Send Certificates of Your Online Real Estate Courses to Students on Their WhatsApp Automatically Using Pabbly Connect

Learn how to automate sending certificates of online real estate courses to students via WhatsApp using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automating Certificate Delivery

Pabbly Connect is an essential tool for automating the process of sending certificates for online real estate courses to students via WhatsApp. This integration streamlines the workflow, ensuring that every student receives their certificate promptly after course completion.

To get started, log in to your Pabbly Connect account and navigate to the dashboard. Here, you can create a new workflow that connects various applications like Google Forms and WhatsApp Web, facilitating seamless communication and data transfer.

2. Setting Up Google Forms for Student Data Collection

The first step in this automation process is to set up a Google Form to collect student details, including their names, email addresses, and WhatsApp numbers. This form acts as the trigger for your Pabbly Connect workflow.

• Create a new Google Form titled ‘Real Estate Course Registration’.
• Add fields for Full Name, Email Address, and WhatsApp Number.
• Ensure the WhatsApp Number field is formatted correctly for international dialing.

Once your form is set up, share it with your students to collect their responses. This data will be essential for generating and sending their certificates through Pabbly Connect.

3. Integrating Google Sheets with Pabbly Connect

After collecting responses through Google Forms, the next step is to link those responses to Google Sheets. This integration allows Pabbly Connect to access the student data necessary for certificate generation.

Follow these steps to connect Google Sheets with Pabbly Connect:

• Open your Google Sheets and select the sheet where responses are recorded.
• In Pabbly Connect, create a new workflow and choose Google Sheets as the trigger app.
• Select the trigger event as ‘New Spreadsheet Row’.

Now, every time a new student registers via the Google Form, their details will be automatically added to the Google Sheet, which Pabbly Connect will monitor for updates.

4. Generating Certificates and Sending via WhatsApp

With student details flowing into Google Sheets, the next step is to generate certificates using a template stored in Google Drive. Pabbly Connect will facilitate this process by automatically filling in the relevant student information.

Here’s how to set it up:

Select Google Drive as the action app in Pabbly Connect. Choose the action event ‘Create Document from Template’. Select your certificate template and map the student data from Google Sheets.

After generating the certificate, the final step is to send it to the student’s WhatsApp number. In Pabbly Connect, add WhatsApp as another action step and configure it to send a message with the certificate attachment.

5. Finalizing the Workflow and Testing

To complete your automation, review the entire Pabbly Connect workflow to ensure all steps are correctly configured. Testing is crucial to confirm that everything functions as intended.

Follow these steps to finalize and test your workflow:

Click on the ‘Save’ button in your Pabbly Connect dashboard. Submit a test response in your Google Form to trigger the workflow. Check the student’s WhatsApp to ensure they received the certificate.

Once confirmed, your automation is ready to go live, allowing you to send certificates automatically to students upon course completion.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending certificates for online real estate courses to students via WhatsApp. This integration not only saves time but also enhances the student’s experience by providing instant access to their certificates.