UserGems + lemlist Overview
lemlist is a sales engagement and cold outreach platform used to automate and personalize prospecting campaigns across email, LinkedIn, calls, and WhatsApp.
Your UserGems FDE will guide you through the process of connecting UserGems + lemlist, but at a high level, setup typically requires around ~5 activities from your team (details on those below) and a person who is new to domains and email setup could expect to spend ~1 business day on the steps labeled "Customer". Depending on how quickly in onboarding you get mailboxes configured, there might be an extra two weeks required to warm mailboxes.
UserGems + lemlist Setup Overview
| Task | Owner | Resources |
|---|---|---|
|
If you're new to lemlist, create an account and purchase a plan
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. |
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 as they need two weeks to warm. |
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: new mailboxes should be warmed for 2 weeks prior to use.
Estimated time commitment: 15-30 minutes |
Customer |
Connect an email address to lemwarm
Step 3 in our Help Article |
|
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 |
| Create lemlist Campaign(s) with Gem-E variables | UserGems FDE | Step 4 in our Help Article |
| Get API key from lemlist | Customer or UserGems FDE | Step 5 in our Help Article |
| Build UserGems workflow & configure webhook action | UserGems FDE | Step 6 in our Help Article |
| Send a few test records over to make sure things are working as expected | UserGems FDE | Step 7 in our Help Article |
| 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 Help Article |
|
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.