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Salesforce account GoTo Webinar engagement
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Cross-Connector

See which people at an account attend your webinars

For account teams who want webinar registrations and attendance for an account's contacts set beside its open deals, by asking their AI assistant.

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Salesforce account GoTo Webinar engagement
How have people at Contoso Ltd engaged with our GoTo webinars in the last 90 days?
5 of 18 Contoso Ltd contacts engaged with 4 webinars in the last 90 days. - Most engaged: Jordan Lee attended 3 webinars, 140 minutes in total - Registered only: Sam Patel, 2 webinars - No activity: 13 contacts - Deals: Contoso Expansion had an attendee within 30 days of close Want the per-contact table?
Salesforce
Sample figures. Your results come from your own account.
salesforce-get-account
salesforce-get-contact
salesforce-get-opportunity
goto-webinar-get-webinar
goto-webinar-get-registrant
goto-webinar-get-attendee

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Salesforce

Salesforce
Run it on your own Salesforce data.

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

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The problem

Webinar engagement you cannot see at account level

Before an account review you want to know whether anyone at the account registered for or attended your webinars, and whether that lines up with open deals. Checking means searching GoTo Webinar for each Salesforce contact in turn.

Without PopdockAI

  • List the account's contacts in Salesforce
  • Search GoTo Webinar for each email
  • Note registrations and attendance by webinar
  • Line it up with open deals by hand

With PopdockAI

  • Contacts and open deals are read from Salesforce
  • Each contact's registrations and attendance are checked
  • Only contacts on this account count, never a domain search
  • Read only, with deals marked for recent attendance

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Show how the people at the Salesforce account `{account}` engaged with GoTo Webinar webinars over the last `{lookback-days}` days (default 90), in the context of the account's open opportunities.

**Step 1: Find the account**

Call `salesforce-get-account` (Salesforce) with `name.contains` set to `{account}`, or with `account-id` if `{account}` looks like a Salesforce id (15 or 18 characters starting with 001). If more than one account matches, list each one's name, billing-city and account-id and stop. If none match, say so and stop.

**Step 2: Read the account's people and deals**

Call `salesforce-get-contact` (Salesforce) with `account-id`. Keep name, email, title and owner, and drop contacts with a blank email. Then call `salesforce-get-opportunity` (Salesforce) with `account-id` and `closed` false; keep name, stage, amount, close-date and owner.

**Step 3: List the webinars in the window**

Call `goto-webinar-get-webinar` (GoTo Webinar) with `date.from` set to today minus `{lookback-days}` days (default 90) and `date.to` set to today. Keep each webinar-key, webinar-name and date.

**Step 4: Look up each contact in GoTo Webinar**

For each contact email, call `goto-webinar-get-registrant` (GoTo Webinar) with `email`, and `goto-webinar-get-attendee` (GoTo Webinar) with `email` and `date-attended.from` set to the start of the window. Keep only rows whose webinar-key is in the Step 3 list. If either tool refuses a call without a `webinar-key`, call it once per webinar-key from Step 3 with `email` instead.

**Step 5: Report**

- One line: how many contacts, how many engaged, how many webinars they touched.
- A table per engaged contact: name, title, webinar-name, date, registered or attended, minutes attended.
- The contacts with no webinar activity, as a single list.
- The open opportunities, and for each one note whether anyone at the account attended a webinar within 30 days before its close-date.

**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`.
* Only contacts on this account count. Do not search GoTo Webinar by company or email domain.

**Validation:**

* If the account has no contacts with an email, say so and stop before calling GoTo Webinar.
* If no webinars fall in the window, say so, report the opportunities, and stop.
* Match emails case-insensitively and trimmed.

Who it's for

One answer, three teams that use it

Account executives

See who at the account is paying attention

Find the contacts who attended webinars before a deal closes, and the ones who never engage.

Which Fabrikam contacts registered for or attended our GoTo webinars in the last 60 days?

Field marketers

Show webinars influencing deals

See which open deals had someone attend a webinar shortly before the close date.

For Northwind Traders, show webinar attendance in the last 120 days next to their open Salesforce deals.

Customer success managers

Gauge adoption through webinar interest

See which people at a customer are showing up to training and product webinars.

Who at Contoso has attended our GoTo webinars this quarter, and who has not engaged at all?

How it works

What PopdockAI does when you ask

You name the account and a period, and your AI assistant checks each contact's webinar activity. It reads from GoTo Webinar and Salesforce and writes nothing back.

01

Ask

You name the Salesforce account and a lookback period.

Your AI tool

02

Read

It reads the account's contacts and open opportunities, then the webinars in the window.

salesforce-get-account
salesforce-get-contact
salesforce-get-opportunity
goto-webinar-get-webinar

03

Check

It looks up each contact's registrations and attendance in GoTo Webinar.

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

04

Report

You get engaged contacts, inactive contacts and deals with recent attendance.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Salesforce and one secure connection to your AI tool. No code, no exports.

get-data

salesforce-get-account

Returns Salesforce accounts with their type, industry, owner, billing address, phone and annual revenue. Filter by name, account number, type, industry, owner, billing city or state, annual revenue and created date.
get-data

salesforce-get-contact

Returns Salesforce contacts with their account, title, department, email, phone, mailing address, owner and lead source. Filter by name, email, account, title, owner, lead source and mailing city or state.
get-data

salesforce-get-opportunity

Returns Salesforce opportunities with their account, stage, amount, probability, close date, next step, owner and whether they are closed or won. Filter by name, account, stage, owner, amount, close date and closed and won flags.
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

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.
Read only.Nothing in Salesforce 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

Account webinar engagement next to open deals

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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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