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See which webinars your Pipedrive contacts actually attended
For sales reps who want the GoTo Webinar registrations, attendance and questions of a Pipedrive person, or everyone at an account.
On this page
Connector
Connect Pipedrive, pick your AI tool and paste the prompt.
The problem
Webinar history that never reaches the CRM
Before a call you want to know which webinars a contact or account registered for, attended and what they asked. That history sits in GoTo Webinar, searchable one email at a time, and rarely makes it into the CRM.
Without PopdockAI
- List the contacts in Pipedrive
- Search GoTo Webinar one email at a time
- Check registration, attendance and questions
- Give up before the whole account is covered
With PopdockAI
- People are read for a person or a whole organization
- Each email is checked for registrations, attendance and questions
- Attendance without registration still counts
- A history per person and a total, with nothing written back
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Build the webinar history for the Pipedrive person with email `{person-email}`, or for every person at the Pipedrive organization `{organization-name}`, looking back `{lookback-days}` days (default 180).
**Step 1: Establish the people in Pipedrive**
If `{person-email}` is given, call `pipedrive-get-person` with `email` set to it. If `{organization-name}` is given instead, call `pipedrive-get-organization` with `name.contains` set to it; if more than one organization matches, list them and stop. Then call `pipedrive-get-person` with `organization-id` set to the organization id. If both are empty, ask the user for one and stop. Keep each person's name, email, job title and owner.
**Step 2: Carry each email across to GoTo Webinar**
Work out the start date as today minus the lookback. For each person with an email:
* Call `goto-webinar-get-registrant` with `email` set to it and `registration-date.from` set to the start date.
* Call `goto-webinar-get-attendee` with `email` set to it and `date-attended.from` set to the start date.
* Call `goto-webinar-get-question` with `askers-email` set to it and `date-asked.from` set to the start date.
If a person has no email in Pipedrive, list them as not checkable and continue.
**Step 3: Report**
Per person: name, email, owner, then a table of webinars (webinar name, date, registered yes/no, attended yes/no, time attended) and any questions they asked with the answer given. Finish with a one-line total: webinars registered for, attended, questions asked, and the people with no webinar activity at all.
**Rules & Guidelines:**
* `pipedrive-get-person` and `pipedrive-get-organization` are on the pipedrive server; `goto-webinar-get-registrant`, `goto-webinar-get-attendee` and `goto-webinar-get-question` are on the goto-webinar server.
* This prompt is read-only. Do not call `goto-webinar-add-registrant`, `goto-webinar-delete-registrant`, `pipedrive-add-note`, `pipedrive-add-activity`, `pipedrive-add-lead`, `pipedrive-update-person` or `pipedrive-update-organization`.
**Validation:**
* Compare emails case-insensitively.
* Someone who attended without a matching registrant row still counts as attended; show registered as unknown rather than no.
* If the organization has no people in Pipedrive, say so and stop rather than reporting an empty history.Who it's for
One answer, three teams that use it
Account executives
Know what the buyer has watched
See which webinars a contact attended and what they asked before you talk to them.
Which webinars has priya@contoso.com attended in the last year, and what did she ask?
Account managers
Gauge interest across an account
See webinar attendance for everyone at an organization, with a total, in one answer.
What webinars have people at Fabrikam registered for or attended in the last 90 days?
Event marketers
See who keeps coming back
Per-person history shows which contacts at an account attend regularly.
Show the webinar history for everyone at Northwind Traders in Pipedrive this year.
How it works
What PopdockAI does when you ask
You give an email or an organization and a lookback, and your AI assistant checks each person in GoTo Webinar. People with no email are listed as not checkable, and it only reads.
01
Ask
You give a person's email or an organization, and a lookback.
02
Read
It reads the people from Pipedrive.
03
Check
It looks up each email in GoTo Webinar for registrations, attendance and questions.
04
Report
You get a webinar history per person and a total.
What PopdockAI provides
The tools behind the answer
Ready made tools for Pipedrive and one secure connection to your AI tool. No code, no exports.
pipedrive-get-person
pipedrive-get-organization
goto-webinar-get-registrant
goto-webinar-get-attendee
goto-webinar-get-question
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
Full webinar history before the conversation
Related use cases
More ways to put this data to work
Invite Pipedrive contacts to a GoTo Webinar
Ask your AI to register Pipedrive contacts for a GoTo Webinar and it skips people already registered and registers the rest only after you confirm.
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Schedule Pipedrive follow-ups for GoTo Webinar no-shows
Ask your AI to schedule Pipedrive follow-ups for GoTo Webinar no-shows and it compares registrants with attendees and books one activity each after you confirm.
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Create Pipedrive leads from GoTo Webinar attendees
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Pipedrive pipeline from GoTo Webinar attendees
Ask your AI what pipeline a webinar touched and it matches attendees to Pipedrive by email and totals open deals per organization and currency.
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Add a Pipedrive organization's contacts to a Drip campaign
Ask your AI to put a Pipedrive organization's contacts into a Drip campaign and it enrolls only active subscribers not already in it, after you confirm.
Learn More
One prompt template with infinite possibilities.
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