Create Personalized Certificates Using Pabbly Connect: A Step-by-Step Guide

Learn to create personalized certificates from Google Sheets to Google Slides using Pabbly Connect with this detailed tutorial. Discover how to automate the process and send via Gmail.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Google Sheets and Google Slides

To create personalized certificates using Pabbly Connect, start by accessing the Pabbly Connect dashboard. This platform allows seamless integration between Google Sheets and Google Slides, enabling you to automate the certificate creation process.

Once you are logged into Pabbly Connect, click on the ‘Create Workflow’ button. This will allow you to set up the integration needed for this process. Select Google Sheets as your trigger application and choose the ‘New Spreadsheet Row’ option to begin the automation.

Connecting Google Sheets with Pabbly Connect

In this section, you will connect your Google Sheets account with Pabbly Connect. After selecting Google Sheets as your trigger application, you will need to authenticate your Google account. This step is crucial as it allows Pabbly Connect to access your spreadsheet data.

After authentication, choose the specific spreadsheet that contains the student details. Ensure that your spreadsheet has the necessary columns such as Name, Roll Number, and Email. This setup is essential for the certificate generation process.

• Select the Google Sheets account to connect.
• Choose the spreadsheet and worksheet with student details.
• Map the required fields for certificate generation.

Once you have configured your Google Sheets settings in Pabbly Connect, you can proceed to the next step of integrating Google Slides for certificate creation.

Creating Certificates in Google Slides Using Pabbly Connect

Next, you will set up Google Slides as the action application in Pabbly Connect. Choose the ‘Create Presentation from Template’ option to generate certificates based on a pre-designed template. This feature allows you to create personalized certificates automatically.

After selecting Google Slides, authenticate your account again. Then, select the specific template you have prepared for the certificates. Make sure to map the fields from your Google Sheets to the corresponding fields in the Google Slides template.

• Select the Google Slides account for integration.
• Choose the template for the certificates.
• Map fields such as Name and Roll Number to the template.

By completing this setup, Pabbly Connect will generate personalized certificates automatically whenever a new entry is added to your Google Sheets.

Sending Certificates via Gmail Using Pabbly Connect

After creating the certificates in Google Slides, the next step is to send them via Gmail. In this step, you will add Gmail as another action application in Pabbly Connect. Select the ‘Send Email’ option to configure how the certificates will be sent to the respective email addresses.

Authenticate your Gmail account within Pabbly Connect. In the email setup, you can customize the subject and body of the email. Make sure to include the link to the generated certificate from Google Slides. This ensures that each student receives their personalized certificate directly in their inbox.

Select the Gmail account for sending emails. Customize the email subject and body. Insert the link to the Google Slides certificate.

Once configured, Pabbly Connect will automatically send the certificates to the students’ email addresses as soon as they are created.

Testing and Activating the Workflow

Finally, it is essential to test the entire workflow you have set up in Pabbly Connect. This ensures that all integrations work seamlessly. Start by adding a new row in your Google Sheets with student details and monitor if the certificate is created in Google Slides and sent via Gmail.

Once the test is successful, activate the workflow. This will allow Pabbly Connect to run automatically in the background, creating and sending certificates without any manual intervention. You can now focus on other tasks while Pabbly Connect handles the certificate generation process.

By following these steps, you have successfully automated the creation and sending of personalized certificates using Pabbly Connect with Google Sheets and Google Slides.

Conclusion

This tutorial has shown how to use Pabbly Connect to automate the process of creating personalized certificates from Google Sheets to Google Slides and sending them via Gmail. With this integration, you can save time and ensure every student receives their certificate efficiently.