Lead sourcing often involves jumping between tools, manually researching contacts, and copying data into CRMs or spreadsheets.  This quick start playbook automates the full workflow—from company list to CRM entry—while adapting to the tools you already use.

Whether you're using LinkedIn, Sales Navigator, Google Sheets, or a CRM, you can customize each step to match how you already work.

How to configure the lead sourcing by company quick start playbook

Setting up this playbook is simple. Each step is customizable to match your tools and workflow.

Step 1: Provide a list of companies

Start by selecting where your list of target companies lives. This could be a spreadsheet, LinkedIn, or a CRM export. Bardeen will use this list to begin the sourcing process. Options include:

• LinkedIn
• LinkedIn Sales Navigator
• Google Sheets
• Microsoft Excel
• Airtable

This step is key because it defines the starting point for all sourcing and enrichment actions.

Step 2: Enrich lead data

Next, Bardeen gathers more information about each company. You can choose multiple data sources to get a full picture. Options include:

• Bardeen
• Apollo.io
• LinkedIn
• Crunchbase
• Pricing pages
• Job counts
• Blog posts
• Customer testimonials
• Company news and web info

Enrichment ensures you’re working with accurate, up-to-date data before moving forward.

Step 3: Qualify companies using AI (Optional)

You can choose to have Bardeen qualify companies using AI. This step allows you to set specific rules, such as revenue range, industry, or hiring trends. Bardeen will then score each company based on your criteria.

This optional step helps you focus only on companies that match your ideal customer profile.

Step 4: Find relevant leads at qualified companies

Once companies are enriched and qualified, Bardeen searches for the right contacts. You can define the type of roles you want to target, such as decision-makers or technical buyers. Options include:

• Bardeen
• LinkedIn Sales Navigator
• Web + LinkedIn

This step connects company-level insights with the people who matter most for your outreach.

Step 5: Rank leads according to your criteria

After finding contacts, Bardeen ranks them based on your preferences. You can prioritize by seniority, department, or other attributes. This helps you focus on high-value leads first.

Ranking ensures your outreach starts with the most promising contacts, improving conversion rates.

Step 6: Add leads to the outreach funnel

Now that your leads are ranked, Bardeen adds them to your outreach tool. You can choose from a wide range of platforms depending on your workflow. Options include:

• LinkedIn
• HubSpot
• GoHighLevel
• Zoho
• Lemlist
• Outreach
• Salesloft
• Smartlead
• Apollo
• Gmail
• Microsoft Outlook

This step connects sourcing with execution, enabling fast and targeted outreach.

Step 7: Store leads into a CRM or spreadsheet

Bardeen stores all leads in your CRM or a spreadsheet to keep your data organized. You can choose from:

• HubSpot
• Salesforce
• Pipedrive
• Affinity
• GoHighLevel
• Zoho
• Google Sheets
• Microsoft Excel
• Notion
• Airtable

This step ensures your pipeline stays clean and ready for follow-up.

Step 8: Setup & test each action

Finally, test each step to make sure everything works as expected. Bardeen will prompt you to connect your tools and fill in any missing details. This includes setting up field mappings, message templates, and filters.

Testing guarantees that your playbook runs smoothly and delivers the results you expect.

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How to automate lead sourcing by company with Bardeen’s quick start playbook?

Manual lead sourcing can take hours—especially when it includes research, enrichment, and data entry. Automating this process with Bardeen can save teams several hours per week while improving lead quality and consistency.

Benefits of automating lead sourcing by company

Automating lead sourcing helps you focus on closing deals instead of chasing data. Here’s how this playbook improves results:

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Ways to automate lead sourcing by company

This playbook covers the full lead sourcing to outreach process. Here are a few key parts you can automate:

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