns Capsule CRM users with username, email, locale, time zone and currency. Filter by name or username. Use it to find the user id an assignment needs.
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

Prioritise deals by real engagement

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