For marketing ops: attach membership certificates to account records

Marketing ops miss certificate links when CMS posts don't reach the CRM, delaying member verification. It attaches certificate links to matching accounts so membership teams can run targeted outreach.

Overview

Missed certificate links break member verification and delay targeted campaigns. This workflow ensures published certificates attach to the correct account records and notifies membership operations, closing documentation gaps so teams can trigger outreach and verifications quickly. Teams report fewer manual checks and smoother campaign execution.

Notable Features

Attach certificate links to accounts
Notify membership team on publish
Log certificate events for auditing