Help Center
UserGems + lemlist Overview

lemlist is a sales engagement and cold outreach platform used to automate and personalize prospecting campaigns across email, LinkedIn, calls, and more.

Your UserGems FDE will guide you through the process of connecting UserGems + lemlist. At a high level, setup takes around 8 activities from your team (details below). Someone new to domains and email setup should expect to spend 1–1.5 business days on the steps labeled "Customer."

Plan your timeline around mailbox warming. If you're standing up new domains or mailboxes, lemlist recommends warming them for about a month before you send outbound from them, and not running campaigns using those mailboxes during that window. Everything else on this list can happen in parallel, so start warming as early in onboarding as you can. If you're using mailboxes that are already warm and in good standing, you can skip that wait.

For the step-by-step build, see UserGems & lemlist Configuration with Gem-E Messaging.

UserGems + lemlist Setup Overview

TaskOwnerResources
If you're new to lemlist, create an account and purchase a plan

Note: Select your plan based on your team's outbounding needs. Multichannel Expert or above is recommended. Any lemlist plan works with the UserGems webhook, but LinkedIn and call steps require Multichannel Expert or Enterprise. On the Email plan you can run the Autopilot template but not the two Co-pilot templates.

 Customer lemlist pricing page
On your first implementation call, review this guide & discuss lemlist next steps.

For customers new to outbound email it's important to begin warming mailboxes ASAP — plan on about a month before they're ready for outbound.

 UserGems FDE + Customer
Purchase & configure domains + mailboxes

Estimated time commitment: 1 hour – 90 minutes. Only required for customers new to outbound email.

 Customer Choose subdomain vs separate domain
Buy a domain and email for lemlist
Authenticate domains

Estimated time commitment: 2–5 hours. Only required for customers new to outbound email.

 Customer How to setup MX, SPF, DKIM, DMARC & Domain Forwarding
Other lemlist DNS & Domain Authentication articles
Set filters and forwarding for mailboxes

Estimated time commitment: 1–2 hours. Only required for customers new to outbound email.

 Customer Configure mailbox forwarding for the extra mailboxes you've configured so that they forward to the rep's main mailbox for reply purposes. Avoid forwarding warming emails by following the steps in this article.
Connect mailboxes to lemlist & set sending limits

Estimated time commitment: 15–30 minutes

 Customer Connect your email provider to lemlist
Set your global daily send limit
Connect mailboxes to lemwarm and start warming. Note: plan on about a month of warming before sending outbound. Start once your deliverability score is 90+, lemwarm shows no spam, and your volume has been stable for two weeks.

Estimated time commitment: 15–30 minutes

 Customer Connect an email address to lemwarm
Step 3 in our lemlist Implementation Guide
Strongly recommended: Integrate lemlist + your CRM

Not a required step but highly useful to enable syncing of activities from lemlist > CRM and using dynamic email senders (i.e. use lead or contact owner as campaign sender). Adding lemlist's recommended fields to CRM will also enable activity reporting there if needed (i.e. I want to see within Salesforce how many prospects are active in lemlist campaigns)

Estimated time commitment: 30 minutes

 Customer How to connect lemlist to Salesforce
How to configure the HubSpot integration in lemlist
All lemlist CRM integration articles
Required for dynamic senders: create a Contact Owner Email field in your CRM

lemlist matches senders on the owner's email address. Salesforce: a formula field returning Owner.Email. HubSpot: a custom text property populated by workflow — there's no built-in owner-email property. Allow a few hours for the value to populate before testing.

Estimated time commitment: 15–30 minutes (Salesforce), 30–60 minutes (HubSpot)

 Customer Linked from Step 6 in our lemlist Implementation Guide
Create lemlist Campaign(s) with Gem-E variables UserGems FDE Step 4 in our lemlist Implementation Guide
Get API key from lemlist Customer or UserGems FDE Step 5 in our lemlist Implementation Guide
Build UserGems workflow & configure webhook action UserGems FDE Step 6 in our lemlist Implementation Guide
Send a few test records over to make sure things are working as expected UserGems FDE Step 7 in our lemlist Implementation Guide
Review test records sent from UserGems and if satisfied, enable Auto Launch in lemlist campaign(s). Customer Auto-launch leads into campaigns
Activate UG Workflow (post-auto launch, prospects added in lemlist campaigns will automatically have their campaign started) UserGems FDE Step 7 in our lemlist Implementation Guide
Ongoing support like:
  • Adding new users
  • Reconnecting mailboxes
  • lemlist troubleshooting
 lemlist Support lemlist Help Center*
*Support available via the chat box in the bottom right after logging in to lemlist


Looking for our lemlist Implementation Guide? Check it out here.

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