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How to review call recordings, reporting, and CRM sync in lemlist

How to review call recordings, transcripts, and history in lemlist, use reporting widgets to analyze performance, and sync call activity to HubSpot, Salesforce, or Pipedrive.

By the end of this tutorial, you’ll know how to review call recordings and transcripts, update call outcomes, share calls with teammates, call leads back from the record, export call data, analyze call performance in reports, and keep call activity synced to your CRM.

Once you start placing calls in lemlist, the real value comes from what you do after the conversation. Reviewing calls helps you coach reps and improve follow-up, reporting helps you spot trends, and CRM sync keeps your pipeline accurate without extra admin work.


Why this matters

Post-call workflows help you turn conversations into action. Instead of treating calls as one-off touchpoints, you can use recordings, transcript search and copy, notes, call insights, reporting widgets, exports, and CRM sync to improve team performance, prioritize the right leads, and keep customer data up to date.


Prerequisites

  • You should already know how to place calls in lemlist.

  • You should already have access to the Calls and Reports sections in your workspace.

  • If you want call activity logged automatically, you should already have a supported CRM integration connected.


Core lesson

Phase 1: Find and review past calls

  1. Open your call history and use filters to narrow results.

    Go to Calls from the main navigation, then use the available filters to narrow calls by date range, contacts, companies, called by, call status, campaigns, campaign tags, and timezone. This section shows all calls made through lemlist, including calls placed outside of campaigns, so it’s the best starting point when you want to review activity or follow up on recent conversations.

  2. Export calls when you need deeper analysis outside lemlist.

    Select one or more calls from the table, then click Export calls as .CSV. Exporting is helpful if you want to build custom reports, share raw call data with other teams, or combine call activity with data from other systems.

  3. Start an ad hoc call if needed.

    If you want to place a new call outside of a campaign workflow, click Make a call. This gives you flexibility to follow up immediately when reviewing past call activity.

Phase 2: Open a call record and analyze the conversation

  1. Open an individual call record.

    Click into a call from the calls table to view its full details. This is where you can listen back to the conversation, read the transcript, review call insights, update the call status, and access contact context in one place.

  2. Listen to the recording.

    Use the player controls to replay the call. You can also review the speaking timeline directly in the player area. Recordings are useful for quality assurance, rep coaching, and verifying what was discussed before your next outreach.

  3. Update the call status from the record.

    Use the Call status dropdown in the record to classify the outcome, such as No answer, Left voicemail, Connected, Wrong number, or connected sentiment outcomes. This makes follow-up and reporting more accurate.

  4. Read and search the transcript.

    Review the transcript panel to scan the conversation without replaying the full recording, and use the transcript search bar to find specific objections, buying signals, or next steps faster. This is especially useful when managers or teammates need to review a specific part of the conversation.

  5. Copy transcript content when needed.

    Click the copy icon in the transcript area if you want to paste transcript content into internal notes, docs, or another workflow outside lemlist.

  6. Review richer call insights.

    In the Call insights tab, review the AI-generated Call summary, including Main Discussion Topics, Critical Information, Action Items, and Insights. This gives you a faster recap than listening to the full recording when you want to coach a rep or prepare the next step.

  7. Review or add notes.

    Use the Notes section to document follow-up actions or context not captured elsewhere. Notes are helpful for handoffs, coaching, and CRM logging.

  8. Switch to Contact info for lead context.

    Open the Contact info tab to review contact fields like owner, contact status, email, phone number, and other lead details tied to the call. This context helps you tailor your next outreach and understand how the call fits into the broader account history.

Phase 3: Share call details or call the lead back

  1. Share a call with your team.

    From the call record, click Share to open sharing options.

  2. Enable a shareable call link.

    In the sharing modal, turn on Share this call details to generate a shareable link. Use this when you want a manager to review a call, collaborate on deal strategy, or highlight a strong example for coaching.

  3. Call the lead back directly from the record.

    Click Call back, then confirm the callback from the dialer to start a new call to that same lead. This is the fastest way to continue the conversation after reviewing the previous interaction.

Best practice: Share calls with context, not just the link. Include a short note about what you want your teammate to review, such as objection handling, discovery quality, or next-step recommendations.


Phase 4: Use reporting widgets to analyze call performance

  1. Add or review the call reporting widgets in Reports.

    Go to Reports and open the call reporting widgets. If needed, add them from the widget library, where you’ll find the available call reporting options in one place.

  2. Use Call activity volume to track output over time.

    This widget shows how many calls were made during the selected period, helping you track consistency and overall activity.

  3. Use Call performance by rep to compare users.

    This widget helps you benchmark reps, identify top performers, and coach based on outcome trends by team member.

  4. Use Total Call Duration to measure call time.

    This widget shows how much total time was spent on calls, which helps measure effort and engagement.

  5. Use Call Duration by rep to compare time spent across users.

    This view breaks call time down by rep so you can understand who is spending the most time in conversations.

  6. Use Best Time to Call to optimize outreach timing.

    This heatmap helps you identify when calls are most likely to perform well based on day and time patterns.

  7. Use Call Activity Analysis for a detailed outcomes table.

    This widget gives you a more detailed status-by-period breakdown, making it easier to review trends in outcomes like No answer, Left voicemail, and connected statuses.

  8. Use Call funnel per lead to review call outcomes at the lead level.

    This table helps you inspect individual leads, their latest call status, call duration, and associated campaign context for deeper follow-up analysis.

Tip: Use reporting regularly, not just at the end of the month. Weekly review makes it easier to spot changes in answer rates, coach reps quickly, and adjust call timing before performance drops.


Phase 5: Sync call activity to your CRM

  1. Make sure your CRM integration is enabled.

    When a supported CRM integration is connected, lemlist can automatically log call activities. This reduces manual data entry and helps ensure call outcomes are reflected in the tools your sales team already uses.

  2. Understand what gets synced.

    Depending on your CRM configuration, call activities can include details such as notes taken during or after calls and outcomes. This helps preserve important context for future outreach, pipeline reviews, and handoffs between teammates.

  3. Know which CRMs are supported.

    • HubSpot

    • Salesforce

    • Pipedrive


Troubleshooting and pitfalls

Issue: I can’t find a past call.

  • Root cause: The call list is too broad or filters are excluding the call you need.

  • Fix:

    • Go to Calls.

    • Check your active filters, especially date range, campaign, call status, and called by.

    • Clear filters one by one if the call doesn’t appear.

Issue: A transcript or call insight isn’t available.

  • Root cause: Not every call will have transcript or AI insight availability.

  • Fix:

    • Open the call record and confirm whether transcript or insight features are available for that call.

    • Use the recording and notes as your fallback review method.

    • If needed, copy relevant transcript text only when the transcript is available.

Issue: My teammate can’t access a shared call.

  • Root cause: Sharing may not be enabled, or it may have been turned off after the link was generated.

  • Fix:

    • Open the call record.

    • Click Share.

    • Make sure Share this call details is enabled.

    • Regenerate or resend the link if needed.

Issue: Reporting doesn’t match what I expected.

  • Root cause: Filters or date ranges may be limiting the data shown.

  • Fix:

    • Open Reports.

    • Review the selected date range and any active filters.

    • Adjust filters to compare the correct team members, statuses, campaigns, or companies.

Issue: Call activity isn’t appearing in my CRM.

  • Root cause: The CRM integration may not be connected, or the sync configuration may not include the data you expect.

  • Fix:

    • Confirm that your CRM integration is enabled.

    • Check which call fields are configured to sync.

    • Verify whether notes and outcomes are included in your setup.

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