Keep contacts organised
Map approved contact sources to your CRM and check for duplicates before creating records.
Email Leads Automation
Make every follow-up more thoughtful.
Connect your enquiry inbox, approved email sequences, and CRM so interested prospects receive a relevant next step.
Built for Agencies, consultants, and B2B sales teams.
WORKFLOW BLUEPRINT/06
01Capture an enquiry
02Prepare a relevant reply
03Update the CRM
Human review where it matters.
Illustrative flow · configured around your business
CONNECT YOUR TOOLSGmailHubSpotPipedriven8n
Final integrations depend on account access and supported APIs.
WHAT IT DOESUseful by design.
Useful by design.
Connected by Zentra.
Follow up with context
Prepare messages using your service information and the prospect’s enquiry, with review where needed.
Respect the conversation
Stop sequences on reply or opt-out and route interested leads to the right person.
AN EVERYDAY EXAMPLEFrom incoming
From incoming
to taken care of.
A sample scenario to explain the workflow. This preview does not place calls, send messages, or update your systems.
THE REQUEST
“A prospect asks for details about your consulting service.”THE WORKFLOW
Capture the enquiry → prepare a relevant response → create a follow-up task → record the interaction.
Measure what matters
Track replies, qualified conversations, and follow-up completion.
FROM IDEA TO EVERYDAYA clear process.
A clear process.
A useful outcome.
We build with your team, test against real scenarios, and make sure you know what happens next.
01
Find the friction
We map your current workflow, agree on one useful outcome, and define what success looks like.
02
Build the connections
We connect your tools, configure the rules, and add approvals where human judgment matters.
03
Test, launch, improve
We test typical and edge cases, hand over documentation, and agree on monitoring and support.
Built with boundaries. Scoped access, clear escalation paths, and human approval for sensitive actions are part of the project design.
SCOPE & PRICINGClear expectations.
Clear expectations.
From day one.
We quote after understanding your workflow, integrations, volume, and approval requirements.
Get a tailored quoteYour proposal covers
- Workflow design and agreed integrations
- Testing, exception handling, and handover
- Ownership, access, and documentation
- Optional monitoring and ongoing support
Running costs are separate.
Hosting, AI usage, phone minutes, messages, and software subscriptions may recur. We identify these before you commit.
BEFORE WE BEGINA few
A few
useful details.
What do you need from us?
Your current process, approved source material, integration access, and a team contact to review the workflow. We agree on exactly what is needed during discovery.
What happens when something needs a person?
Exceptions and uncertain results follow an agreed escalation path. Sensitive updates can require a human approval step before the workflow continues.
Can we start with a small pilot?
Yes. Start with one defined workflow and a sample set of scenarios. Validate the outcome before extending the automation.
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