Automate repetitive sales workflows with AI

No, you don’t need any coding skills to use Bardeen’s quick start playbooks. These templates are designed to be fully customizable through a visual interface, allowing you to configure each step of the workflow using dropdowns, text inputs, and simple logic—no code required. You can start with a pre-built template and adjust it to match your tools and process without writing a single line of code.

With Bardeen’s quick start playbooks, you can automate a wide range of sales workflows including lead sourcing from platforms like LinkedIn or Apollo, enriching lead data from CRMs or the web, qualifying leads using AI, sending personalized outreach messages, tracking account activity, and handing off leads to account executives with auto-generated reports. You can also monitor your inbox for follow-up triggers and store or update lead data in your CRM or spreadsheets.

Setting up a quick start playbook with Bardeen typically takes just a few minutes. These templates are designed to be ready-to-use and require minimal setup. You start by selecting a template that matches your use case—such as lead sourcing, outreach, or account tracking—and then customize it to fit your tools and workflow. Bardeen playbooks are ready to run in minutes.

Start by selecting a template that matches your use case—such as lead sourcing, outreach, or account tracking. Once selected, you can adjust each step of the workflow to fit your tools and process. This includes choosing your lead sources (like LinkedIn or Apollo), setting up enrichment methods, defining qualification criteria using AI, and configuring outreach channels. You can also decide how and where to store lead data and set up alerts or reports for your team.

Yes. These templates are designed to be fully customizable, allowing you to build workflows that match your existing sales process and tools. You can automate multi-step tasks like lead sourcing, enrichment, qualification, outreach, tracking, and handoff. Each step can be configured to pull from and push to your preferred apps, with AI handling tasks like lead qualification and personalized messaging.

You can use a wide range of data sources for your sales quick start playbooks in Bardeen. These include LinkedIn, LinkedIn Sales Navigator, Apollo, spreadsheets, files, and databases. You can also pull data from your CRM or enrich it using web sources and Bardeen’s built-in enrichment tools. This flexibility allows you to match the playbook to your existing sales stack and lead sourcing process.

To measure the performance of your sales quick start playbooks, track key metrics tied to each step of your workflow. For example, monitor reply rates from outreach steps, lead qualification scores, and the number of leads sourced or enriched. Use Bardeen’s built-in tracking and monitoring features to gather insights from LinkedIn, your CRM, or other connected tools. You can also set up reports or notifications to summarize results and share them with your team. These insights help you refine your playbooks over time for better outcomes.