Create CRM contact and certificate from webinar attendee
Create CRM contact and certificate from webinar attendee
Your webinar attendee list and CPD PDFs sit unfiled, causing scattered follow-up and compliance gaps for program coordinators. Add contacts and attach certificates so coordinators can act same day.
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Overview
When webinar attendees and their CPD certificates aren't recorded, coordinators waste time and compliance is exposed. This flow captures each attendee, generates a certificate PDF, and attaches it to the CRM record within minutes so your team can follow up same day.