LinkedIn Lead Capture & Enrichment Automation
Course Details
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This hands-on training teaches you how to automate the process of capturing leads from LinkedIn and sending them directly into your CRM or spreadsheet. You will learn the essential principles of automation, build a working lead capture workflow, integrate it with real tools, and deploy it safely with human-in-the-loop controls. By the end of the session, you will have a functional automation that simplifies your daily lead management tasks.
- Automate the Grunt Work: Remove the repetitive, time-consuming part of your sales workflow.
- Zero Copy-Pasting: Capture LinkedIn lead data instantly without manual data entry.
- Smart Enrichment: Send enriched leads directly to your CRM, email, or spreadsheets.
- Universal Skills: Learn automation principles you can reuse for future sales workflows.
- Immediate ROI: Deploy a working lead capture automation you can start using the same day.
- Beginner Friendly: Gain confidence building automations even if you’ve never automated anything before.
Module 1: The Strategy of Automation (~20 min)
- Principles over Tools: Understanding the universal Trigger → Logic → Action framework that applies to Make, Zapier, Bardeen, or custom code.
- The "Human-in-the-Loop" Standard: Why fully autonomous bots fail and how to design "checkpoints" where humans verify AI output.
- Ethical Data Sourcing: Understanding LinkedIn’s boundaries and how to extract data without risking your account.
Module 2: Instructor-Led Demonstration [Watch Phase] (~50 min)
In this module, the trainer builds the full workflow live, explaining the "Why" behind every click.
- The Blueprint: Mapping the journey from a LinkedIn profile to a CRM entry.
- The Build: Connecting the data source to an AI model for enrichment (e.g., turning a job description into a personalized sales hook).
- The Integration: Mapping the enriched data to a destination (Google Sheets/CRM) while ensuring data hygiene.
- The Deployment: Setting up "Fail-Safe" measures and validation steps to prevent bad data from polluting your system.
Module 3: The Hands-On Guided Build [Build Phase] (~60 min)
Now it is your turn. We stop the theory and start the practice.
- Step-by-Step Execution: You will open your own automation tool and replicate the workflow.
- The "One-Click" Trigger: You will set up your own browser trigger or webhook.
- AI Enrichment: You will write and test your own AI prompt to process the lead data.
- Verification: You will implement a Human-in-the-Loop filter to approve the lead before it saves.
- Live Testing: You will run the automation on a mock profile and see the data appear in your spreadsheet instantly.
Module 4: Troubleshooting & Optimization [Review Phase] (~30 min)
- The "Fix-It" Session: We identify and resolve the specific errors encountered during your build.
- Handling Edge Cases: What happens when a profile has no email? Or the name is in all caps? We fix these common bugs together.
- Scaling Up: Best practices for moving from processing 1 lead to processing 100 leads without breaking the system.
Module 5: Wrap-Up & Next Steps (~20 min)
- Recap of key automation logic.
- Final Q&A.
Who should attend ?
- Sales Executives & SDRs
- Business Development Representatives
- Founders & Solo Entrepreneurs
- Marketing teams running outbound campaigns
- Anyone who captures LinkedIn leads manually
- Professionals wanting to learn real applied automation
Post training resource
- Perpetual access to class recording
- Training slide deck (PDF)
- Certificate of Completion
- LinkedIn Achievement Badge
- Lead Capture Automation Build Template (PDF)
- Input → Enrichment → Output Workflow Blueprint
- AI Prompt Framework for Lead Enrichment
- CRM Field-Mapping Checklist
Participant Requirement
To ensure you can follow the live build step-by-step and leave with a functional automation, please ensure you have the following ready before the session begins:
- Laptop or Desktop Mandatory: Building workflows is not possible on mobile devices.
- Automation Tool: Access to an automation platform (make.com, n8n, zapier, bardeen; free tier works).
- AI Access: Access to any AI model account (ChatGPT, Claude, or Gemini; free tier works).
- Browser: Updated Chrome, Safari, or Edge browser.
- Zoom Client: Installed and tested.
- Optional: Access to Google Sheets or a free HubSpot account for integrating the final output.
The UpskAill Training Standard
Our sessions use a No-Code, principles-first applied automation approach:
- The "Watch | Build | Review" Methodology: We don't just lecture. You watch the logic, build it yourself, and review it with experts.
- No-Code First: We focus exclusively on visual, drag-and-drop platforms. You will build sophisticated tools without writing a single line of code (Python/JS).
