iDecide Standard Zapier Integration

Get Started #

1.) Log into your iDecide Back Office & Watch your Presentation

• Login to your iDecide Back Office

• If you do not already have access to a presentation, add your iDecide iD by clicking ACCOUNT > ADD PRESENTATIONS (If you need help finding your iDecide iD, contact the company you are working with or email: Hi@iDecide.com)

Be sure to send and watch through your presentation at least once, Zapier will not be able to capture any data until you do so!

2.) Login to Zapier

• CLICK HERE TO SIGN UP OR LOG IN & ADD iDECIDE TO YOUR APPS

• Click “+ Create Zap” on the dashboard to get started

How to Use Zapier with iDecide #

Zapier can take the information provided by iDecide and do tons of cool things with it, like send an email, or update a contact in your CRM! Zapier can also react to actions that you take in your iDecide Back Office, or any other connected app, and cause a whole other chain of events to happen. For our examples we’ll use Monday.com, but you can use your favorite apps!

What info does iDecide provide and what does it mean? #

• ID – This is the viewer’s unique view ID.
• iDecide – This is the name of the presentation you sent.
• Date/Time Started Watching – Provides an accurate time stamp the viewer started watching the link you sent.
• Was Post-A-Link – These types of presentations are usually posted on social media where many people will see it. If your link was sent this way, this field will say “true”.
• Viewer’s Full Name – Use this to input the viewer’s full name. This can also be separated into first name or last name only.
• Viewer’s Email Address – If one is provided, this will show the email address of the viewer.
• Viewer’s Phone Number – As long as one is provided, Zapier can funnel that info into your favorite apps.
• Viewer’s CRM-specific ID – This will be specific to the CRM you are using, as well as each specific contact. You’ll use this if you’d like to update your CRM with the info provided by iDecide.
• Choices Made – If there are tracked questions in the presentation, those options will appear here.
• Slides Viewed – This allows you to see what the viewer watched in the presentation so you can accurately cater to their experience.
• Outcome – This will be the option the viewer chose at the end of your presentation, whether that was to buy, go to your website, or anything else!
• Outcome Notification – This will be the same notification we send you via text/email when a viewer finishes watching a presentation. As an example for a use-case, you can use this field to send a team member a notification so they can respond!
• Event Title – This field gives a brief description of what caused the action and can be used to pinpoint exactly where a contact is at in your pipeline.

As simple examples we will cover automation of creating an iDecide link when a contact is created in your CRM as well as updating your CRM with information once the viewer watches your presentation.

Create A Link When A Contact Is Created #

1.) App: Search for your chosen CRM (we’ll use Monday.com here).

2.) Trigger Event: Select “New Item in Board”. Other CRM will use different terminology, but choose the option that is the most similar such as “New Contact” or “New Line”

3.) Account: Log into your CRM here. Monday.com uses an API key found in the developer section under your profile picture on the Monday.com Back Office, but other CRM may have you sign in other ways. Be sure to note the instructions when your specific sign in window pops up.

4.) Board ID: Choose the name of the board you would like to pull information from when creating this automated process. 

5.) Test Trigger: Add a contact to your CRM and click “Test Trigger”. You’ll be able to see the information from the CRM and the contact you just added. Choose a test record and click “Continue with Selected Record”.

6.) Action: Create a second step, search for “iDecide”, and select the latest version

7.) Action Event: Select “Create Personalized iDecide Link” 

8.) Account: Take note of the instructions here and sign in to your iDecide Back Office to connect it to Zapier.

9.) Configure: Select the appropriate information for each of the fields here. The only required fields are the viewer’s name and the iDecide presentation you’d like to send. Once you’re done here, select “Continue”

10.) Test: Here you can test your action and see that Zapier will take the name and any other information added to your CRM and create a personalized iDecide link ready to send or add to your CRM.

IMPORTANT: Stopping here ONLY CREATES the link. In order for Zapier to know where to put this link, you MUST add a third step. This step can update your CRM with the link you just created, send you an email with that link attached, even send that link to the viewer so they can view it immediately!

11.) App: Select the CRM you used in the first step for creating the contact.

12.) Action: For Monday.com, select “Update Item”. Other CRM’s will use different terminology, but here, this will update the contact you already created. 

13.) Configure: Select the board and contact you used in the first step. Then select the iDecide URL to input into the field you created in the contact. You can also choose to replace information in the field even if it’s already filled in. 

14.) Test: When you choose to test here, Zapier should automatically create a personalized iDecide link using the information added to your CRM, and then should update the CRM with the link that was created. 

Update Your CRM When A Presentation Is Watched #

1.) App: Search for “iDecide” and select the latest version

2.) Trigger Event: Choose “iDecide Finished”. This means this event will occur when your viewer has finished watching your presentation.

3.) Account: Be sure you’re logged into your iDecide Back Office.

4.) Configure: Select the same iDecide as you did in your other zap.

5.) Test: Here you will see all of the information iDecide gathers from each viewer as they watch. Select a record and then select “Continue with Selected Record”

6.) App: Add a second step and select the CRM you used in our first example.

7.) Action: For Monday.com, select “Update Item”. Other CRM’s will use different terminology, but here, this will update the contact you already created. 

8.) Account: Be sure you’re logged into your CRM account connected through Zapier.

9.) Configure: Select the board and contact you used in the first step. This time, make sure you have  a field created in your CRM for the outcome of the presentation, this is what the viewer chose to do at the end of a presentation and you may be able to follow up!

10.) Test: Test this step and your CRM should update with whatever information is provided by the test record you selected in the previous iDecide steps.