Automatically Send Project Management Training Certificates via WhatsApp Using Pabbly Connect

Learn how to automatically send project management training certificates to students on WhatsApp using Pabbly Connect in this step-by-step tutorial. 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

1. Accessing Pabbly Connect for Automation

To begin automating the sending of project management training certificates, first, access Pabbly Connect. This platform enables seamless integration between various applications, including Google Forms and WhatsApp.

After signing in, navigate to the dashboard where you can create a new workflow. Click on ‘Create Workflow’ and give it a name, such as ‘Send Certificates via WhatsApp’. This step is critical as it sets the foundation for your automation process.

2. Setting Up Google Forms for Data Collection

Next, create a Google Form to collect the necessary data from students. This form will include fields such as name, email, and WhatsApp number. Using Pabbly Connect, you can easily link this form to your automation workflow.

• Create a new Google Form.
• Add fields for student details.
• Ensure the WhatsApp number field is included.

Once the form is ready, you can test it by submitting a sample response. This will help verify that the data is being collected accurately before connecting it with Pabbly Connect.

3. Configuring the Workflow in Pabbly Connect

Now, return to Pabbly Connect and configure your workflow. Select Google Forms as the trigger app and choose the event as ‘New Response in Spreadsheet’. This allows Pabbly Connect to trigger actions based on form submissions.

Connect your Google account and select the specific form you created earlier. Once connected, you will see the option to test the trigger. This is crucial for ensuring that the correct data is pulled into Pabbly Connect.

4. Sending Certificates via WhatsApp

After setting up the trigger, the next step is to send the certificate via WhatsApp. For this, select WhatsApp as the action app in Pabbly Connect. Choose the action event as ‘Send Template Message’.

• Connect your WhatsApp account to Pabbly Connect.
• Select the message template you want to use for sending certificates.
• Map the fields from Google Forms to the WhatsApp message template.

Once the mapping is complete, you can test this action to ensure that the certificate is sent correctly to the specified WhatsApp number. This step confirms that Pabbly Connect is effectively automating the process.

5. Finalizing and Testing the Workflow

Finally, after setting up the entire workflow, it’s time to finalize and run a test. Ensure that all connections are active and the data flows smoothly from Google Forms to WhatsApp via Pabbly Connect.

Submit another test response through your Google Form and check if the corresponding certificate is sent to the WhatsApp number provided. This test will validate the entire process and confirm that Pabbly Connect is functioning as intended.

Conclusion

In conclusion, using Pabbly Connect to automate sending project management training certificates via WhatsApp streamlines the entire process. By following the steps outlined, you can ensure efficient communication with your students and enhance the training experience.