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Webinar attendance to pipeline

See which webinars led to pipeline. Compare registrants, attendees, and deals created after the session, by webinar.

Someone typed

“compare the hubspot webinar regs, attendance, and deals by webinar; show regs, attendees, post-webinar deals, and status Agrees when attendee→deal rate is 10%+, No deal yet when 0, Deal before attendee otherwise”

The agent read it as

Compare the regs and attendance in Webinar events with the deals in Deals created after webinars by webinar; show regs, attendees, post-webinar deals, and status Agrees when attendee→deal rate is 10%+, No deal yet when 0, Deal before attendee otherwise.

What the agent built

3 steps, each one an ordinary Mammoth step you can open and change.

File

Webinar events

CSV export · 8 rows

File

Deals created after webinars

CSV export · 29 rows

Step

Count deals by webinar

Step 1

Join

Bring in webinar deals

7 of 8 paired

Step

Set webinar deal status

Step 3

Result

Webinar Deal Conversion

8 rows · 2 flagged

Schedule

Runs when you say

Proposed

File
Webinar events
CSV export · 8 rows
File
Deals created after webinars
CSV export · 29 rows
Step
Count deals by webinar
Step 1
Join
Bring in webinar deals
7 of 8 paired
Step
Set webinar deal status
Step 3
Result
Webinar Deal Conversion
8 rows · 2 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 8 rows came out, and the join paired 7 of 8 rows.

Download Webinar events sample (8 rows)HubSpot: Marketing > Events > Webinars > Export
Download Deals created after webinars sample (29 rows)HubSpot: Sales > Deals > Export

What you get back

The result of that run, the rows to look at first.

Webinar Deal ConversionSample data8 rows

6 agrees1 deal before attendee1 no deal yet

Webinar name	Registrations	Attendees	Post-webinar deals	Status	Webinar ID
Using HubSpot Sequences for SMB	18	0	0	No deal yet	wb_1008
RevOps Reporting Without Spreadsheets	46	34	3	Deal before attendee	wb_1003
AI Ops for Finance Teams	42	31	5	Agrees	wb_1001
Customer Onboarding That Drives Expansion	33	25	4	Agrees	wb_1005
Practical Lead Scoring Workshop	29	21	4	Agrees	wb_1004
Quarter-End Pipeline Acceleration	37	28	6	Agrees	wb_1007
Reducing SaaS Churn with Lifecycle Emails	38	26	3	Agrees	wb_1002
Sales Handoff Best Practices	41	30	4	Agrees	wb_1006

8 rows in the result. Sample data: illustrative figures, not business results.

How do you turn a webinar report into pipeline reporting?

Export your webinar report from HubSpot, then export the deals you want to check against it. Mammoth compares attendance with deals by webinar, so you can see registrants, attendees, post-webinar deals, and a status for each webinar. Rows with no matching deal stay marked, and rows that do not fit the rule are shown separately.

How it works

How to use the Webinar Deal Conversion workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Webinar Deal Conversion: questions

Which export should you use for this workflow?

Use the webinar report export that includes registrants and attendees, and the deals export that shows when each deal was created. Those files give the workflow the webinar and deal details it needs.

What happens to rows that do not match the rule?

Rows that do not match the rule are still kept in the output. They are marked with the status that fits the comparison, such as No deal yet or Deal before attendee.

How do you change the rule in words?

Change the rule by editing the words that describe the match. For example, you can compare attendance and deal creation by webinar, then choose the status labels that should apply for each case.