Author: Nitin Maheshwari

Learn how to send a license key via email automatically after a successful payment using Pabbly Connect, Google, Gmail, and Razorpay in this detailed tutorial.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Payment Integration

To send a license key via email after a successful payment, you first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. This platform will help you automate the process of collecting payment details and sending the license key.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow appropriately, such as ‘Send License Key on Payment’. This will help you identify the workflow later. After naming, you can start integrating various applications, ensuring Pabbly Connect is at the center of your automation.

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2. Integrating Razorpay with Pabbly Connect

The next step is to set up Razorpay as your payment gateway in Pabbly Connect. Click on the ‘Choose App’ option and select Razorpay from the list. This integration will allow you to capture payment events.

• Select ‘Payment Captured’ as the trigger event.
• Connect your Razorpay account by providing the necessary API keys.
• Test the connection to ensure it is successful.

After configuring Razorpay, you will be able to capture payment details automatically. This ensures that every successful payment is recorded and ready for the next step in Pabbly Connect.

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3. Sending License Key via Gmail Integration

With Razorpay set up, the next step is to send the license key using Gmail through Pabbly Connect. Click on ‘Add Action’ and select Gmail as the app. This will allow you to send emails directly to your customers.

• Choose ‘Send Email’ as the action event.
• Connect your Gmail account by signing in and granting necessary permissions.
• Customize the email content to include the license key and customer details.

This integration enables you to automatically send a personalized email containing the license key to the customer immediately after a successful payment. Pabbly Connect ensures that this process is seamless and efficient.

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4. Using Google Sheets to Record Payment Details

To keep track of all transactions, integrating Google Sheets with Pabbly Connect is essential. This allows you to store customer payment information for future reference. Click on ‘Add Action’ again and select Google Sheets.

Choose ‘Add Row’ as the action event. Connect your Google Sheets account and specify the spreadsheet where you want to store the details. Map the Razorpay payment fields to the corresponding columns in your Google Sheet.

With this setup, every time a payment is captured, the customer’s details and license key will be recorded in Google Sheets. This not only helps in maintaining records but also gives you insights into your sales performance using Pabbly Connect.

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5. Testing and Finalizing Your Workflow

Once all integrations are set up, it’s crucial to test your workflow in Pabbly Connect. Click on the ‘Test’ button to ensure that the entire process works as intended. This includes capturing the payment, sending the email with the license key, and recording the details in Google Sheets.

If the test is successful, make sure to turn on your workflow. Now, every time a payment is made through Razorpay, Pabbly Connect will automatically send the license key via Gmail and log the transaction in Google Sheets.

By following these steps, you can efficiently manage license key distribution and customer data using Pabbly Connect. This automation not only saves time but also enhances customer satisfaction.

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Conclusion

In this tutorial, we explored how to send a license key via email after a successful payment using Pabbly Connect. By integrating Google, Gmail, Google Sheets, and Razorpay, you can automate the entire process efficiently.

Learn how to automate sharing your school brochure on WhatsApp using Pabbly Connect and Pabbly Connect. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To automate sharing your school brochure on WhatsApp, you need to access Pabbly Connect. Start by visiting the Pabbly website and create an account if you haven’t already. This platform allows you to connect various applications seamlessly.

After signing in, navigate to the dashboard where you can create a new workflow. To initiate the process, click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘School Brochure to WhatsApp’. This will set the foundation for your automation.

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2. Connect Elementor Form to Pabbly Connect

The next step is to connect your Elementor form to Pabbly Connect. This is essential for capturing the data submitted by parents. In your Elementor form settings, you will need to find the ‘Actions After Submit’ section.

• Locate the Webhooks option under Actions After Submit.
• Copy the Webhook URL generated by Pabbly Connect.
• Paste this URL into the Webhook URL field in your Elementor form settings.

Once the Webhook URL is set, update your Elementor form. This allows Pabbly Connect to receive data every time a parent submits the form, ensuring that the information is captured for further processing.