- Principles Over Tools: We teach automation logic (Triggers, Routers, Iterators) that works on any platform, not just the one used in the demo.
- Human-in-the-Loop: We reject "set it and forget it." All our workflows include safety checkpoints where humans verify AI output.
- Deployment Focused: You leave with a working system, not just theory.
At UpskAill, we believe the best teachers are active builders. This session will be led by a Senior Instructor from our certified expert pool—a practicing automation consultant who designs and deploys workflows for businesses daily.
Unlike traditional academic trainers, every UpskAill instructor is rigorously vetted for both technical mastery and operational experience. They are specialists in the specific module being taught, ensuring they can answer real-world implementation questions, not just recite theory. All our Senior Instructors are certified in the UpskAill 'Watch | Build | Review' methodology and hold advanced proficiency in:
- Generative AI: ChatGPT (OpenAI), Claude (Anthropic), Gemini (Google).
- Automation Orchestration: Make.com, Zapier, n8n.
- Business Systems: CRM integrations, API webhooks, and data security protocols.
Instructor Assignment: To ensure the highest relevance for each workshop, we assign specific instructors based on the industry mix of the registered cohort. You will receive your lead trainer’s full profile and direct credentials in your pre-flight welcome packet.
At UpskAill, we respect your schedule. We know that when you book a training session, you block out valuable professional time for it. That is why we operate with a 'Zero Cancellations' policy regarding instructor availability.
This profile represents our guaranteed backup protocol. For every scheduled live session, a fully qualified Senior Instructor is placed on 'Hot Standby', briefed on the specific cohort and ready to step in at a moment's notice.
In the rare event that your primary Lead Instructor faces a technical outage or personal emergency, this designated alternate takes over seamlessly. All Reserve Instructors hold the exact same Senior-Level Certifications and industry experience as our Lead Trainers, ensuring that the quality of your learning experience remains consistent, no matter what.
No. Every UpskAill session is a Live, Instructor-Led Workshop. You are not paying for videos you could watch on YouTube; you are paying for an expert to guide you through a build in real-time. We do not believe in passive learning, you will be "hands-on-keyboard" for the majority of the session.
Absolutely not. Our curriculum is "No-Code First." We focus exclusively on visual, drag-and-drop automation platforms. If you can draw a flowchart, you can build these workflows. We teach the underlying logic: Triggers, Routers, and Iterators; so you can apply these skills to any tool in your tech stack.
That is exactly why we cap cohorts at 15 seats. Our small class sizes ensure the instructor can pause to help delegates who hit a roadblock. We also follow the Watch | Build | Review methodology, meaning we verify your workflow functions before the session ends.
Because every workshop focuses on a different business function, the tech stack varies. Please refer to the detailed "Requirements" section listed on each specific workshop page (and inside the downloadable syllabus) for the exact list. Universal Requirement: You will always need a Laptop or Desktop computer (building workflows is not possible on mobile devices or tablets). Cost Note: We design our curriculum to be accessible. In the vast majority of cases, the Free Tiers of the required tools are sufficient for the live session.
We offer a flexible "48-Hour Cooling Off" period. Within 48 hours of booking: If you change your mind within 2 days of purchasing your seat, we will provide a full, no-questions-asked refund. After 48 hours: To respect our instructors' time, we do not offer cash refunds. However, your investment is safe. You can convert your ticket into a Lifetime Training Credit, allowing you to transfer your seat to a future date or gift it to a colleague at no extra cost.
Life happens. If you miss your scheduled workshop, you do not lose your money. You will automatically be issued a credit to re-book the same course (or a different one of equal value) in a future cohort.
Standard Deadline: Bookings generally close 7 days prior to the session date to finalize logistics. Late Entry: If a cohort is confirmed and has remaining seats, we may keep bookings open until 24 hours before the start time. We recommend booking early to secure your spot.
Yes. To ensure a high-energy, collaborative learning environment, we require a minimum of 6 delegates for a cohort to proceed. We confirm the session status 7 days in advance.
No. We operate a "Zero Cancellations" policy regarding our staff. We maintain Reserve Instructors on hot standby for every session. If a lead instructor falls ill or has an emergency, a fully briefed backup steps in immediately. Note: The only reason we would reschedule a session is if the minimum class size (6) is not met. in that case, your seat is automatically prioritized for the next date.
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