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See your past CRM activity in the lemlist timeline

Bring calls, emails, meetings, notes and tasks already logged in HubSpot or Salesforce into lemlist, so you see a contact's CRM history without opening your CRM.

When a contact or company syncs with your CRM for the first time, lemlist imports its past CRM activity into the lemlist timeline, and keeps importing new activity logged afterwards. You can see what already happened with an account without keeping a CRM tab open.

Limitations

  • This is a beta available to new teams only.

  • It works with HubSpot and Salesforce. Pipedrive is not supported.

  • Contacts and companies already synced before the beta keep their current timeline. They only get future activity through polling. There is no backfill for existing teams.

  • At company level, only notes are imported.

  • LinkedIn messages, SMS, WhatsApp, marketing emails, form submissions and page views are not imported.

  • Anything the CRM doesn't expose through its API is not imported.

  • Call outcome is not imported.

  • Imported activity is excluded from campaign stats.

What gets imported

For contacts, lemlist imports calls, emails, meetings, notes and tasks from your CRM.

  • Each activity is imported at its original CRM date.

  • Each activity is flagged as coming from the CRM.

  • Emails are split by direction: inbound emails show as Email received, outbound emails show as Email sent.

Choose how far back to import, or turn the import off

  1. Go to Settings → Integrations → CRM → Activities.

  2. Choose how far back to import: 6 months, 12 months, or everything. The default is 12 months.

  3. To stop importing CRM activity, turn the import off in the same place.

How new CRM activity reaches lemlist

After the first import, continuous polling keeps the timeline in sync with what your team logs afterwards in the CRM.

Troubleshooting

Issue: HubSpot activity is imported, but emails are missing

Root cause: Your HubSpot portal was connected before this feature existed, so lemlist doesn't have the permission it needs to import emails. No error is shown.

Fix:

  1. Disconnect your CRM integration.

  2. Reconnect it. This requests the new permission.

Issue: Past CRM activity doesn't appear for a contact or company

Root cause: The contact or company was already synced before the beta. There is no backfill for existing teams.

Fix: No action imports past activity for these records. New activity logged in the CRM still reaches the timeline through polling.

Issue: A call appears in the timeline without its outcome

Root cause: Call outcome is not imported.

Fix: Check the call outcome in your CRM.

If your case is different

If you want lemlist activity to show up in your CRM instead, see Map lemlist activities to HubSpot or How to sync activities to Salesforce.

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