How to Qualify Leads in Your CRM with AI

Discover how to classify leads in your CRM using Bardeen's AI classifier! In this video, we show you how to set up email classification with Google Mail, customize classification tasks, and automate lead management.
Try it for free: s.bardeen.ai
Learn to use Bardeen's playbooks for efficient classification and qualification, and see how to map data to your CRM seamlessly. Enhance your productivity with these powerful AI tools.
If you find this video helpful, like, subscribe, and hit the bell for more tips on automation and productivity.
🚀 Try these playbooks:
1️⃣ Classify past emails as wanted or unwanted and save to Airtable:
s.bardeen.ai/emails_airtable_...
2️⃣ Qualify leads from LinkedIn search and save to Airtable:
s.bardeen.ai/qualify_leads
🔻 Download Bardeen: s.bardeen.ai/Download
🔍️ Explore Playbooks
s.bardeen.ai/find-playbooks
📖 Video Chapters:
0:00 Introduction to Lead Classification in CRM
2:00 Exploring Bardeen's AI Classifier Feature
4:00 Customizing Classification Tasks
6:00 Running and Reviewing the Classification Process
8:00 Summary and Next Steps in Automation
🤖 About Bardeen
Bardeen is a productivity app that automates your manual tasks with shortcuts. Follow our channel to learn about the latest tips about automating your day-to-day workflows and staying productive as a knowledge worker.
🐦 / bardeenai
🕴 / bardeen
ℹ️ Need help? Join our community
bardeen.ai/community