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3. Fetch Data from Elementor Form in Pabbly Connect

Now that your Elementor form is connected, it’s time to fetch the submitted data into Pabbly Connect. To do this, go back to your Pabbly dashboard and trigger the workflow by submitting the form again.

After submitting, you will see that Pabbly Connect captures the data from the Elementor form submission. This step is crucial as it allows you to utilize the gathered information in the next steps of your automation.

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4. Send School Brochure via WhatsApp Using 360 Dialog

Your next task is to send the school brochure to the parent’s WhatsApp account using Pabbly Connect and 360 Dialog. In the action step of your workflow, select 360 Dialog as the application to send messages.

• Choose the action event as ‘Send Template Message’.
• Connect your 360 Dialog account by entering your API key and domain.
• Select the template you created for sending brochures.

After setting up the template, map the necessary fields such as the recipient’s mobile number and the brochure link. This ensures that the message is personalized and contains the correct information.

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5. Test and Activate Your Workflow

Finally, it’s time to test your workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to check if the message is sent successfully to the parent’s WhatsApp. Ensure that all variables are mapped correctly for personalized messaging.

Once the test is successful, activate your workflow. This automation allows you to send school brochures to parents automatically whenever they fill out the form on your website, saving you time and effort.

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Conclusion

In conclusion, using Pabbly Connect to automate sharing your school brochure on WhatsApp makes your communication with parents efficient. By following these steps, you can ensure timely delivery of information while enhancing your school’s outreach.

Learn how to share your college brochure on WhatsApp with students using Pabbly Connect. Follow our step-by-step tutorial for seamless integration with Elementor forms. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To share your college brochure on WhatsApp with students, the first step is to access Pabbly Connect. Start by opening your browser and typing in the URL: Pabbly.com. This will take you to the Pabbly homepage where you can sign up for a free account.

Once you have your account, click on the ‘Products’ icon and select ‘Connect’. After signing in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘College Brochures from Elementor Forms to WhatsApp’. This is where you will set up the integration process between your Elementor forms and WhatsApp using Pabbly Connect.

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2. Set Up the Webhook URL in Elementor Forms

The next step involves connecting your Elementor form to Pabbly Connect using a webhook URL. In your Pabbly Connect dashboard, choose Elementor as the app and select the trigger event as ‘New Form Submission’. This will generate a webhook URL that you need to copy.

Now, go to your WordPress page where the Elementor form is located. Click on ‘Edit with Elementor’, select the form, and navigate to the ‘Actions After Submit’ section. Here, add a new action and select ‘Webhook’. Paste the webhook URL you copied from Pabbly Connect into the designated field and update the page.

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3. Collect Data from Elementor Forms in Pabbly Connect

Once the webhook is set up, it’s time to test the integration by filling out the Elementor form. After submitting the form, return to Pabbly Connect and check if the data from the form submission has been captured. This data will include the student’s name, email, and any other details you have set up in the form.

To verify if the data has been successfully collected, you should see the captured details displayed in Pabbly Connect. This confirms that the integration is working correctly and that data is flowing from your Elementor form to Pabbly Connect.

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4. Send College Brochure on WhatsApp via Pabbly Connect

The final step is to send the collected data as a WhatsApp message using the 360 Dialog app integrated with Pabbly Connect. To do this, select the action app as 360 Dialog in your workflow and choose the action event ‘Send Template Message’. Connect your 360 Dialog account by entering the required API key and domain name.

After connecting, you will need to select the template for the WhatsApp message. Map the necessary fields such as the recipient’s mobile number and any personalized data you wish to include. This could be the student’s name and a link to the college brochure stored in Google Drive. Once everything is set, click on ‘Save and Send Test Request’ to send a test message.

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5. Review and Finalize the Integration Workflow

After sending the test message, check the designated WhatsApp account to ensure that the message has been received correctly. The message should include the personalized greeting and the link to the college brochure, confirming that the integration works flawlessly with Pabbly Connect.

Finally, you can save your workflow in Pabbly Connect. This setup will allow you to automate the process of sending brochures to students whenever they fill out the Elementor form, streamlining your communication and improving efficiency.

