Add published certificate links to CRM account records
Add published certificate links to CRM account records
Your published membership certificates aren't logged in CRM, leaving members unverified. It updates account records with certificate links so marketing ops can verify members same day.
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Overview
When certificate pages publish, your CRM should immediately reflect issued credentials so outreach targets verified members. This flow links published certificate pages to the correct account and clears onboarding notes, enabling marketing ops to verify members and run targeted campaigns the same day.