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Follow up webinar attendees who already have open deals
For sales reps who want a ranked follow-up list after a webinar, just by asking their AI assistant.
On this page
Connector
Connect GoTo Webinar, pick your AI tool and paste the prompt.
The problem
Hot webinar follow-ups wait behind cold ones
After a webinar, reps do not know which attendees already have live deals, so the hottest follow-ups wait while cold contacts get called. Matching attendees to Nutshell is a manual spreadsheet job.
Without PopdockAI
- Export the attendee list from GoTo Webinar
- Search Nutshell for each attendee
- Check each match for open leads
- Sort the list by deal value in a spreadsheet
With PopdockAI
- Attendees are matched to Nutshell people by exact email
- Attendees with open leads are ranked by lead value
- Values in different currencies are not added together
- It only reads, nothing changes in either system
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For webinar `{webinar-name}`, find the attendees who are known Nutshell contacts with open leads, and rank them for follow-up. Check at most `{max-attendees}` attendees (default 50).
**Step 1: Find the webinar (GoTo Webinar server)**
Call `goto-webinar-get-webinar` with `webinar-name.contains` set to the name. If more than one webinar matches, list them and stop. If none match, say so and stop.
**Step 2: List the attendees (GoTo Webinar server)**
Call `goto-webinar-get-attendee` with the `webinar-key` from Step 1 and `max-records` set to the limit. Keep `email`, `first-name`, `last-name` and `total-time-attended`.
**Step 3: Match to Nutshell contacts (Nutshell server)**
For each attendee call `nutshell-get-contact` with `name.contains` set to the attendee's last name and keep the contact whose `emails` include the attendee's `email` (ignore case). Attendees with no exact email match are reported as Not in Nutshell and skipped from here.
**Step 4: Find open leads (Nutshell server)**
For each matched contact call `nutshell-get-lead` with `company-id` from the contact (or `person-id` set to the contact `id` when there is no company). Keep leads whose `status` shows they are open; read `status` values from the data and do not assume their spelling.
**Step 5: Report**
Rank matched attendees with open leads by total lead `value`, highest first. For each show the attendee name, `total-time-attended`, contact `owner`, each open lead (`name`, `value`, `confidence`, `anticipated-close-time`) and its Nutshell link. Then list matched attendees with no open leads, and the count of attendees not in Nutshell.
**Rules & Guidelines:**
* `goto-webinar-get-webinar` and `goto-webinar-get-attendee` are on the GoTo Webinar server; `nutshell-get-contact` and `nutshell-get-lead` are on the Nutshell server.
* Read only. Do NOT call `goto-webinar-add-registrant`, `goto-webinar-delete-registrant`, `nutshell-add-lead`, `nutshell-update-lead`, `nutshell-delete-lead` or any other add, update or delete tool.
**Validation:**
* If nobody attended, report that and stop.
* Do not total lead values across different `currency` values; group them by currency.Who it's for
One answer, three teams that use it
Account executives
Call the attendees with deals in play first
Attendees with open leads are ranked by value, so your first calls after the webinar go where the money is.
Who from the Contoso pricing webinar has an open lead in Nutshell? Biggest first.
Sales managers
Point the team at the right follow-ups
One ranked list shows which attendees are tied to live deals, so you can hand out follow-ups by value.
Rank the attendees of our Fabrikam roadmap webinar by the value of their open Nutshell leads.
Marketing managers
Show a webinar's pull on open pipeline
See how many attendees already sit on open leads and what those leads are worth.
How many attendees of the Northwind Traders customer webinar have open leads in Nutshell, and what are they worth?
How it works
What PopdockAI does when you ask
You name the webinar and your AI assistant matches attendees to Nutshell and ranks those with open leads. It only reads from both systems.
01
Ask
You name the webinar.
02
Gather
It reads the attendees from GoTo Webinar.
03
Match
It finds Nutshell people by exact email and their open leads.
04
Rank
It lists the matched attendees by lead value for follow-up.
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.
goto-webinar-get-webinar
goto-webinar-get-attendee
nutshell-get-contact
nutshell-get-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
The biggest opportunities get called first
Related use cases
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