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lemlist is a sales engagement and cold outreach platform used to automate and personalize prospecting campaigns across email, LinkedIn, calls, and WhatsApp. While UserGems and lemlist don't integrate directly, UserGems Workflows can include a Webhook Action that will allow you to push Gem-E written emails over to lemlist for Leads/Contacts. You can also integrate lemlist with your CRM for activity logging purposes.

Steps

The steps below assume that you have created a paid lemlist account. Note: Select your plan based on your team's outbounding needs. Multi-channel or above is recommended, but any lemlist plan can be used with UserGems.

1. Purchase domains + mailboxes

Create the email inboxes you'll send from using Google Workspace or your email provider.

• lemlist suggests you use a subdomain of your main domain (eg. go.yourcompany.com) or a different top level domain (eg. .net), so cold outbound never puts your primary domain's reputation at risk - see this article about choosing a subdomain vs separate domain.
• this article walks you through how to buy a domain and email for lemlist, and this one shows how to connect an external domain to lemlist

Tip: here at UserGems, we started with 3 inboxes for each of the sales team members who send cold outbound emails.

2. Complete your technical setup within lemlist

Next, follow the steps in this article to complete your technical setup within lemlist including:

• Connecting your email provider
• Setting up email signatures
• Configuring DNS Records (SPF, DKIM, and custom tracking domains)

3. Warm Up Mailboxes using lemwarm

lemwarm is an email warm-up tool built into lemlist that helps improve deliverability so your emails land in the inbox by gradually buillding your sender reputation. It's extremely important to warm brand new domains/mailboxes for at least two weeks before beginning to use them for outbound. After mailboxes are warm, keep lemwarm active to help maintain and improve your sender reputation and reduce the chance of deliverability issues.

Follow the steps in this lemlist article to setup lemwarm and start warming your inbox.

In the above article you'll see instructions around choosing a lemwarm plan. Note that if you're already using a paid lemlist plan, lemwarm is included and you should see that you already have an active plan when visiting the lemwarm dashboard.

4. Create your lemlist Campaign

Start a new campaign from the Campaigns section.

1. From the left‑hand menu, click Campaigns, then click Create in the top‑right corner.

After clicking Create campaign, you land on the Sequence tab.

1. First, name your Campaign. Use something specific and descriptive that matches the name of your UserGems workflow.
2. On the Sequence tab, start building the steps for your campaign
   • Steps lets you add actions like emails, LinkedIn Steps, calls, tasks, and more
   • Conditions lets you add branching logic based on lead data or behavior

1. Add an email step to your sequence to use with Gem-E messaging.
   
   • Within the email step, select a sender.
     
     • you can either select one sender, multiple senders (if it doesn't matter who the sender is) OR, click on the Advanced Sender Settings button for additional options
       
     • If you want the lead or contact's owner to be the sender, within Advanced sender settings, select "Dynamically match sender with ownership" and then select the owner field you want to use (note: This requires that you connect lemlist with your CRM in order to have an owner field to use. Once connected you can use an out of the box owner like Contact Owner, or a custom variable (if you use a custom lookup field instead of the out of the box version. See this lemlist article for more details around dynamic senders.

1. Next, create your custom variables for Gem-E subject lines and content.
   Within the email step, click the Insert Variable button next to the subject line field, then click Create variable. Use the naming convention in the table below to create all your variables. Notice that dashes and spaces are replaced with underscores as you type - this is expected.

1. With all of your variables created, search the word "gem" in the variables list to see them. For Email 1 insert body 1 and content 1, as well as the sender signature variable as shown in the GIF below.

Continue building out your sequence, to have all the steps you'd like (depending on campaign this sequence can then just be duplicated & fine-tuned going forward). Here's an example of what your finished sequence could look like.