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Conclusion

In this tutorial, we explored how to share your college brochure on WhatsApp with students using Pabbly Connect. By following the steps outlined, you can automate the process of sending personalized messages and brochures efficiently. This integration not only saves time but also enhances the student inquiry experience.

Learn how to enroll users in EverWebinar automatically upon successful payment using Pabbly Connect and Razorpay integration. Follow these detailed steps! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect to Start the Integration

To enroll a user in EverWebinar on successful payment, the first step is to access Pabbly Connect. This integration platform allows you to connect Razorpay and EverWebinar seamlessly.

Open your browser and visit the Pabbly website. Click on ‘Products’ and select ‘Pabbly Connect’. If you don’t have an account, you can create one for free. After signing in, navigate to the dashboard where you can create a new workflow.

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2. Create a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Razorpay and EverWebinar. Click on the ‘Create Workflow’ button in Pabbly Connect and name your workflow, for example, ‘Enroll User in EverWebinar from Razorpay Payment’.

Once the workflow is created, you will see options for setting up triggers and actions. The trigger will be the payment received from Razorpay, and the action will be to register the user in EverWebinar. This setup allows for automatic user enrollment upon successful payment.

• Click on the trigger app and select Razorpay.
• Choose the event as ‘Payment Captured’.
• Copy the generated webhook URL for Razorpay.

By following these steps, you can successfully create a workflow in Pabbly Connect that sets the stage for automatic enrollment in EverWebinar.

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3. Configure Webhook in Razorpay

Now, you need to configure the webhook in Razorpay to send payment information to Pabbly Connect. Go to your Razorpay dashboard and navigate to the settings section. Here, find the ‘Webhooks’ option.

Click on ‘Add New Webhook’ and paste the webhook URL you copied earlier from Pabbly Connect. Ensure that you select the ‘Payment Captured’ event. This setup allows Razorpay to communicate with Pabbly Connect whenever a payment is made.

• Paste the webhook URL in the designated field.
• Check the active events for ‘Payment Captured’.
• Click on ‘Create Webhook’ to save your settings.

This configuration is crucial as it establishes the link between Razorpay and Pabbly Connect, enabling the automatic transfer of payment data.

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4. Setup EverWebinar Integration in Pabbly Connect

With the webhook configured, the next step is to set up the action in Pabbly Connect to register users in EverWebinar. In your workflow, click on the action step and select EverWebinar as the application.

Choose the action event as ‘Register a Person to Webinar’. You will need to connect your EverWebinar account by entering your API key, which you can find in your EverWebinar dashboard under the ‘My Webinars’ section.

Select the webinar you want to enroll users into. Map the required fields such as first name, last name, email, and phone number from Razorpay data. Click on ‘Save and Send Test Request’ to verify the integration.

This step ensures that once a payment is captured in Razorpay, the user details are automatically sent to EverWebinar for registration, streamlining the entire process.

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Conclusion

In this tutorial, we covered how to enroll a user in EverWebinar automatically upon successful payment using Pabbly Connect. By integrating Razorpay and EverWebinar through Pabbly Connect, you can automate the registration process, saving time and effort. This setup allows you to manage your webinars efficiently while ensuring that all payments are processed smoothly.

Learn how to seamlessly share your furniture catalogue via WhatsApp when customers fill out a form, using Pabbly Connect for automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Automate Your Workflow

To begin sharing your furniture catalogue via WhatsApp, you need to access Pabbly Connect. This platform will facilitate the integration between your form submissions and WhatsApp messaging. First, navigate to the Pabbly Connect website and sign up for a free account if you haven’t already.

Once logged in, you will be directed to the Pabbly Connect dashboard. From there, click on the ‘+’ icon to create a new workflow. Name your workflow something descriptive, such as ‘Send Furniture Catalogue to Customers on WhatsApp’. This will help you identify the automation later.

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2. Setting Up the Trigger for New Form Submissions

The next step involves setting up a trigger in Pabbly Connect to capture new form submissions. Select the application from which you want to collect data; in this case, it will be a form application like Google Forms or any other form builder you prefer. Choose the trigger event as ‘New Form Submission’.

