Connectors

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GoTo Webinar

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Match GoTo Webinar registrants to Pipedrive people
Report
Cross-Connector

See which of your Pipedrive contacts registered for a webinar

For account owners who want to know which of their people are coming to a GoTo Webinar session, by asking their AI assistant.

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Match GoTo Webinar registrants to Pipedrive people
Which of our Pipedrive contacts registered for next week's Spend control webinar?
19 of 45 registrants are Pipedrive people, across 4 owners. - Sam Patel: Jordan Lee, Fabrikam, 1 open deal - Dana Cruz: Priya Shah, Northwind Traders, 1 won deal, name match - Duplicates: 1 registrant matches two Pipedrive people - Not in Pipedrive: 26 registrants Want the full table by owner?
GoTo Webinar
Sample figures. Your results come from your own account.
goto-webinar-get-webinar
goto-webinar-get-registrant
pipedrive-get-person

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

Owners never see which contacts registered

Account owners want to know which of their contacts are coming to a webinar, but registrants live in GoTo Webinar and relationships live in Pipedrive. Matching them means searching Pipedrive for each registrant by hand.

Without PopdockAI

  • Export the registrant list from GoTo Webinar
  • Search Pipedrive for each registrant
  • Look up the owner and deals for every match
  • Split the list by owner by hand

With PopdockAI

  • Each registrant is matched by email first
  • Name matches need first and last name and are marked
  • Pipedrive duplicates are flagged
  • A table by owner with deals, and nothing is 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:** For the webinar named `{webinar-name}`, list every registrant and show whether they already exist as a person in Pipedrive, so each owner knows which of their contacts are coming.

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

Call `goto-webinar-get-webinar` with `webinar-name.contains` set to `{webinar-name}`. If it matches more than one webinar, list them with their date, status and webinar key and stop so the user can pick one. If it matches none, say so and stop.

**Step 2: Read the registrants**

Call `goto-webinar-get-registrant` with `webinar-key` from Step 1. Keep each registrant's first name, last name, email, status and registration date.

**Step 3: Carry each email across to Pipedrive**

For each registrant, call `pipedrive-get-person` with `email` set to the registrant's email. Compare emails case-insensitively. If no person comes back, the address may be a secondary email in Pipedrive: call `pipedrive-get-person` with `name.contains` set to the registrant's last name and accept a result only when the first name also matches, marking it as a name match rather than an email match. If there is still no person, record the registrant as not in Pipedrive and continue.

**Step 4: Report**

A summary line: registrants, matched by email, matched by name only, not in Pipedrive.

Then a table grouped by Pipedrive owner: registrant name, email, registration status, Pipedrive person, organization, open deals, won deals, match type. Put the not-in-Pipedrive registrants in a final section of their own.

**Rules & Guidelines:**

* `goto-webinar-get-webinar` and `goto-webinar-get-registrant` are on the goto-webinar server; `pipedrive-get-person` is on the pipedrive server.
* This prompt is read-only. Do not call `goto-webinar-add-registrant`, `goto-webinar-delete-registrant`, `pipedrive-add-person`, `pipedrive-add-lead`, `pipedrive-add-note`, `pipedrive-add-activity`, `pipedrive-add-deal`, `pipedrive-add-organization`, `pipedrive-update-person`, `pipedrive-update-lead`, `pipedrive-update-deal`, `pipedrive-update-activity`, `pipedrive-update-note` or `pipedrive-update-organization`.

**Validation:**

* If the webinar has no registrants, say so and stop.
* If the same email matches more than one Pipedrive person, list all of them against that registrant and flag it as a duplicate in Pipedrive.
* Never merge two registrants into one row because they share a name; the email is the key.

Who it's for

One answer, three teams that use it

Account executives

Reach out before the session starts

See which of your contacts registered, with their open deals, so you can follow up before and after.

Which of my Pipedrive contacts signed up for the Contoso pricing webinar?

Sales managers

Give each owner their registrant list

Registrants grouped by owner make it easy to share who to contact.

Group registrants for the Fabrikam roadmap webinar by Pipedrive owner with their deals.

Marketing managers

Find registrants not yet in Pipedrive

Registrants Pipedrive does not know are listed separately for prospecting.

Which registrants for next week's Northwind Traders webinar are not in Pipedrive?

How it works

What PopdockAI does when you ask

You name the webinar and your AI assistant matches its registrants to Pipedrive people and groups them by owner. It only reads from both systems.

01

Ask

You name the webinar.

Your AI tool

02

Read

It reads every registrant from GoTo Webinar.

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

03

Match

It looks each one up in Pipedrive by email, then by full name, marking name matches.

pipedrive-get-person

04

Report

You get a table by owner with deals, plus registrants not in Pipedrive.

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

pipedrive-get-person

Returns Pipedrive contacts with email, phone, job title, organization, owner and last activity date. Filter by name, email, city, organization or owner.
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

Every owner knows which contacts are coming

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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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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