Automate Sending Certificates to Students via WhatsApp Using Pabbly Connect

Learn how to automate sending certificates to students on WhatsApp using Pabbly Connect and Google Forms with this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automating WhatsApp Messages

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, you will learn how to send certificates to students automatically on WhatsApp using Pabbly Connect and Google Forms. using Pabbly Connect

With Pabbly Connect, you can create a workflow that triggers a WhatsApp message whenever a student submits their details through Google Forms. This integration enhances your communication efficiency and ensures timely delivery of certificates.

2. Setting Up Google Forms for Student Data Collection

To start, you need to create a Google Form to collect student details. Ensure that your form includes fields such as name, email, and WhatsApp number. This data is crucial for sending certificates via WhatsApp. using Pabbly Connect

• Create a new Google Form and add necessary fields.
• Make sure to include a field for WhatsApp numbers.
• Configure form settings to collect responses in a Google Sheet.

Once your Google Form is set up, you can proceed to integrate it with Pabbly Connect. This step will allow you to automate the process of sending certificates based on the form submissions.

3. Integrating Google Forms with Pabbly Connect

Now, let’s integrate Google Forms with Pabbly Connect. First, log in to your Pabbly Connect account and create a new workflow. Select Google Forms as the trigger application and set the trigger event to ‘New Response in Spreadsheet’. using Pabbly Connect

Next, connect your Google account by providing the necessary permissions. Once connected, select the specific Google Form you created earlier. This will allow Pabbly Connect to access the responses directly from your Google Sheet.

• Choose the Google Form from the list of available forms.
• Test the connection to ensure data is being pulled correctly.
• Save your trigger settings to proceed.

After setting up the trigger, you will see a successful connection message. This indicates that Pabbly Connect is now ready to handle data from your Google Form.

4. Sending Certificates via WhatsApp Using Pabbly Connect

With the integration complete, it’s time to set up the action step in Pabbly Connect to send the certificates. For this, select WhatsApp as the action application and choose the action event as ‘Send Message’. using Pabbly Connect

Now, connect your WhatsApp account using the API key provided by your WhatsApp service provider. Enter the necessary details such as the recipient’s WhatsApp number, message content, and attach the certificate PDF.

Input the WhatsApp number from the Google Form response. Craft a personalized message for the student. Attach the PDF certificate file from your Google Drive.

After completing these steps, test the action to ensure that the certificate is sent correctly to the provided WhatsApp number. This confirms that the integration is functioning as intended.

5. Finalizing and Testing Your Integration

Once you have set up the entire workflow in Pabbly Connect, it’s essential to test it thoroughly. Submit a test response through your Google Form to see if the certificate is sent automatically via WhatsApp. using Pabbly Connect

Monitor the Pabbly Connect dashboard for any errors during the process. If everything works smoothly, your integration is complete and ready for real-time use. This automation will save you time and enhance your communication with students.

With Pabbly Connect, you have successfully automated the process of sending certificates through WhatsApp based on Google Form submissions. This integration not only streamlines your workflow but also ensures that students receive their certificates promptly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending certificates to students on WhatsApp through Google Forms. This integration enhances efficiency and ensures timely communication.