• Choose the form you want to connect to Pabbly Connect.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your form builder and paste the webhook URL into the integration settings.

After completing these steps, whenever a customer submits the form, Pabbly Connect will capture their details, which will be used to send the furniture catalogue via WhatsApp.

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3. Configuring the Action Step to Send Messages via WhatsApp

Now that the trigger is set, the next step is to configure the action that will send the message via WhatsApp. In Pabbly Connect, select the application for WhatsApp messaging, such as 360dialog. Choose the action event as ‘Send Template Message’.

Here, you will need to provide your API key and domain name from your WhatsApp service provider. This is crucial for establishing a secure connection. Make sure to follow the instructions provided by Pabbly Connect to enter these details correctly.

• Enter the API key generated from your WhatsApp account.
• Specify the domain name associated with your WhatsApp service.
• Select the template message you created for sending catalogues.

Once these configurations are complete, Pabbly Connect will automatically send the furniture catalogue link to the customer’s WhatsApp upon form submission.

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4. Testing the Integration for Successful Message Delivery

After setting up your workflow in Pabbly Connect, it’s essential to test the integration to ensure everything is functioning as expected. Fill out your form with test customer details and submit it. Check if the message is sent successfully to the specified WhatsApp number.

Monitor the Pabbly Connect dashboard for any errors or issues. If the message is successfully delivered, you will see the details captured in the workflow history. This confirms that the integration is working correctly.

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5. Conclusion

Using Pabbly Connect to automate the sharing of your furniture catalogue via WhatsApp is an efficient way to enhance customer engagement. By following the steps outlined in this tutorial, you can streamline your workflow, ensuring that every customer receives timely information about your products. With this integration, your business can operate more smoothly and effectively.

In conclusion, Pabbly Connect simplifies the process of sharing your furniture catalogue on WhatsApp whenever a customer makes an enquiry through a form. Implement this automation today for better customer service.

Learn how to automate the creation of employee recognition certificates and send them via WhatsApp using Pabbly Connect, Google Sheets, and Google Slides. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Automating Certificate Creation

Pabbly Connect is an essential automation tool that simplifies the process of creating certificates of recognition for employees. In this tutorial, we will explore how to integrate various applications using Pabbly Connect to automate the entire workflow. using Pabbly Connect

By using Pabbly Connect, you can seamlessly connect Google Sheets, Google Slides, and WhatsApp. This integration allows you to collect employee data, create personalized certificates, and send them directly via WhatsApp, all without manual intervention.

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2. Setting Up Google Sheets with Pabbly Connect

The first step in our process is to set up Google Sheets with Pabbly Connect. Begin by logging into your Pabbly Connect account and creating a new workflow. This workflow will automate the process of capturing employee data from Google Sheets. using Pabbly Connect

To connect Google Sheets with Pabbly Connect, follow these steps:

• Open your Google Sheets and create a new spreadsheet with employee details.
• In Pabbly Connect, create a new workflow and select Google Sheets as your trigger app.
• Set the trigger event to ‘New Spreadsheet Row’ to capture data entries automatically.

Once the connection is established, any new entry in your Google Sheets will trigger the workflow in Pabbly Connect, allowing for seamless data integration.

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3. Creating Certificates with Google Slides and Pabbly Connect

After setting up Google Sheets, the next step is to create the certificates using Google Slides. Pabbly Connect allows you to automate this process by using a template in Google Slides. using Pabbly Connect

To create certificates, follow these steps:

• Select Google Slides in Pabbly Connect as your action app.
• Choose the action event ‘Create Presentation from Template’.
• Map the employee details from Google Sheets to the certificate template fields in Google Slides.

By doing this, Pabbly Connect will automatically generate a personalized certificate for each employee based on the data entered in Google Sheets.

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4. Saving Certificates to Google Drive and Creating Shareable Links

Once the certificates are created, they need to be saved to Google Drive. Pabbly Connect facilitates this by allowing you to specify the location where certificates will be stored. using Pabbly Connect

To save certificates and create shareable links:

Choose Google Drive as your next action app in Pabbly Connect. Select the action event ‘Share a File with Anyone’ to create a shareable link for the certificate. Map the file ID of the certificate generated in the previous step.

