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.
Workflow preview:
Zap details:
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.