Connectors

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GoTo Webinar

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Match GoTo Webinar registrants to Dynamics 365 Sales
Report
Cross-Connector

Know which webinar registrants are customers, leads or new

For marketing teams who want GoTo Webinar registrants checked against Dynamics 365 Sales before the list goes to sales.

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Match GoTo Webinar registrants to Dynamics 365 Sales
Which registrants for the Cash flow forecasting webinar are already in Dynamics 365 Sales?
Of 64 registrants, 50 were checked: 22 contacts, 11 leads and 17 not in the CRM. - Contact: Jordan Lee, Fabrikam, owner Sam Patel, attended - Lead: Priya Shah, Northwind Traders, owner Dana Cruz - Duplicates: 2 emails match more than one contact - Not checked: 14 registrants beyond the limit of 50 Want the three tables?
GoTo Webinar
Sample figures. Your results come from your own account.
goto-webinar-get-webinar
goto-webinar-get-registrant
goto-webinar-get-attendee
microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads

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

Registrant lists reach sales unchecked and full of known names

Sales wants to know which webinar registrants are customers, leads already being worked, or new names. Checking hundreds of emails against Dynamics 365 Sales one at a time is not practical, so the list goes over unchecked.

Without PopdockAI

  • Export registrants and attendees from GoTo Webinar
  • Look up each email as a contact, then a lead
  • Note owners for the matches
  • Hand over a list full of known names

With PopdockAI

  • Registrants are read and attendees marked
  • Each email is matched as a contact, then a lead
  • Attendees are checked first, up to 50, with the rest counted
  • Three tables with owners and duplicates flagged, nothing created

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 GoTo Webinar webinar `{webinar-name}` (the most recent past session unless `{webinar-date}` is given), match every registrant to Dynamics 365 Sales and report who is already a contact, who is a lead, and who is not in the CRM at all.

**Step 1: Identify the webinar (goto-webinar)**

Call `goto-webinar-get-webinar` with webinar-name.contains set to `{webinar-name}`. If `{webinar-date}` is given, set date.from and date.to to it. Otherwise set date.to to today and use the most recent past session. If nothing matches, stop and say so. If more than one distinct webinar key matches, list each with its name, date and webinar key, and ask which one to use. Keep the webinar key, name and date.

**Step 2: Collect the people (goto-webinar)**

Call `goto-webinar-get-registrant` with the webinar key and max-records 500, then `goto-webinar-get-attendee` with the webinar key and max-records 500. Mark each registrant as attended when their email appears among the attendees, and keep total-time-attended.

**Step 3: Look each person up (dynamics-365-sales)**

For each distinct email, call `dynamics-365-sales-get-contacts` with `email` set to it. Only if no contact comes back, call `dynamics-365-sales-get-leads` with `email` set to it. If neither returns a record, the person is not in the CRM.

**Step 4: Report**

A one-line summary: registered, attended, contacts, leads, not in CRM. Then three tables:

* Contacts: full name, email, attended (yes/no), time attended, parent customer, owner
* Leads: name, email, attended, company name, status, owner
* Not in CRM: first and last name, email, attended, registration date

**Rules & Guidelines:**

* `goto-webinar-*` tools are on the goto-webinar server; `dynamics-365-sales-*` tools are on the dynamics-365-sales server. If a tool from either server is missing, stop and say which server is not connected.
* This prompt is read-only. Do not call `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`, and do not call any Dynamics 365 Sales create or update tool (any tool whose name starts with dynamics-365-sales-create- or dynamics-365-sales-update-), such as `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-task` or `dynamics-365-sales-update-contact`.
* Match email addresses case-insensitively after trimming spaces. GoTo Webinar and Dynamics 365 Sales share no other key, so never match two people on name alone; a name-only similarity may be mentioned as "possible match" but is not a match.
* If there are more than 50 distinct emails, look up attendees first, then no-shows, stop after 50, and say how many were not checked.

**Validation:**

* If the webinar has no registrants, say so and stop.
* If one email matches more than one contact, list every match and flag it as a duplicate in Dynamics 365 Sales.
* A registrant with no email goes in Not in CRM, marked "no email".

Who it's for

One answer, three teams that use it

Sales managers

Route registrants to the right owner

Contacts and leads come with their owners, so follow-up goes to the person who already knows them.

Which registrants for the Contoso pricing webinar are existing Dynamics 365 Sales contacts, and who owns them?

Marketing managers

Measure how many new names a webinar drew

A summary of contacts, leads and new names shows the webinar's reach beyond your database.

How many registrants for the Fabrikam roadmap webinar are new to Dynamics 365 Sales?

Sales development reps

Work only the people nobody owns yet

New names are separated out, so you prospect them without stepping on an owner's account.

List Northwind Traders webinar registrants who are neither contacts nor leads in Dynamics 365 Sales.

How it works

What PopdockAI does when you ask

You name the webinar and your AI assistant sorts its registrants into contacts, leads and new names. This check reads only and creates no lead or contact.

01

Ask

You name the webinar and optionally its date.

Your AI tool

02

Collect

It reads registrants and attendees and marks who attended.

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

03

Match

It looks each email up as a contact, then a lead, attendees first, up to 50.

microsoft-dynamics-365-sales-get-contacts
microsoft-dynamics-365-sales-get-leads

04

Report

You get a summary and three tables with owners and duplicates flagged.

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-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.
get-data

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-leads

Returns Dynamics 365 Sales leads. Filter by created date, name, status, rating, owner, company name, email and lead source, and cap how many records come back.
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

Customers, active leads and new names, sorted

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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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