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Turn webinar questions into Salesforce tasks for owners
For sales teams who want each GoTo Webinar question to reach the asker's Salesforce owner as a task, by asking their AI assistant.
On this page
Connector
Connect GoTo Webinar, pick your AI tool and paste the prompt.
The problem
Buying signals from webinars sit where owners never look
Questions asked in a webinar often signal buying interest, but they sit in GoTo Webinar where account owners never see them. Routing each one means finding the asker, their owner and creating a task by hand.
Without PopdockAI
- Export questions from GoTo Webinar
- Find each asker in Salesforce
- Work out who owns the record
- Create a task for each owner by hand
With PopdockAI
- Unanswered questions are read by default and grouped by asker
- Askers are matched by email to contacts or leads
- Owners are resolved to active users, never guessed
- You choose the rows before one task per asker is created
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Route the questions asked in the GoTo Webinar webinar `{webinar}` to the Salesforce owner of each asker's contact or lead as a follow-up task. Route only unanswered questions unless `{unanswered-only}` is no (default yes).
**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: Read the questions**
Call `goto-webinar-get-question` (GoTo Webinar) with `webinar-key`. A question is unanswered when its `answer` is blank. Unless `{unanswered-only}` is no, keep only unanswered questions. Group the questions by `askers-email`, and put questions with a blank askers-email in a separate "anonymous" list.
**Step 3: Find each asker in Salesforce**
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.
**Step 4: Find each owner's user id**
For each distinct owner from Step 3, call `salesforce-get-user` (Salesforce) with `name` set to the owner and `active` true. Keep the `user-id`. If no active user matches, or more than one does, leave that owner unresolved and do not guess.
**Step 5: Confirm**
Show a table: asker email, contact or lead, record name, owner, number of questions, the questions themselves (shortened to 150 characters each). STOP and ask the user to confirm which rows get a task. Create nothing until they do.
**Step 6: Create the tasks**
After confirmation, call `salesforce-add-task` (Salesforce) once per confirmed asker with:
- `who-id`: the contact-id or lead-id
- `assigned-to-id`: the owner's user-id (leave it out if unresolved; Salesforce then assigns the task to the caller)
- `subject`: "Webinar question follow-up: " followed by the webinar-name
- `priority`: High when any of the asker's questions is unanswered, otherwise Normal
- `comments`: every question with its time-asked and any answer given
If a call fails, record the error and continue.
**Step 7: Report**
Created tasks with ids and owners, then unknown askers (email and questions) and anonymous questions, since those need a human to pick up.
**Rules & Guidelines:**
* Tools starting goto-webinar- are on the GoTo Webinar server; tools starting salesforce- are on the Salesforce server. Both must be connected.
* The only write this prompt may make is `salesforce-add-task`, after the user confirms in Step 5.
* Do NOT call `salesforce-add-lead`, `salesforce-add-contact`, `salesforce-update-task`, `salesforce-update-contact` or `salesforce-update-lead`. Do NOT call `goto-webinar-add-registrant` or `goto-webinar-delete-registrant`.
* One task per asker, not per question.
**Validation:**
* If the webinar has no questions, or none unanswered when only unanswered are wanted, say so and stop.
* Do not create a lead for an unknown asker; that is a separate job.Who it's for
One answer, three teams that use it
Account executives
Get your accounts' questions as tasks
Questions from your contacts land in Salesforce as a task, high priority when any are unanswered.
Create Salesforce tasks for the owners of everyone who asked a question in the Contoso pricing webinar.
Sales managers
Make sure every question has an owner
Owners are resolved to active users, and unknown askers are listed for someone to pick up.
Route the unanswered questions from the Fabrikam roadmap webinar to Salesforce owners as tasks.
Marketing managers
Hand questions to sales without a spreadsheet
Questions reach owners as tasks directly from the webinar.
Send all questions from the Northwind Traders webinar, answered or not, to Salesforce owners as tasks.
How it works
What PopdockAI does when you ask
You name the webinar and your AI assistant matches each asker and their owner in Salesforce. Tasks are created only for the rows you confirm.
01
Ask
You name the webinar.
02
Read
It reads the unanswered questions by default, grouped by asker.
03
Match
It matches askers to contacts or leads by email and resolves each active owner.
04
Confirm
You choose the rows, and it creates one task per asker.
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-question
salesforce-get-contact
salesforce-get-lead
salesforce-get-user
salesforce-add-task
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
Every question becomes a task for the right owner
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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