GoToWebinar + Infusionsoft
Connect GoToWebinar and Infusionsoft to Automate Your Webinar Marketing Pipeline
Sync registrants, attendees, and engagement data between GoToWebinar and Infusionsoft so your follow-up is faster and your webinars actually drive revenue.
Why integrate GoToWebinar and Infusionsoft?
GoToWebinar and Infusionsoft are two tools that do completely different jobs — and when you connect them, they stop feeling like separate systems. GoToWebinar brings in high-intent prospects through live and on-demand events. Infusionsoft (now Keap) handles the full contact lifecycle, from nurture sequences to sales pipeline. Together, they cut out the manual grind of exporting attendee lists and importing them into your CRM, so every registrant and attendee gets followed up with at the right time — not whenever someone remembers to run the export.
Automate & integrate GoToWebinar & Infusionsoft
Use case
Automatically Add Webinar Registrants as Infusionsoft Contacts
Every time someone registers for a GoToWebinar event, tray.ai creates or updates their contact record in Infusionsoft in real time. The contact is immediately tagged with the webinar name, registration date, and source, so your team always knows where a lead came from. No manual list imports, no registrants falling through the cracks.
Use case
Segment Attendees vs. No-Shows with Infusionsoft Tags
After a webinar ends, tray.ai queries GoToWebinar for attendance records and applies distinct Infusionsoft tags to those who attended, those who registered but didn't show, and those who partially attended. Each segment gets routed into a tailored follow-up campaign. That kind of behavioral segmentation makes your post-webinar emails actually relevant.
Use case
Trigger Post-Webinar Email Sequences Based on Engagement
Using GoToWebinar engagement data — poll responses, Q&A participation, time-in-session — tray.ai triggers targeted Infusionsoft campaign sequences. Highly engaged attendees get routed to a demo-request campaign; low-engagement attendees get an on-demand replay nudge. Every follow-up message matches how that contact actually experienced the webinar.
Use case
Create or Update Infusionsoft Opportunities from Webinar Attendees
For B2B teams using GoToWebinar as a pipeline-building channel, tray.ai can automatically create Infusionsoft opportunities for contacts who attend a webinar and meet predefined qualification criteria. Each opportunity comes pre-populated with the webinar name, attendance date, and engagement score, giving sales reps immediate context before they reach out. Less lag between webinar attendance and sales follow-up means a shorter sales cycle.
Use case
Sync Infusionsoft Contact Updates Back to GoToWebinar
When a contact's details change in Infusionsoft — a job title update or email address change — tray.ai pushes those updates back to matching GoToWebinar registrant records to keep both platforms consistent. This two-way sync prevents communication failures from stale email addresses and keeps event reporting accurate. It's especially useful for companies running recurring webinar series for existing customers or prospects.
Use case
Enroll Webinar Registrants in Pre-Event Reminder Campaigns
As soon as a contact registers for a GoToWebinar event, tray.ai enrolls them in a dedicated Infusionsoft pre-event drip campaign that delivers countdown reminders, agenda previews, and presenter introductions. This warming sequence drives better show-up rates than GoToWebinar's built-in reminder emails alone. Enrollment can also be personalized based on the registrant's existing tags or lifecycle stage in Infusionsoft.
Use case
Report on Webinar-Driven Revenue Inside Infusionsoft
By tagging every contact that flows through a GoToWebinar event with the specific webinar name and session date, tray.ai makes closed-loop revenue reporting possible inside Infusionsoft. Marketing teams can track which webinars produced the most contacts, which attendee segments converted to customers, and what revenue ties back to specific events. That data makes it a lot easier to decide which webinar topics are worth repeating.
Get started with GoToWebinar & Infusionsoft integration today
GoToWebinar & Infusionsoft Challenges
What challenges are there when working with GoToWebinar & Infusionsoft and how will using Tray.ai help?
Challenge
Delayed or Manual Attendee Data Exports
GoToWebinar doesn't natively push attendee and registration data into Infusionsoft, so marketing teams end up manually exporting CSV files after each event. By the time data is cleaned, formatted, and imported, the follow-up window has often closed and lead momentum is gone.
How Tray.ai Can Help:
tray.ai uses GoToWebinar's API to pull registration and attendance data in real time or on a post-event schedule, then maps and pushes that data directly into Infusionsoft with no manual steps — so follow-up sequences can launch within minutes of a webinar ending.
Challenge
Inconsistent Contact Field Mapping Between Platforms
GoToWebinar and Infusionsoft use different data structures for contact information, and custom registration fields in GoToWebinar often have no direct equivalent in Infusionsoft. That mismatch causes data loss or repetitive manual mapping work for every webinar campaign.
How Tray.ai Can Help:
tray.ai's visual data mapper lets teams define precise field-to-field transformations between GoToWebinar and Infusionsoft, including custom registration fields. Those mappings carry over to all future webinars automatically, so you're not reconfiguring anything from scratch and your CRM data stays clean.
Challenge
Unable to Differentiate Follow-Up by Attendance Behavior
Without an automated integration, most teams send the same post-webinar email to every registrant regardless of whether they attended, partially attended, or missed the event entirely. That blanket approach produces low engagement and wastes the opportunity to re-engage no-shows or move hot attendees faster.
