Prospection

Lemlist x Ubic,call your prospects.

Ubic imports prospects from your Lemlist campaigns into calling lists. After the conversation, the prospect’s status and the rep’s notes can be sent back as Lemlist variables.

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LemlistProspection

From campaign to conversationWith your Lemlist prospects

The campaigns to call

Lemlist campaigns become list sources in Ubic. Prospects are imported with their email and phone fields.

The call outcome

After qualification, Ubic can add Lemlist variables with the prospect’s status, the rep’s notes and the follow-up needed.

The prospect’s interest

Some statuses can also mark a prospect as interested or not interested in their Lemlist campaign.

Email engagement

Email engagement stays in Lemlist. Ubic is used to call the campaign’s prospects and keep a record of the conversation’s outcome.

Bring a campaign into Ubic

An administrator connects an active Lemlist account using a valid API key. Campaigns then become available as sources for calling lists.

Open the connection guide

Get the Lemlist key
Generate an API key from the integration settings in your Lemlist account.
Save the connection
In Ubic, open Settings > Integrations > Lemlist, enter the API key and save.
Select the campaign
Create a calling list from the Lemlist campaign you want to use. Check the prospect details before starting the session.

Before connecting Lemlist

Do I need a Lemlist API key?

Yes. An administrator enters a valid API key for the Lemlist account in Ubic’s integration settings. Campaigns are then retrieved as list sources.

What can be sent back after a call?

The prospect’s status, the rep’s notes and the follow-up needed can be added as Lemlist variables. Some statuses can also mark the prospect as interested or not interested in the campaign.

Where do I track email opens and clicks?

In Lemlist, which keeps email engagement tracking. For two-way email and call follow-up, the Ubic guide recommends using a CRM such as HubSpot or Pipedrive as the main source.