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Create qualification certificates and add recipients to CRM

Create qualification certificates and add recipients to CRM

Submissions arrive without certificates, causing manual work and delays for coordinators. Create and attach a PDF certificate to the recipient record so credentials are ready same day.

Create qualification certificates and add recipients to CRM

Overview

Eliminate manual certificate production and keep recipient records current. This flow generates a branded certificate PDF from each submission and stores both the slide and PDF links on the contact record, enabling coordinators to deliver credentials same day.

Create qualification certificates and add recipients to CRM