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Finding leads

Lead sources explained

Every way a person or company can arrive in ClientTurn, whether it becomes a lead or a prospect, and which article covers it

3 min readUpdated 27 September 2026

ClientTurn has two lists, and every source feeds one of them:

  • Leads holds people who came to you, or who you already know: they filled in a form, messaged you, are an existing customer, or were referred. A lead can enter follow-up.
  • Find Leads holds prospects: companies and people you found, or that another system sent you for review. Nobody on this list is contacted until a person approves them.

That split is deliberate. Finding someone's details is not permission to message them, so anything you went out and found waits for review.

Sources that create leads

SourceHow it arrivesArticle
Meta Lead Ads (Facebook and Instagram)Real-time webhook, with a poll every few minutes as a backstopMeta Lead Ads
Google Ads lead formsPoll every few minutes, plus an optional webhookGoogle Ads lead forms
LinkedIn Lead Gen FormsPoll every few minutesLinkedIn Lead Gen Forms
TikTok lead formsPoll every few minutesTikTok lead forms
Adding a lead by handThe Add lead wizard on LeadsAdding a lead manually
A CSV fileLeads → ImportImporting a CSV
Your own softwarePOST /api/v1/leadsLeads from the API
An AI assistantThe MCP create_lead toolLeads from MCP
HubSpot, Salesforce or Zoho CRMOptional import of new and changed CRM recordsPulling leads from your CRM

Sources that create prospects

SourceHow it arrivesArticle
Find Leads discoveryA search plan you approve, run against Companies House, company websites and other permitted providersDiscovering companies with Find Leads
Zapier, Pipedrive or any tool that can post a webhookA signed inbound endpointLeads from Zapier and webhooks
A CSV row you mark as "We found this person or company"Leads → ImportImporting a CSV
Your LinkedIn connections, or any list you ownImport your list (CSV) in a search plan's LinkedIn filters rowSales Navigator, assisted
LinkedIn company-page engagementNot offered: LinkedIn's terms forbid using member data to find prospectsLinkedIn company-page engagement

Where buying signals come from

Find Leads can also look for buying signals on the prospects it finds: a funding round, a new Head of Growth, a new office, a rebrand, a hiring push. These come only from the Companies House register, the company's own website and careers pages, your own CRM or list, and Google Places (to confirm a location). ClientTurn does not scrape LinkedIn or buy intent data. See Intent signals explained.

A prospect becomes a lead when someone chooses Promote to lead and says how the business knows them, or when they reply to outreach.

One intake path

Every lead source above goes through the same intake step. Whatever the source, ClientTurn:

  1. Step 1: Checks there is at least one usable email address or phone number.
  2. Step 2: Checks the address or number against your suppression list. A suppressed person is still recorded, so you can see the enquiry, but is never contacted.
  3. Step 3: Looks for the same person already in your workspace. The same email address, or the same phone number with no conflicting email, is treated as the same person: blank fields are filled and nothing is overwritten.
  4. Step 4: Records where the enquiry came from (form, campaign, ad, UTM parameters and click IDs where the source supplies them) as a separate "touch", so a person who enquires twice keeps both.

Screenshots

The Leads page with the Leads and Find Leads sidebar entries marked
Figure 1Leads can be followed up; prospects wait for your review in Find Leads

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