Automate target account activity tracking with AI

Target account activity tracking can be time-consuming and hard to scale. This quick start playbook helps you stay on top of key updates from your target accounts without manual effort. It’s flexible and works with the tools you already use, adapting to your existing sales workflows.

Whether you’re using a CRM, spreadsheets, or LinkedIn, this playbook can track updates, notify your team, and even trigger outreach—all in one automated flow.

How to configure the target account activity tracking quick start playbook

Setting up this playbook is simple and flexible. Each step lets you choose the tools you already use.

Step 1: Monitor accounts via LinkedIn or CRM

Start by selecting where your list of target accounts lives. This could be your CRM, a spreadsheet, or a sales engagement tool. Bardeen will use this list to track updates.

You can choose from:

• HubSpot
• Salesforce
• Pipedrive
• Affinity
• Zoho
• LinkedIn Sales Navigator
• Lemlist
• Outreach
• Salesloft
• Smartlead
• Google Sheets
• Microsoft Excel
• Airtable

This step ensures Bardeen knows which accounts to monitor and where to pull them from.

Step 2: Track decision makers’ activity

Next, choose how you want to monitor decision-maker behavior. Bardeen can track LinkedIn activity like posts and job changes to surface engagement signals.

Options include:

• LinkedIn Sales Navigator
• LinkedIn Posts by decision makers
• LinkedIn Job Changes

This step helps you stay close to key contacts and identify when they’re active or changing roles.

Step 3: Track company news

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Now select the sources you want to monitor for company-level updates. These can include job boards, news sections, or product update pages.

Choose from:

• LinkedIn Company Job Posts
• LinkedIn Posts by the company
• Crunchbase
• Company news from the website
• Product updates from company website

This step helps you catch major events like funding, hiring, or product changes that can trigger outreach.

Step 4: Update system of record

Decide how you want to store or share the insights Bardeen finds. You can update your CRM, send alerts to your team, or save findings in a shared folder.

Options include:

• Update my CRM
• Save in Google Drive
• Save in OneDrive
• Send to Slack
• Send to Microsoft Teams
• Send via Google Mail
• Send via Microsoft Outlook

This step ensures your team stays informed and your records stay accurate.

Step 5: Craft and trigger personalized outreach (optional)

If you want to act on signals right away, Bardeen can help you send a personalized message using the context it finds. You can also choose to just receive the recommendation and reach out manually.

Outreach options:

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

This optional step helps you engage with relevance and speed when the timing is right.

Step 6: Setup & test each action

Before running the playbook, Bardeen will guide you through connecting your tools and testing each step. You’ll fill in any missing details and preview the workflow.

This step ensures everything works as expected and that the playbook fits your workflow before going live.

How to automate target account activity tracking with Bardeen’s quick start playbook?

Automating target account activity tracking helps you stay on top of buying signals, leadership changes, and company news without constant manual research. It ensures you never miss a chance to engage at the right moment.

Benefits of automating target account activity tracking

Tracking account activity with automation brings clarity and consistency to your sales process. Here’s how this playbook helps.

Stay updated on key account changes

Bardeen monitors your target accounts for updates like job changes, company news, or new posts from decision-makers. This helps you spot buying signals or priority shifts without manually checking each account.

Personalize outreach with real-time context

When a decision-maker posts or a company announces funding, Bardeen can trigger a personalized message. This improves cold email personalization and helps reps engage with relevance, maximizing response rates.

Keep your CRM always up to date

Instead of manually logging updates, Bardeen syncs new insights directly into your CRM or sends them to your preferred channel. This supports better sales pipeline automation and helps revenue operations teams maintain clean, current data across systems.

Ways to automate target account activity tracking

This playbook covers several parts of the tracking and engagement process. Here are some examples of what you can automate:

Monitor company and decision-maker activity

Automatically track LinkedIn posts, job changes, or company news. Bardeen checks these sources regularly and flags updates that matter, so you don’t have to.

Trigger outreach based on activity

When a key update is detected, Bardeen can suggest or send a personalized message. You can choose to automate the outreach or review the message before sending.

Log updates and notify your team

Bardeen can save findings to your CRM, send a summary to Slack or email, or store it in a shared drive. This keeps your team informed and your records up to date.