---
title: "Example: Automating Your Presentation Sends with Zapier"
description: "This walkthrough builds one complete automation: you add a contact, iDecide creates a personalized link for them, and the presentation goes out by email. No manual steps after setup. We use a **Google Sheet** here as a stand-in CRM, because…"
url: "https://idecide.com/ro/knowledge-base/integrations/zapier-example-automating-your-presentation-sends/"
updated: "2026-09-15"
category: Integrations
---

# Example: Automating Your Presentation Sends with Zapier

This walkthrough builds one complete automation: you add a contact, iDecide creates a personalized link for them, and the presentation goes out by email. No manual steps after setup.

We use a **Google Sheet** here as a stand-in CRM, because it is something everyone can follow along with. Anywhere you see Google Sheets, picture your own CRM. The layout and iDeas are the same.

## Watch it built live

[iDecide Zapier training](https://www.youtube.com/embed/VjGQjo-yVTg)

## Before you start

1. A **Zapier** account, connected to iDecide. See **[How to Connect iDecide to Zapier](/knowledge-base/integrations/how-to-connect-idecide-to-zapier/)**.
2. A sheet or CRM with columns for **first name**, **last name**, **email**, **phone**, and an empty column for the **personalized link**.
3. At least one row of real-looking test data. Zapier uses it to show you your own data while you build, which makes every later step easier.

## Google SHeet Headings In this sample:

![](https://idecide.com/wp-content/uploads/2026/08/Screenshot-2026-08-31-at-4.30.59-PM.png)

## Zap 1: create the link

1. In Zapier, click **Create**, then **Zap**. Name it something you will recognize later.
2. **Trigger:** choose **Google Sheets** (or your CRM) and the event **New or Updated Spreadsheet Row**.
3. Connect your account, then pick the spreadsheet and worksheet. Set the **trigger column** to **email**, so the Zap fires whenever a new email is added (be careful of looping - see Zapier support for more help).
4. Click **Test trigger**. Your test row appears. Choose **Continue with selected record**.
5. **Action:** search for **iDecide** and choose **Create Personalized iDecide Link**.
6. Fill in the viewer fields using the **plus sign** to pull data from step 1. For the full name, insert first name, type a space, then insert last name.
7. Map the **CRM-specific ID** from your CRM's own ID field. This connects the iDecide link to the contact in your CRM. Skip this only if you are following along with a plain Google Sheet.
8. Choose the **presentation** you want to send, then test the step. Open the link it returns. It should greet your test contact by name.
9. **Second action:** add **Google Sheets** again, event **Update Spreadsheet Row**. Point it at the same sheet, and map the personalized link into your empty link column.
10. Test, then **Publish**.

**Watch the row field.** When you set up the update step, Zapier often fills the row field with a fixed number like "2". If you leave it that way, every run will overwrite that same row forever. Click the field, choose
**+plus sign to reference dynamic data**, and pull the row or record ID from your trigger step instead. If you are using a real CRM, this is the record ID field. 

## Zap 2: send it

Zapier free plan caps how many steps one Zap can hold, so the send step lives in its own Zap.

1. Create a second Zap.
2. **Trigger:** Google Sheets, **New or Updated Spreadsheet Row**, with the **trigger column** set to your **personalized link** column. Now the Zap fires as soon as a link exists.
3. Test the trigger and continue with the record it finds.
4. **Action:** choose how you want to send. Gmail, your CRM email tool, even a texting platform. Anything Zapier connects to.
5. Write the message. Pull in the contact **first name** and the **personalized link** with the plus sign.
6. Test, then **Publish**.

## Sample Email Using Dynamic contact information:

![](https://idecide.com/wp-content/uploads/2026/08/Screenshot-2026-08-31-at-4.40.42-PM.png)

**Test with drafts first.** If you are sending through Gmail, set the action to **Create Draft** instead of **Send Email** while you are testing. Check a few drafts, then switch it to send once you are happy with how they read.

## Swapping in your CRM

Everything above works the same with any app Zapier supports. Three things change:

| The apps | Replace Google Sheets with your CRM in both Zaps. The trigger and action events on offer will look different, because they are whatever your CRM allows, not whatever iDecide allows. |
| --- | --- |
| The field names | Your CRM's own field names replace the sheet column names. The iDecide side does not change. |
| The record ID | Map your CRM contact ID into the **CRM-specific ID**field. This is what links the view back to the right contact. |

**Using GoHighLevel?** Do not route it through Zapier. iDecide integrates with GoHighLevel directly. Email **Hi@iDecide.com** and we will set it up for you.

Something not firing? See **[Zapier Questions and Fixes](/knowledge-base/integrations/zapier-questions-and-fixes/)**.

Still stuck? Email **Hi@iDecide.com**. We also run live Zapier trainings, and you can see the schedule at [**iDecide.com/training**](https://idecide.com/training).