Automate nurturing & campaign management with AI

Nurturing leads and managing campaigns often involves juggling multiple tools, tracking engagement, and following up at the right time. This quick start playbook helps automate those steps, so nothing falls through the cracks.

It’s flexible enough to work with your current tools—whether you use HubSpot, Salesforce, or Notion—and adapts to your existing workflows without needing to change how you work.

How to configure the nurturing & campaign management quick start playbook

Setting up this playbook is simple and doesn’t require any coding. Here’s how to get started:

Step 1: Choose where to pull leads from

Start by selecting the CRM or lead source you want to use. Bardeen supports:

• HubSpot
• Salesforce
• Pipedrive
• Affinity
• Zoho

This step is important because it defines which leads will be included in your nurturing workflow. Make sure your CRM is connected and up to date.

Step 2: Choose how to generate and share reports

Next, decide where you want to track and share your nurturing progress. You can choose from:

• Google Sheets
• Microsoft Excel
• Airtable
• Notion
• Slack
• Microsoft Teams
• Google Mail
• Microsoft Outlook

This step helps you keep your team informed and ensures you have a clear view of your campaign’s performance.

Step 3: Choose your outreach method (optional)

Select how you want to reach out to leads. Options include:

• Lemlist
• Outreach
• Salesloft
• Smartlead
• Apollo
• Gmail
• Microsoft Outlook

This step allows you to automate follow-ups using the tools you already use for outreach. You can personalize messages or use templates.

Step 4: Set up and test each action

Finally, connect your apps and test each part of the workflow. During this step, you’ll:

• Link your CRM and outreach tools
• Fill in any missing details (like message templates or filters)
• Run a test to make sure everything works

Testing ensures your playbook runs smoothly and catches any issues before going live.

How to automate nurturing & campaign management with Bardeen’s quick start playbook?

Automating nurturing and campaign management can save hours each week by handling lead tracking, follow-ups, and reporting automatically. With Bardeen, you can set up a playbook once and run it anytime with a single click.

Benefits of automating nurturing & campaign management

Automating this process helps you stay consistent, organized, and responsive. Here’s how it can help:

Keep leads engaged without manual effort

Following up with leads at the right time is key to moving them through the funnel. This playbook helps you identify leads that need attention and sends timely messages, so you don’t miss a chance to connect.

Centralize reporting and tracking

Instead of switching between tools to track progress, Bardeen can send updates to your preferred platform—like a spreadsheet, Notion, or Slack. This keeps your team aligned and gives you a clear view of campaign performance.

Personalize outreach at scale

Use AI to generate tailored messages for each lead, based on their behavior or stage in the funnel. This makes your outreach feel personal, even when it’s automated. 

Ways to automate nurturing & campaign management

This playbook covers several parts of the nurturing process. Here are a few examples of what you can automate:

Identify leads ready for follow-up

Automatically scan your CRM to find leads who haven’t been contacted recently or who meet certain criteria. This helps you focus on the right people at the right time. Learn more about qualifying leads.

Generate and share progress reports

Create reports that show which leads have been contacted, who responded, and what actions were taken. These can be sent to your team or added to your workspace for easy access.

Send follow-up messages

Trigger personalized emails or outreach sequences based on lead activity. Whether it’s a reminder, a check-in, or a campaign message, Bardeen can send it automatically using your preferred email or outreach tool.