This process ensures that each employee receives a unique link to their certificate, which can be easily shared via WhatsApp.

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5. Sending Certificates via WhatsApp Using Pabbly Connect

The final step in our automation process is sending the certificates via WhatsApp. Pabbly Connect integrates with WhatsApp through the 360 Dialog API, allowing you to send messages directly to employees. using Pabbly Connect

To send messages with certificates:

Choose 360 Dialog as your action app in Pabbly Connect. Select the action event ‘Send Template Message’ to customize the message sent to each employee. Map the mobile number and the PDF link of the certificate in the message body.

This integration allows for the automatic sending of personalized messages along with the certificate link to each employee’s WhatsApp, streamlining the recognition process.

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Conclusion

In conclusion, using Pabbly Connect, you can efficiently automate the creation and distribution of employee recognition certificates. By integrating Google Sheets, Google Slides, and WhatsApp, this process not only saves time but also enhances employee appreciation. With just a few clicks, you can implement this powerful workflow in your organization.

Learn how to automate sharing medical brochures through WhatsApp using Pabbly Connect, integrating Google Forms and other platforms seamlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Medical Marketing Automation

In this section, we will introduce Pabbly Connect as the essential tool for automating the sharing of medical brochures via WhatsApp. With Pabbly Connect, healthcare providers can streamline their communication and marketing strategies effectively.

By utilizing Pabbly Connect, hospitals can ensure that patients receive timely information. This not only enhances patient engagement but also promotes the hospital’s services efficiently through WhatsApp.

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2. Setting Up Google Forms with Pabbly Connect

The first step in this process is to create a Google Form that collects patient information. This form will be the foundation for our automation using Pabbly Connect. Ensure you include fields for the patient’s name, WhatsApp number, and any specific medical brochure they are interested in.

• Create a new Google Form and title it appropriately.
• Add fields for patient details such as name and WhatsApp number.
• Include a dropdown or checkbox for selecting medical brochures.

Once your form is ready, connect it to Pabbly Connect to automate the workflow. This integration will allow you to send messages directly to patients’ WhatsApp numbers.

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3. Connecting Google Forms to WhatsApp via Pabbly Connect

After setting up the Google Form, the next step is to integrate it with WhatsApp using Pabbly Connect. This integration will facilitate sending personalized messages to patients automatically.

To do this, follow these steps within Pabbly Connect:

• Log in to your Pabbly Connect account.
• Create a new workflow and select Google Forms as the trigger app.
• Choose the specific form you created earlier.

Once your trigger is set, select WhatsApp as the action app in Pabbly Connect. This setup allows you to send messages containing the medical brochures directly to the patients.

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4. Sending Medical Brochures through WhatsApp

With the integration complete, you can now configure the message to be sent via WhatsApp. This message will include the patient’s name and a link to the medical brochure they selected.

In Pabbly Connect, set up the message template as follows:

Use dynamic fields to personalize the message with the patient’s name. Include a link to the specific medical brochure based on their selection. Test the message to ensure it formats correctly.

After setting up the message, activate the workflow in Pabbly Connect. This will ensure that every time a patient submits the form, they receive their medical brochure automatically on WhatsApp.

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5. Conclusion and Benefits of Using Pabbly Connect

In conclusion, utilizing Pabbly Connect to share medical brochures via WhatsApp offers numerous advantages for hospitals. It automates communication, enhances patient engagement, and streamlines marketing efforts.

By integrating Google Forms and WhatsApp through Pabbly Connect, healthcare providers can ensure that patients receive timely and relevant information, thereby improving the overall patient experience.

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Learn how to send certificates of your online cyber security course to students on WhatsApp using Pabbly Connect in this detailed 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

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1. Accessing Pabbly Connect to Set Up Your Integration

To send certificates of your online cyber security course via WhatsApp, start by accessing Pabbly Connect. This platform is crucial for integrating various applications seamlessly.

