Jason at Bardeen

Date

Mon, 24 Jun 2024 15:54:32 +0000

Promotion & Newsletter
Subject

Bardeen June Newsletter: HubSpot Notes and Tasks support, Bardeen Enrichment, Lemlist Integration, and more.

Main Email Body: This month, we added new integrations, a heavily requested set of powerful actions, and new Playbook templates. June Newsletter - Sales Automation Special 🔥   The latest stories, updates, and guides on the future of work automation Hey Abdulrahim ! Here’s a highlight of what’s new in Bardeen: * We had an exciting month at Bardeen, launching our first-ever in-depth field guide for sales <https://www.bardeen.ai/resources/field-guide-for-sdrs>, filled with Playbook templates, articles, and guides to help you automate your sales workflow. * Brand new <https://www.bardeen.ai/release-notes> always-on triggers <https://www.bardeen.ai/release-notes> for Microsoft Teams. * New Bardeen Enrichment action <https://www.bardeen.ai/product/bardeen-enrichment> – you asked, we listened. * New Lemlist <https://www.bardeen.ai/playbooks?playbook-name=Lemlist> integration <https://www.bardeen.ai/playbooks?playbook-name=Lemlist> <https://www.bardeen.ai/playbooks?playbook-name=Lemlist>and HubSpot actions. <https://www.bardeen.ai/hubspot> Let's dive in!   🆕 June Product Updates <https://www.bardeen.ai/release-notes> We've been hard at work over the past month to bring you exciting product improvements, new integrations, and enhanced actions. * HubSpot Tasks And Notes Support: Create, update, find, and delete tasks and notes with our HubSpot integration. * New Lemlist Integration: Automate lead creation, updates, and add users to campaigns in your workflows. * Bardeen Enrichment Commands: Find data about your contacts, leads, and companies. No extra service or subscription required. * Always-On Microsoft Teams Trigger: Automatically access your call recordings as soon as the call ends. * Step-by-Step Playbook Guidance: Get detailed tutorials for running your automations. * Improved Background Scraping: Enjoy faster and more reliable background scraping without interruptions. Read the release notes to find out more. Read the full update → <https://www.bardeen.ai/release-notes>     🔥 New Bardeen Enrichment Action <https://www.bardeen.ai/product/bardeen-enrichment> At Bardeen, our mission is to automate repetitive tasks so you can focus on what you do best. To bring us closer to this goal, we’re thrilled to introduce a highly anticipated set of robust actions: Bardeen Enrichment. * Find Lead Info From Any Source: Get updated information on leads and companies instantly to save time on research. * Get Company Insights: Find out if a company raised funds, their tech stack, revenue, or employee count with just a URL * Work With the Data You Have: Use social profile links, email addresses, or contact names to find the information you need. * Combine Data With AI: Let Bardeen's AI help you generate reports, craft messages, and make smart decisions, boosting your productivity. Learn More → <https://www.bardeen.ai/product/bardeen-enrichment>   🔗 Integrate with Smartlead and Salesloft We've launched two more integrations this month: Smartlead and Salesloft. * With Smartlead, you can now add or update leads in a campaign and trigger actions in Bardeenwhen an event occurs. * The new Salesloft integration allows you to add a person to a cadence and create or update a person within your Playbooks and Autobooks. We plan to add new actions for these integrations in the future, and we’re excited to announce more integrations soon.Up next: Fireflies.ai integration.   ✏️ Helpful things we recently published 🔴 Live: How to Automate Your Entire Sales Process from End to End <https://app.livestorm.co/bardeen-ai/bardeen-sales-professional-webinar?type=detailed> Every day, new products promise to replace jobs. At Bardeen, we believe AI shouldmake you better at your job instead. That's why Cory, Senior Sales and Solutions Engineer here at Bardeen, hosts a weekly live webinar to show you how to automate your entire sales process.Click here to join. <https://app.livestorm.co/bardeen-ai/bardeen-sales-professional-webinar?type=detailed> Notable Playbooks <https://www.bardeen.ai/use-case-categories/sales-prospecting> We've expanded our catalog to include even more use cases. Here are some notable additions in June: * Generate a sales outreach email from a LinkedIn post and create a HubSpot Note <https://www.bardeen.ai/playbooks/generate-a-sales-outreach-email-from-the-current-linkedin-post-and-create-a-hubspot-note> * Add a lead to a Lemlist campaign when a HubSpot contact is created <https://www.bardeen.ai/playbooks/add-a-lead-to-a-lemlist-campaign-when-a-new-hubspot-contact-is-created> * Generate