How Tray.ai Can Help:
tray.ai retrieves granular attendance records from GoToWebinar and uses conditional logic to route each contact into the correct Infusionsoft campaign based on their attendance status and engagement level, so post-event follow-up is actually personalized — at scale.
Challenge
Duplicate Contact Records Across Systems
When contacts register through multiple webinars or exist in both GoToWebinar and Infusionsoft under slightly different details, duplicates pile up fast. They corrupt reporting, cause redundant outreach, and make your marketing database unreliable.
How Tray.ai Can Help:
tray.ai runs an email-based deduplication check before writing any data to Infusionsoft. If a matching contact already exists, the workflow updates that record rather than creating a new one — so repeat webinar attendees are correctly identified and their history stays consolidated in a single CRM record.
Challenge
No Visibility into Webinar-Attributed Revenue in Infusionsoft
Because GoToWebinar and Infusionsoft operate independently, it's nearly impossible to track which webinar events contributed to closed deals or customer revenue inside the CRM. Marketing teams end up without the attribution data they need to justify webinar spend or make smarter decisions about future events.
How Tray.ai Can Help:
tray.ai automatically tags every Infusionsoft contact and opportunity with the originating GoToWebinar event details at registration and attendance, creating a durable attribution trail. Marketing teams can then run native Infusionsoft reports that connect webinar activity directly to pipeline and closed revenue.
Start using our pre-built GoToWebinar & Infusionsoft templates today
Start from scratch or use one of our pre-built GoToWebinar & Infusionsoft templates to quickly solve your most common use cases.
GoToWebinar & Infusionsoft Templates
Find pre-built GoToWebinar & Infusionsoft solutions for common use cases
Template
GoToWebinar Registrant to Infusionsoft Contact Sync
Automatically creates or updates an Infusionsoft contact record whenever a new registrant signs up for any GoToWebinar event, applying a registration tag and mapping all available fields.
Steps:
- Trigger fires when a new registrant is added in GoToWebinar
- tray.ai checks whether the contact already exists in Infusionsoft by email address
- Creates a new Infusionsoft contact or updates the existing record with registration details and event tags
Connectors Used: GoToWebinar, Infusionsoft
Template
Post-Webinar Attendee Tagging and Campaign Enrollment
After a GoToWebinar session ends, this template fetches the full attendee report, segments contacts by attendance status, and enrolls each segment into the appropriate Infusionsoft follow-up campaign.
Steps:
- Trigger fires on a schedule after the webinar end time or via a webhook when the session concludes
- tray.ai retrieves the attendee list from GoToWebinar and classifies contacts as attended, no-show, or partial
- Applies the appropriate Infusionsoft tags to each contact and enrolls them in the matching post-event campaign sequence
Connectors Used: GoToWebinar, Infusionsoft
Template
GoToWebinar Engagement Score to Infusionsoft Opportunity Creator
Evaluates each webinar attendee's engagement metrics from GoToWebinar and automatically creates a new Infusionsoft opportunity for contacts whose engagement score exceeds a defined threshold.
Steps:
- After webinar completion, tray.ai pulls per-attendee engagement data including poll responses, Q&A activity, and time attended
- A conditional logic step scores each attendee and filters those who meet the qualification threshold
- Creates a new opportunity in Infusionsoft pre-populated with the attendee's engagement details and assigns it to the appropriate sales owner
Connectors Used: GoToWebinar, Infusionsoft
Template
Pre-Webinar Reminder Campaign Enrollment for New Registrants
Instantly enrolls every new GoToWebinar registrant into a pre-event Infusionsoft drip campaign that delivers reminder emails, agenda content, and presenter bios leading up to the event.
Steps:
- Trigger fires when a new registration is confirmed in GoToWebinar
- tray.ai creates or locates the contact in Infusionsoft and checks their current campaign enrollment status
- Enrolls the contact in the designated pre-event Infusionsoft campaign sequence mapped to the specific webinar
Connectors Used: GoToWebinar, Infusionsoft
Template
Bidirectional Contact Update Sync Between Infusionsoft and GoToWebinar
Keeps contact information consistent across both platforms by pushing Infusionsoft contact updates to matching GoToWebinar registrant records and vice versa.
Steps:
- Trigger fires when a contact record is updated in Infusionsoft or when a registrant updates their profile in GoToWebinar
- tray.ai identifies the matching record in the other platform using email as the unique identifier
- Pushes the updated fields to the corresponding record to keep data consistent across both systems
Connectors Used: GoToWebinar, Infusionsoft
Template
Recurring Webinar Series Contact Lifecycle Tracker
Tracks a contact's attendance history across multiple GoToWebinar sessions and updates their Infusionsoft lifecycle stage and tags based on cumulative engagement, enabling long-term nurture strategies.
Steps:
- After each webinar, tray.ai appends the session attendance record to a custom field on the Infusionsoft contact
- A logic step evaluates total webinars attended and engagement level to determine the appropriate lifecycle stage
- Updates the contact's Infusionsoft stage, score, and tags to reflect their cumulative webinar engagement history
Connectors Used: GoToWebinar, Infusionsoft