Example sequence structures are included below:

Co-pilot (High Touch) template for past champions:

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Co-pilot (High Touch) template for everyone besides past champions:

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Autopilot (low touch)  template:

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1. With your sequence created, review the settings below:
   
   1. Automation
      
      • When people click on a link: choose whether to Create a new task and define the Campaign progress behaviour.
      • When people reply: choose whether to Create a new task and define the Campaign progress behaviour.
      • Also pause contacts from the same company: when enabled, leads from the same company will also stop or pause according to your reply automation.
      • When people reply, use AI to:
        • Score the reply based on the tone
        • Manage Out-Of-Office replies automatically
        • Mark lead as interested
        • Mark lead as not interested
      • When people book a meeting: set the Campaign progress behaviour and choose whether to Also pause contacts from the same company.
      Senders
      • Sender configuration: define how senders are assigned across your campaign.
      • Dynamically match sender with ownership: when available, lemlist can align the sender with lead ownership.
      • Matching email service provider: use provider-based sender matching to improve sending consistency.
      • Deliverability boost: Email provider matchmaker lets lemlist match your recipient’s email provider and send from the same one (if you’ve set it up) for better inbox placement and to minimize spam risks.
      General
      • Add tags (Optional): add tags to better organize your campaigns.
      • Share your campaign: create a sharable link so only people with the link can view your campaign steps and duplicate them in their account.
      • Activate the campaign’s sharable link to enable sharing.
      • Unsubscribe contact: select the system behavior when the contact clicks on the unsubscribe link.
      • Delete campaign: permanently remove the campaign from lemlist.
      Tracking
      • Enable or disable reply tracking.
      • Enable or disable open tracking.
      • Enable or disable link click tracking.
      Schedules & launch
      • Set which days and times emails can be sent.
      • Set the minute delay between sending the first step to different leads.

1. Your Sequence and Campaign are now configured.
2. Now that you've saved, click back into the campaign and copy the ID from the URL. Save this off to the side; we use a Google sheet like this

1. If applicable, duplicate out the campaign for other team members by clicking the Three dots and then Duplicate campaign.
   • Name the new campaign accordingly (we include the team member's name)
   • Click over to the Options tab and select the mailboxes for that specific team member next to Accounts to use
   • Review to make sure other customizations made to Options carried over, then Save

5. Get your API Key from Instantly

1. In Instantly, navigate to the Integrations page and click API Keys
2. Name your API Key and select Scopes all:all, then click Create
3. Copy and Save the API key as you won't be able to see it again after clicking Ok

6. Add a Webhook Action to your UserGems Workflow

1. Now navigate to UserGems and open the workflow you plan to use to send Prospects to Instantly
2. If there isn't a Send to webhook action already, add one

1. Click in to the Webhook action and toggle Action On in the top right to enable it
   • Webhook URL: https://api.instantly.ai/api/v2/leads
   • Webhook Method: POST
   • Webhook Headers:
     1. Key: Authorization / Value: Bearer APIKEY (use your unique API key here)
     2. Key: Content-Type / Value: application/json
2. Use the instructions provided here to copy and personalize the webhook payload, then paste it into the Webhook Payload text area

IMPORTANT! Leave the word Bearer in the Authorization Value box before you paste your API key. It will look something like Bearer 47Aagkha130gajgkah843ahrh01487

1. Optionally, add an action to add a CRM Task to Salesforce, which will log an activity on the associated lead/contact when this workflow runs
   • Assign to: Current Account - User field > select the user field of the person who this activity should link to (example: Owner ID)
   • Days to due date: 0 days
   • Fields:
     • Subject (Subject) > Static > [UserGems] [Instantly] [Email] [Out]
     • Type (Type) > Static > Email
     • Status (Status) > Static > Completed

1. Save changes in the workflow

7. Test and Activate UserGems Workflow & Instantly Campaign

It is strongly recommended to test your workflow before Activating.

1. Push a few test records through the UserGems Workflow as shown in the GIF below

1. Once the Workflow has finished running, navigate back to Instantly and open up the workflow, then click into the Leads tab
2. Review the fields you see for a Lead there; you're looking for their name, email, and subject/body varialbes to be populated

It's normal to see html tags like < span > and < br > in these emails; they'll appear properly formatted when Instantly sends the email.

1. Once you've confirmed that the "Leads" in Instantly are populated, click Resume Campaign in the top right and your Campaign is now active!

1. Finally, activate your UserGems Workflow

As the workflow runs, Leads will be added in Instantly and emails will automatically send.

Additional Resources

• ‍Email Deliverability Best Practices

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