Learn how to automate certificate creation and email sending from Google Forms submissions using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Google Forms Integration

To start automating the process of creating certificates from Google Forms submissions, first access Pabbly Connect. Open your browser and search for ‘Pabbly Connect’, then navigate to the official website. If you don’t have an account, you can sign up for free in just a few minutes.

Once logged in, click on ‘Create Workflow’ to set up your automation. Name your workflow something descriptive, like ‘Google Forms to Gmail Certificate Automation’. This naming helps in identifying the workflow later. Now, you are ready to set up the trigger for the automation.


2. Setting Up the Trigger with Google Forms

In the Pabbly Connect dashboard, the first step is to set up the trigger. Choose ‘Google Forms’ as the application and select the trigger event as ‘New Response Received’. This event will initiate the workflow whenever a new form submission occurs.

  • Select ‘Google Forms’ from the app list.
  • Choose ‘New Response Received’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Form, click on the responses tab, and then create a new Google Sheets spreadsheet to store the responses. This spreadsheet will be used later to check if the user already exists in your database.


3. Checking User Existence in Google Sheets

After setting up the Google Forms trigger, the next step involves checking if the user who submitted the form already exists in your database. For this, select ‘Google Sheets’ in Pabbly Connect and choose the action event ‘Lookup Spreadsheet Row’.

This step is crucial as it determines whether to send a new certificate or remind the user that they have already received one. Map the email address from the form submission to the lookup column in your Google Sheets to verify the user’s existence.

  • Select ‘Google Sheets’ as the application.
  • Choose ‘Lookup Spreadsheet Row’ as the action event.
  • Map the email address from the Google Form response.

Once the user data is checked, you can set up routing based on whether the user exists or not, allowing for different actions to be taken depending on the results.


4. Creating Certificates Using Google Slides

If the user does not exist in your database, the next step is to create a certificate using Google Slides. In Pabbly Connect, select ‘Google Slides’ and choose the action event ‘Create Presentation from Template’. This will allow you to generate a new certificate based on a predefined template.

Make sure to select the appropriate template from your Google Slides. You can use dynamic fields to personalize the certificate with the user’s name and submission date. Once the certificate is generated, it will be saved in your Google Drive.

Select ‘Google Slides’ as the application. Choose ‘Create Presentation from Template’ as the action event. Map the user’s first name and email address for the certificate title.

This step ensures that each certificate is uniquely created for every new user who submits the form, enhancing their experience and providing them with personalized recognition.


5. Sending Certificates via Gmail

After generating the certificate, the final step is to send it to the user via Gmail. In Pabbly Connect, select ‘Gmail’ as the application and choose the action event ‘Send Email’. Map the recipient’s email address and include the certificate as an attachment.

This process ensures that users receive their certificates promptly after submission. You can customize the email content to make it more engaging and informative, reminding users of the training they completed.

Select ‘Gmail’ as the application. Choose ‘Send Email’ as the action event. Map the PDF link of the certificate in the email attachment field.

With this setup, every time a new form is submitted, users will either receive a reminder email or a new certificate, thereby streamlining the entire process of certificate distribution.


Conclusion

By utilizing Pabbly Connect, you can efficiently automate the process of creating and sending certificates based on Google Forms submissions. This integration not only saves time but also enhances user experience by providing personalized certificates promptly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Through this tutorial, we have demonstrated how to seamlessly connect Google Forms, Google Sheets, Google Slides, and Gmail using Pabbly Connect. Implementing these steps will ensure a smooth workflow for certificate distribution.