Once you log in to your Pabbly Connect account, you will be able to create a new workflow. This process involves selecting the applications you want to integrate, which in this case includes Google Forms for collecting student data and WhatsApp for sending messages.

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2. Creating a Google Form for Student Data Collection

First, you need to create a Google Form to collect essential information from your students. This form will capture details such as the student’s name, email, and WhatsApp number, which are necessary for sending the certificates.

• Open Google Forms and create a new form.
• Add fields for student name, email, and WhatsApp number.
• Ensure that the form is set to collect email addresses automatically.

After creating the form, you should test it to ensure that it works correctly. This will help you verify that all necessary information is being captured before integrating it with Pabbly Connect.

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3. Setting Up Pabbly Connect for Automation

Next, you will set up the automation in Pabbly Connect. Start by creating a new workflow that connects Google Forms to WhatsApp. This workflow will automate the process of sending certificates once a student submits their details.

In your workflow, select Google Forms as the trigger application. Choose the trigger event as ‘New Response in Spreadsheet’. This will activate the workflow whenever a new form submission occurs. Then, connect your Google account and select the specific form you created earlier.

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4. Sending Certificates via WhatsApp

After setting up the trigger, it’s time to configure the action step in Pabbly Connect. Choose WhatsApp as the action application and select the action event as ‘Send Message’. This step is crucial for delivering the certificate to the students.

• Connect your WhatsApp account using the API key from your WhatsApp service provider.
• Compose your message, including the student’s name and a link to download their certificate.
• Map the WhatsApp number field from Google Forms to ensure the message is sent to the correct recipient.

Once everything is set up, save your workflow. This automation will now send a WhatsApp message with the certificate link whenever a student submits their form.

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5. Testing and Launching Your Integration

Before launching your integration, it’s important to test the entire workflow. Submit a test response through your Google Form to ensure that the certificate is sent correctly via WhatsApp.

If the test is successful, you can launch your integration. Ensure that all students are aware of the process and how they will receive their certificates. This will help in managing expectations and improving the overall experience.

With Pabbly Connect, you have successfully automated the process of sending certificates for your online cyber security course directly to students via WhatsApp.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send certificates of your online cyber security course directly to students on WhatsApp. This integration streamlines the process, ensuring a smooth experience for both instructors and students.

Learn how to create fitness training course certificates and send them automatically to trainees on WhatsApp using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To create fitness training course certificates and send them automatically via WhatsApp, first access Pabbly Connect. This platform is essential for integrating various applications seamlessly. Begin by signing into your Pabbly Connect account or creating a new account if you haven’t already.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on ‘Create Workflow’ and name it appropriately, such as ‘Fitness Training Certificate Automation’. This workflow will facilitate the entire process of sending certificates automatically to trainees.

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2. Collecting Data from Google Forms

The next step involves collecting data from trainees using Google Forms. This is where trainees will submit their information to receive their certificates. In Pabbly Connect, set Google Forms as the trigger application.

• Select ‘Google Forms’ as the trigger app.
• Choose the trigger event as ‘New Response in Spreadsheet’.
• Connect your Google account and select the appropriate form.

After setting this up, every time a trainee submits their information, Pabbly Connect will capture the data automatically. This data will include their name, email, and mobile number, which are essential for sending the certificates.

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3. Creating Certificates Using Google Slides

Now that you have collected the necessary data, the next step is to create the certificates using Google Slides. In Pabbly Connect, add Google Slides as the next application in your workflow. This will allow you to generate a certificate template.

• Choose ‘Google Slides’ as the action app.
• Select the action event as ‘Create Presentation from Template’.
• Map the fields from Google Forms, such as trainee’s name, to the corresponding placeholders in the certificate template.

This step ensures that each trainee receives a personalized certificate. The automated creation of certificates is facilitated entirely through Pabbly Connect, making the process efficient and user-friendly.

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4. Sending Certificates via WhatsApp

After generating the certificates, the next crucial step is to send them via WhatsApp. For this, you will use the WhatsApp integration in Pabbly Connect. This integration allows you to send messages directly to trainees.