action items in Slack after Zoom meeting <https://www.bardeen.ai/playbooks/generate-action-items-in-slack-after-zoom-meeting> * Summarize Zoom meeting to HubSpot as a new Note <https://www.bardeen.ai/playbooks/summarize-zoom-meeting-to-hubspot-as-a-new-note> You can click the "Try it "button to give your favorite ones a spin! New Bardeen Knowledge Base <https://support.bardeen.ai/hc/en-us> We've launched a brand-new knowledge base! It’s filled with easily searchable categories, making it a breeze to find everything you need—from <https://support.bardeen.ai/hc/en-us/categories/23925203778573-General-FAQs> account management to troubleshooting technical issues.Check it out here <https://support.bardeen.ai/hc/en-us>.   How did you like this newsletter? <> <https://bardeen.typeform.com/to/yJaJfytJ#email=aalbalushi@muscatbay.com&user_id=&response=> <> <https://bardeen.typeform.com/to/yJaJfytJ#email=aalbalushi@muscatbay.com&user_id=&response=great> Great! <https://bardeen.typeform.com/to/yJaJfytJ#email=aalbalushi@muscatbay.com&user_id=&response=great> |Needs Improvement <https://bardeen.typeform.com/to/yJaJfytJ#email=aalbalushi@muscatbay.com&user_id=&response=improve> |I hate it <https://bardeen.typeform.com/to/yJaJfytJ#email=aalbalushi@muscatbay.com&user_id=&response=hate> <https://www.facebook.com/bardeenai> <https://twitter.com/bardeenai> <https://www.youtube.com/channel/UCUPnzfAv4f7fajg-7jIVCiQ> <https://www.linkedin.com/company/bardeen/> Unsubscribe this email <https://links.bardeen.ai/e/encryptedConfirmUnsubscribe?_r=9399780b7c2a4ce5a48bbd1963fe0d17&_s=fd4b3d419d8346bc85db2ac1a2518564&_t=XhLLPWnWambUZoLPYkDQkmhEkmsdb7v2hLmtF_LTYI5vEM6ur9lfBJZNQN0Fof_oMLlKDFt9DXeNZ5m0-z3u871k03ajHzZMkqp4GvhWPxTXIWEmO9t7Pe_YapIiclzmBKsm9iiUv_H11avdFoP1nuDV0I06ouTgC9gVckOtaN0%3D> |Unsubscribe all <https://links.bardeen.ai/e/encryptedConfirmUnsubscribe?_r=9399780b7c2a4ce5a48bbd1963fe0d17&_s=fd4b3d419d8346bc85db2ac1a2518564&_t=XhLLPWnWambUZoLPYkDQkmhEkmsdb7v2hLmtF_LTYI5vEM6ur9lfBJZNQN0Fof_oMLlKDFt9DXeNZ5m0-z3u871k03ajHzZMkqp4GvhWPxTXIWEmO9t7Pe_YapIiclzmBKsm9iiUv_H11avdFoP1nuDV0I06ouTgC9gVckOtaN0%3D> _________________ ARPro Mail Assistance : ### Summary of Email **From:** Jason at Bardeen **To:** aalbalushi@muscatbay.com **Subject:** Bardeen June Newsletter: HubSpot Notes and Tasks support, Bardeen Enrichment, Lemlist Integration, and more. **Date:** Mon, 24 Jun 2024 15:54:32 +0000 **Content Overview:** 1. **New Integrations and Actions:** - **HubSpot Tasks and Notes Support:** Create, update, find, and delete tasks and notes. - **Lemlist Integration:** Automate lead creation, updates, and add users to campaigns. - **Bardeen Enrichment:** Find data about contacts, leads, and companies without extra services. - **Always-On Microsoft Teams Trigger:** Access call recordings automatically post-call. - **Smartlead and Salesloft Integrations:** Add/update leads and trigger actions in campaigns. 2. **Product Improvements:** - **Step-by-Step Playbook Guidance:** Detailed tutorials for running automations. - **Improved Background Scraping:** Faster and more reliable without interruptions. 3. **Resources and Events:** - **Field Guide for Sales:** In-depth guide with Playbook templates and articles. - **Live Webinars:** Weekly sessions on automating sales processes. - **New Knowledge Base:** Easily searchable for troubleshooting and account management. **Critical Technical Details:** - **HubSpot and Lemlist:** Enhancements for task management and lead automation. - **Bardeen Enrichment:** Tools for instant data retrieval and AI-driven decision making. - **Microsoft Teams:** Automated call recording access. - **New Integrations:** Smartlead and Salesloft for improved lead and campaign management. **Immediate Actions Needed:** 1. **Review New Integrations:** Evaluate the new integrations (HubSpot, Lemlist, Smartlead, Salesloft) for potential implementation in your workflows. 2. **Utilize Bardeen Enrichment:** Leverage the new Bardeen Enrichment actions for data retrieval and AI-driven tasks. 3. **Attend Webinars:** Consider attending the weekly live webinars to stay updated on automating sales processes. 4. **Explore Knowledge Base:** Utilize the new knowledge base for any troubleshooting or account management needs. **Urgent Issues:** - **None identified.** The email primarily introduces new features and improvements without highlighting any immediate operational disruptions. --- ### Draft Response **Subject:** Re: Bardeen June Newsletter: HubSpot Notes and Tasks support, Bardeen Enrichment, Lemlist Integration, and more. **Dear Jason,** Thank you for the detailed update in the June newsletter.