Connectors

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GoTo Webinar

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Match GoTo Webinar attendees to Capsule CRM contacts
Report
Cross-Connector

See which webinar attendees are Capsule CRM contacts with deals

For marketing and sales teams who want attendees matched to owners and open opportunities, by asking their AI assistant.

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Match GoTo Webinar attendees to Capsule CRM contacts
Which attendees of the Spring launch webinar are already in Capsule CRM, and do they have open deals?
18 of 27 attendees are Capsule CRM contacts, and 5 have open opportunities. - Jordan Lee: owner Sam Patel, Fabrikam renewal, 45 minutes - Priya Shah: owner Dana Cruz, deal found via organization name - Duplicates: 1 email matches two Capsule records - Unmatched: 9 attendees Want the full list grouped by owner?
GoTo Webinar
Sample figures. Your results come from your own account.
goto-webinar-get-webinar
goto-webinar-get-attendee
goto-webinar-get-registrant
capsule-crm-get-party
capsule-crm-get-opportunity

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

GoTo Webinar

GoTo Webinar
Run it on your own GoTo Webinar data.

Connect GoTo Webinar, pick your AI tool and paste the prompt.

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The problem

Nobody knows which attendees already have deals

After a webinar, sales wants to know which attendees are existing contacts, who owns them and whether they have deals in progress. Answering that means checking every email between GoTo Webinar and Capsule CRM.

Without PopdockAI

  • Export attendees from GoTo Webinar
  • Search Capsule CRM for each email
  • Look up owners and open opportunities
  • Keep a separate list of unknown attendees

With PopdockAI

  • Minutes are totalled across sessions
  • Each attendee is matched to Capsule CRM by email
  • Owners and open opportunities are shown, with organization-only matches marked
  • Duplicates are flagged and nothing is written

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 webinar `{webinar}` (on `{webinar-date}` if given), show which attendees are already Capsule CRM contacts, who owns each one and what open opportunities they have, and list the attendees Capsule does not know.

**Step 1: Find the webinar on GoTo Webinar**

Call `goto-webinar-get-webinar` with `webinar-name.contains` set to `{webinar}` (or `webinar-key` if `{webinar}` is a numeric key). If `{webinar-date}` is given, also set `date.from` and `date.to` to that date. If more than one webinar matches, list each with its name, date and webinar key and stop. If none matches, say so and stop. Keep its `webinar-key`, name and date.

**Step 2: Read the attendees**

Call `goto-webinar-get-attendee` with that `webinar-key`. A webinar with several sessions returns one row per session, so group by email and add up `total-time-attended`. If there are no attendees, call `goto-webinar-get-registrant` with the same `webinar-key` to show how many registered, report that nobody attended, and stop.

**Step 3: Match attendees to Capsule CRM**

Match each email to Capsule CRM by calling `capsule-crm-get-party` with `email` set to it. Compare emails case-insensitively; if the exact value finds nothing, retry once in lower case. A person can have several emails in Capsule and the filter may only see one of them, so treat no match as "not found by email", never as proof they are not a contact.

For each matched person keep `party-id`, `name`, `organization-name` and `owner-name`. Then call `capsule-crm-get-opportunity` with `party-name.contains` set to the person's name, and again with their `organization-name` if they have one. Keep only opportunities with no `closed-on-date`.

**Step 4: Report**

1. A one-line header: webinar name, date, attendee count, how many matched Capsule.
2. A table of matched attendees: name, email, organization, Capsule owner, minutes attended, open opportunities (name, milestone, value).
3. A table of unmatched attendees: name, email, minutes attended.
4. One line naming the owners with the most attendees, so the right people know to follow up.

**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-party`, `capsule-crm-update-party`, `capsule-crm-add-note`, `capsule-crm-add-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`.
* Opportunity matching is by name and can over-match; mark any opportunity found only through the organization name as "via organization".

**Validation:**

* If an attendee row has no email, list them as unmatched with "no email".
* If Capsule returns more than one party for one email, show all of them and flag the duplicate.

Who it's for

One answer, three teams that use it

Account owners

See which of your contacts attended

Matched attendees appear with their owner and open opportunities, so you know where to follow up.

Which attendees of the Contoso pricing webinar are my Capsule CRM contacts with open deals?

Sales managers

Link a webinar to open opportunities

See which deals in progress had someone at the session.

Match the Fabrikam roadmap webinar attendees to Capsule CRM and show their open opportunities.

Marketing managers

Find the attendees who are new to the CRM

Unmatched attendees are listed separately as your new names to work.

Which Northwind Traders webinar attendees are not in Capsule CRM at all?

How it works

What PopdockAI does when you ask

You name the webinar and your AI assistant matches attendees to Capsule CRM with their owners and open opportunities. It only reads from both systems.

01

Ask

You name the webinar and its date if needed.

Your AI tool

02

Read

It reads attendees and totals their minutes across sessions.

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

03

Match

It matches each attendee to Capsule CRM by email, with owners and open opportunities.

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

04

Report

You get matched and unmatched lists, with duplicates flagged and nothing written.

Your AI tool

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.

get-data

goto-webinar-get-webinar

Returns GoTo Webinar webinars with their date, start and end time, time zone, status, experience type and registration URL. Filter by webinar name, date range, status or experience type.
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-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

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.
Read only.Nothing in GoTo Webinar 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

Owners follow up the same day the webinar ends

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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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