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Know which webinar attendees to call first in Salesforce
For sales reps who want GoTo Webinar engagement combined with Salesforce status to pick the first calls, by asking their AI assistant.
On this page
Connector
Connect GoTo Webinar, pick your AI tool and paste the prompt.
The problem
Ranking webinar attendees by hand stops after a few names
Reps need to know who to call first, but engagement sits in GoTo Webinar while lead status and open deals sit in Salesforce. Ranking attendees by hand rarely gets past the first few names.
Without PopdockAI
- Export minutes, questions and polls from GoTo Webinar
- Build a score in a spreadsheet
- Look up each attendee in Salesforce
- Check open opportunities one by one
With PopdockAI
- Each attendee is scored with every part of the score shown
- Top attendees are matched to contacts and leads by email
- Open opportunities are read for contacts
- Missing data is named, 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.
**Objective:** Rank the attendees of the GoTo Webinar webinar `{webinar}` by how engaged they were, enrich the top `{top}` (default 20) with their Salesforce status, and recommend who to follow up with first.
**Step 1: Find the webinar**
Call `goto-webinar-get-webinar` (GoTo Webinar) with `webinar-name.contains` set to `{webinar}`. If `{webinar}` is all digits, filter by `webinar-key` instead. If more than one webinar matches, list each one's webinar-name, date and webinar-key and stop so the user can choose. If none match, say so and stop. Keep the `webinar-key`, `webinar-name` and `date`.
**Step 2: Measure engagement in GoTo Webinar**
Call `goto-webinar-get-attendee` (GoTo Webinar) with `webinar-key` for `total-time-attended`, email and `registrant-key`. Call `goto-webinar-get-question` (GoTo Webinar) with `webinar-key` and count questions per `askers-email`. Call `goto-webinar-get-attendeepoll` (GoTo Webinar) with `webinar-key` and count answers per `registrant-key`.
Score each attendee: 1 point per 10 minutes attended, 3 points per question asked, 1 point per poll answered. Sort by score, highest first, and keep the top `{top}` (default 20).
**Step 3: Enrich from Salesforce**
For each of those attendees:
Match each email address to Salesforce in this order, and stop at the first hit:
1. `salesforce-get-contact` (Salesforce) with `email` set to the address. A hit is a contact: keep `contact-id`, `name`, `account-name`, `account-id` and `owner`.
2. `salesforce-get-lead` (Salesforce) with `email` set to the address. A hit is a lead: keep `lead-id`, `name`, `company`, `status`, `converted` and `owner`. Ignore leads where `converted` is true when a contact also matched.
3. No hit on either: the person is unknown to Salesforce.
Compare addresses case-insensitively and trimmed. Never match on name alone. If one address matches more than one contact, or more than one unconverted lead, mark the person "ambiguous" and list every match rather than picking one.
For a contact, also call `salesforce-get-opportunity` (Salesforce) with the contact's `account-id` and `closed` false, and keep the count, the largest amount and its stage.
**Step 4: Recommend**
Put each attendee in one tier:
- **Call now**: an unconverted lead, or a contact whose account has an open opportunity.
- **Nurture**: a contact with no open opportunity.
- **Not in Salesforce**: unknown; suggest running `add-webinar-attendees-as-leads` (a prompt on this server, not a tool).
- **Check**: ambiguous matches.
**Step 5: Report**
A table ordered by score: rank, name, email, score, minutes, questions, poll answers, Salesforce record (contact, lead or none), lead status or account, owner, open opportunities, tier. Then one line per tier with its count.
**Rules & Guidelines:**
* Tools starting goto-webinar- are on the GoTo Webinar server; tools starting salesforce- are on the Salesforce server. Both servers must be connected. If a tool from either one is missing, say which server is not connected and stop.
* This prompt is read-only. Do NOT call `salesforce-add-lead`, `salesforce-add-contact`, `salesforce-add-task`, `salesforce-update-lead`, `salesforce-update-contact`, `salesforce-update-campaign`, or any other Salesforce add or update tool. Do NOT call `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`.
* The score is a guide for ordering, not a fact. Show its parts so the user can judge it.
**Validation:**
* If the webinar has no attendees, say so and stop.
* If the poll or question read returns nothing, score on the parts that did return and say which part is missing.
* If total-time-attended looks like seconds rather than minutes (values in the thousands), convert before scoring and say so.Who it's for
One answer, three teams that use it
Sales reps
Know who to call this afternoon
Attendees placed in call now come with their lead status and open opportunities.
Who from the Contoso pricing webinar should I call first in Salesforce? Rank the top 15.
Sales managers
Inspect why someone ranks high
Each part of the score is shown, so you can trust and explain the follow-up order.
Rank the 25 most engaged attendees of the Fabrikam roadmap webinar and show how each score was built.
Marketing operations
Find engaged attendees missing from Salesforce
Attendees not in Salesforce and ambiguous matches are grouped so nothing falls through.
Which engaged attendees of the Northwind Traders webinar are not in Salesforce yet?
How it works
What PopdockAI does when you ask
You name the webinar and how many to rank, and your AI assistant scores and enriches the top attendees from Salesforce. It only reads from both systems.
01
Ask
You name the webinar and how many to rank.
02
Score
It scores attendees on minutes, questions and polls, showing each part.
03
Enrich
It matches the top ones to Salesforce contacts and leads by email, with open opportunities.
04
Report
You get call now, nurture, not in Salesforce and check groups.
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.
goto-webinar-get-webinar
goto-webinar-get-attendee
goto-webinar-get-question
goto-webinar-get-attendeepoll
salesforce-get-contact
salesforce-get-lead
salesforce-get-opportunity
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
Call the right attendees first, with a score you can check
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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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