Select ‘WhatsApp’ as the action app. Choose ‘Send Message’ as the action event. Connect your WhatsApp account and map the recipient’s mobile number from the previous step.

In the message body, include a congratulatory note along with a link to download their certificate. This integration ensures that trainees receive their certificates instantly after completion of the course, enhancing their experience.

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5. Finalizing Your Automation

Finally, review your entire workflow in Pabbly Connect to ensure everything is set up correctly. Test the workflow by submitting a sample response through the Google Form. This will help verify that the certificate is generated and sent via WhatsApp as intended.

Once confirmed, activate your workflow. From now on, every time a trainee completes the form, they will automatically receive their fitness training course certificate via WhatsApp. This automation not only saves time but also enhances the overall efficiency of the certification process.

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Conclusion

In this tutorial, we explored how to create fitness training course certificates and send them automatically using Pabbly Connect. By integrating Google Forms, Google Slides, and WhatsApp, you can streamline the certification process efficiently.

Learn how to create and send online foreign language course certificates to students on WhatsApp using Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Certificate Creation

To create and send online foreign language course certificates to students on WhatsApp, the first step is to set up Pabbly Connect. Access Pabbly Connect by creating an account or logging into your existing account. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button.

After clicking on ‘Create Workflow’, give your workflow a name that reflects its purpose, such as ‘Certificate Delivery Workflow’. This will help you identify it later. Pabbly Connect will serve as the automation platform that integrates various applications required for this process.

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2. Integrating Google Forms with Pabbly Connect

Next, you need to integrate Google Forms with Pabbly Connect. Start by selecting Google Forms as your trigger application. Choose the trigger event as ‘New Response in Spreadsheet’. This event will trigger the workflow every time a student submits their details through the Google Form.

• Select the Google account linked to your Google Forms.
• Authorize Pabbly Connect to access your Google Forms data.
• Choose the specific Google Form that collects student information.

Once set up, Pabbly Connect will automatically fetch new responses from the Google Form, allowing you to proceed with the next steps in sending the certificates.

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3. Connecting Google Sheets and Certificate Generation

The next step involves connecting Google Sheets where the form responses are stored with Pabbly Connect. Select Google Sheets as the next action application. Choose the action event as ‘Create Spreadsheet Row’. This enables Pabbly Connect to add each new response as a row in your designated Google Sheet.

In this step, you will need to map the fields from Google Forms to the corresponding columns in Google Sheets. This ensures that all submitted student data is accurately recorded. Once this integration is complete, every new submission will automatically create a new entry in your Google Sheet.

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4. Sending Certificates via WhatsApp Using Pabbly Connect

Now that you have set up Google Forms and Google Sheets, it’s time to send the certificates via WhatsApp using Pabbly Connect. For this, select WhatsApp Web as the action application. Choose the action event as ‘Send Message’. This step will allow you to send personalized messages to students directly on WhatsApp.

• Authorize Pabbly Connect to send messages on your WhatsApp account.
• Map the WhatsApp number field from Google Sheets to send the message to the correct student.
• Customize the message to include the student’s name and a link to their certificate.

With this setup, every time a new response is recorded in Google Sheets, Pabbly Connect will automatically send a WhatsApp message to the student, informing them that their certificate is ready.

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5. Finalizing and Testing Your Workflow in Pabbly Connect

After completing the integrations, it is crucial to finalize your workflow in Pabbly Connect. Review all connections and ensure that the data mappings are correct. You can also test the workflow by submitting a test response through the Google Form.

Once you submit the test response, check your Google Sheets to confirm that the data is recorded correctly. Then, verify that the WhatsApp message is sent successfully. This testing phase ensures that your workflow functions seamlessly and that students receive their certificates without any issues.

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Conclusion

In conclusion, using Pabbly Connect allows you to efficiently create and send online foreign language course certificates to students via WhatsApp. By integrating Google Forms, Google Sheets, and WhatsApp, you can automate the entire process, ensuring timely delivery and enhanced student experience.