Update license records and link them to learner contacts
Update license records and link them to learner contacts
Your license records sometimes lack a matching learner contact, causing unclear enrollment ownership. Automatically linking or creating contacts keeps records accurate and notifies program staff same day.
Overview
Mismatch between license IDs and learner contacts creates manual work and blind spots for program coordinators. This flow finds or creates the learner contact and updates the CRM license record automatically, giving operations accurate enrollment context and same-day notifications when manual review is needed.