Create training records, certificates, and CEU logs quickly
Create training records, certificates, and CEU logs quickly
You collect training evaluations via forms but manual entry delays CRM records and CEU tracking. The workflow captures submissions, creates a training evaluation record, and generates a certificate same day.
Overview
When training feedback piles up, program coordinators and marketing ops waste hours on manual records and certificate generation. This flow turns each submitted evaluation into a CRM record, CEU row, and fillable certificate, enabling same-day issuance and clean reporting.