Connectors

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Pipedrive

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Pipedrive pipeline from GoTo Webinar attendees
Report
Cross-Connector

See the Pipedrive pipeline your webinar reached

For marketers who want to know which GoTo Webinar attendees are Pipedrive people and what open deals sit at their organizations.

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Pipedrive pipeline from GoTo Webinar attendees
What pipeline did the September Data in Finance webinar touch in Pipedrive?
42 attendees matched Pipedrive people at 19 organizations, with 286,000 USD in open deals. - Largest: Contoso, 2 attendees, 74,000 USD - Matched with no deal: 11 people - Matched with no organization: 4 people Want the table by organization?
Pipedrive
Sample figures. Your results come from your own account.
goto-webinar-get-webinar
goto-webinar-get-session
goto-webinar-get-attendee
pipedrive-get-person
pipedrive-get-deal

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Pipedrive

Pipedrive
Run it on your own Pipedrive data.

Connect Pipedrive, pick your AI tool and paste the prompt.

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The problem

How much pipeline did that webinar touch

Leadership asks how much pipeline a webinar touched, and answering means matching attendees to Pipedrive and adding up open deals at their organizations. Deals get counted twice when several people from one company attend, and currencies get mixed.

Without PopdockAI

  • Export the webinar attendee list
  • Match attendees to Pipedrive by email
  • Find open deals at each organization
  • Count a deal twice and mix currencies

With PopdockAI

  • Attendees are read and matched to Pipedrive by email
  • Open deals are read once per organization
  • Values are totalled per currency, never mixed
  • Matched people with no deal are listed, and nothing is touched

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}` (and the session on `{session-date}` if given, otherwise every session), find the attendees, match them to Pipedrive people, and report the open deals at their organizations so the user can see the pipeline the webinar touched.

**Step 1: Find the webinar and session 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 and stop. Then call `goto-webinar-get-session` with that `webinar-key`. If `{session-date}` is given, keep only the session on that date; if none is on that date, list the session dates and stop.

**Step 2: Read the attendees**

Call `goto-webinar-get-attendee` with `webinar-key`, and `session-key` when one session was chosen. Keep first name, last name, email and total time attended.

**Step 3: Match attendees to Pipedrive**

For each attendee, call `pipedrive-get-person` with `email` set to the attendee's email (compare case-insensitively). Keep the person id, organization id, organization name and owner name. If there is no match, record the attendee as not in Pipedrive and continue.

**Step 4: Read the open deals**

For each distinct organization id from Step 3, call `pipedrive-get-deal` with `organization-id` set to it and `status` set to open. Keep title, stage, pipeline, value, currency, owner name and expected close date. Do not count the same deal twice when several attendees share an organization.

**Step 5: Report**

A summary line: attendees, matched to Pipedrive, organizations with open deals, total open deal value per currency.

Then a table per organization: organization, attendees from it (name and time attended), open deals (title, stage, value, expected close date, owner). Then a list of matched attendees whose organization has no open deal, and a count of attendees not in Pipedrive.

**Rules & Guidelines:**

* `goto-webinar-get-webinar`, `goto-webinar-get-session` and `goto-webinar-get-attendee` are on the goto-webinar server; `pipedrive-get-person` and `pipedrive-get-deal` are 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-update-deal`, `pipedrive-update-lead` or `pipedrive-update-person`.
* Never add values in different currencies together; total each currency separately.

**Validation:**

* If the session had no attendees, say so and stop.
* A matched person with no organization id has no organization deals to read; list them as matched with no organization.
* If `pipedrive-get-deal` with `organization-id` returns nothing for every organization, say the organization filter may not be working and show the matched attendees without deal data rather than reporting zero pipeline.

Who it's for

One answer, three teams that use it

Event marketers

Report the pipeline a webinar reached

Give leadership a per-currency pipeline figure counted once per deal.

What open Pipedrive pipeline did the October customer webinar reach?

Sales leaders

Decide which webinars to run again

See which organizations with open deals attended, to judge which topics reach real pipeline.

Which organizations with open Pipedrive deals attended the Data in Finance webinar on 14 October?

Account executives

See which prospects attended

A table per organization shows attendees next to their open deals, ready for follow-up.

Which of our open Pipedrive deals had people at the Q4 roadmap webinar?

How it works

What PopdockAI does when you ask

You name the webinar, and a session date if you like, and your AI assistant totals the open pipeline it reached. If deal reads return nothing it says so instead of reporting zero.

01

Ask

You name the webinar, and optionally a session date.

Your AI tool

02

Read

It reads the attendees and matches them to Pipedrive people by email.

goto-webinar-get-webinar
goto-webinar-get-session
goto-webinar-get-attendee
pipedrive-get-person

03

Deals

It reads open deals once per matched organization.

pipedrive-get-deal

04

Report

You get totals per currency and a table per organization.

Your AI tool

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.

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-session

Returns GoTo Webinar sessions with registrant and attendee counts, attendance percentage, average attendance time, attentiveness, interest rating, questions asked and poll count. Filter by webinar, date range or number attended.
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

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.
get-data

pipedrive-get-deal

Returns Pipedrive deals with stage, pipeline, value, probability, owner and expected close date. Filter by status, stage, owner, organization, value range, expected close date range or title.
Read only.Nothing in Pipedrive 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

Webinar pipeline counted once per deal

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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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