Approved lead sources
Work with authorised exports and supported lead-form integrations, subject to account and API access.
LinkedIn Lead Workflow
Turn professional connections into a clear process.
Organise authorised lead data, prepare outreach drafts, and keep your CRM and follow-up tasks aligned with your team.
Built for B2B founders, consultants, and business development teams.
WORKFLOW BLUEPRINT/08
01Capture authorised leads
02Prepare the next step
03Assign and track
Human review where it matters.
Illustrative flow · configured around your business
CONNECT YOUR TOOLSLinkedIn Lead Gen FormsHubSpotGoogle Sheetsn8n
Final integrations depend on account access and supported APIs.
WHAT IT DOESUseful by design.
Useful by design.
Connected by Zentra.
Human-reviewed outreach
Prepare relevant drafts and research notes for your team to review and send.
CRM continuity
Deduplicate records, assign owners, and create follow-up tasks without losing the original context.
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 submits a LinkedIn lead form for your service.”THE WORKFLOW
Receive the authorised lead → match an existing contact → prepare a follow-up draft → assign a sales task.
Measure what matters
Track lead quality, follow-up completion, and booked conversations.
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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