Keep marketing contact certification statuses updated from project tasks

Marketing coordinators miss certification updates when subtasks aren't tracked, causing delayed follow-up and missed nurtures. So marketing and course managers trigger targeted nurture quickly.

Overview

Missed certification updates leave marketing and course managers working from incomplete records and let nurture fall through the cracks. This workflow keeps contact certification fields and tags current when subtasks complete, enabling faster, targeted nurture and reducing manual record fixes.

Notable Features

Tag contacts on subtask completion
Update certification fields in CRM
Notify course managers of changes