If your sales process involves calling prospects, switching between tools can slow you down. With lemlist in-app calling, you can call leads, track conversations, sync outcomes to your CRM, and analyze performance—all from lemlist.
Learning Objective
By the end of this tutorial, you’ll know how to set up lemlist in-app calling (connect or buy a number), configure call settings, place and log calls, review recordings/transcripts, and use reporting and CRM sync to improve follow-ups.
Why This Matters
Calling works best when it’s tightly connected to your outreach and CRM. Keeping calls, notes, call outcomes, recordings, and reporting in one place reduces admin work and helps you follow up faster and more consistently—without losing context across tools.
Prerequisites
You have access to lemlist Settings and Call settings (team permissions may apply).
Your leads have valid phone numbers (otherwise the call button won’t be available).
You have enough calling minutes/credits to place calls (explained below).
If you want CRM sync, your CRM integration is connected (HubSpot, Salesforce, or Pipedrive).
Core Lesson: Step-by-Step Workflow
Phase 1: Set up a phone number
You can manage phone numbers from Settings → Call settings (or from Settings → Sending settings → Phone numbers).
Option A — Connect your own phone number
Supported countries (connecting your own number)
If you’re connecting your existing phone number to lemlist in-app calling (not buying a number), these are the supported countries:
Australia
Austria
Belgium
Brazil
Canada
Colombia
Czech Republic
Denmark
Estonia
France
Germany
Hungary
Hong Kong
Iceland
India
Ireland
Italy
Latvia
Luxembourg
Mexico
Netherlands
Norway
Poland
Portugal
Romania
Singapore
Spain
Sweden
Switzerland
United Kingdom
USA
Go to Settings → Call settings, then click + Add a number. This links your existing number to lemlist so you can call from inside the app.
Select Connect phone numbers.
Select your country, enter your phone number, then click Next.
Copy the 6-digit code shown on screen.
Answer the verification call and enter the 6-digit code using your phone keypad.
When verification completes, you’ll see a confirmation message.
Option B — Buy a phone number from lemlist
If you want a dedicated number for outreach, you can purchase a local number through lemlist. This can help improve trust and pickup rates when you’re calling specific regions.
Supported Countries & Rules (Buying numbers)
Country | Available Numbers | Special Requirements |
🇺🇸 United States | Landline only | No restrictions |
🇫🇷 France | Mobile & Landline | Must provide company registration details |
🇬🇧 United Kingdom | Mobile & Landline | Must provide business documents |
🇩🇪 Germany | Landline only | Must have a company in Germany |
🇧🇪 Belgium | Landline only | Must have a company in Belgium |
🇨🇦 Canada | Mobile & Landline | No specific local residency or business documentation required |
🇦🇺 Australia | Mobile & Landline | Must provide business documents |
🇮🇪 Ireland | Landline only | Must provide business documents |
🇳🇱 Netherlands | Mobile only | Must provide business documents |
Go to Settings → Call settings, click + Add a number, then select Buy phone numbers.
Select the country and the type of line (for example, Landline).
Pick the number you want, then click Buy.
Confirm the purchase (for example, click Buy 1 number).
Note: Depending on the country, you may be prompted to provide additional business information/documents due to local telecom regulations.
Phase 2: Configure number settings (recommended)
After you connect or buy a number, configure how it behaves so calls are consistent across your team (labeling, recording defaults, forwarding rules).
In Settings → Call settings, click the settings (gear) icon next to the number you want to configure.
Update the Number label, optionally set Forward incoming calls to, and enable/disable Automatic outgoing call recording (and other toggles, depending on your plan and configuration).
Phase 3: Understand minutes & credits (so calls don’t stop)
lemlist in-app calling uses a credit-based system to measure call time. Every call deducts minutes from your available balance.
Monthly call allowance by plan
Multichannel Expert plan: 100 calling minutes per user/month
Enterprise plan: 300 calling minutes per user/month
How credits work
1 call minute = 4 credits
10 minutes = 40 credits
50 minutes = 200 credits
Check minutes and buy more
In Call settings, review your remaining calling minutes and click Buy additional minutes when needed.
If you have enough credits, confirm the purchase.
If you don’t have enough credits, you’ll be prompted to buy more credits first.
Phase 4: Place calls and log outcomes
Option A — Plan calls inside campaigns (Tasks)
Use call steps to turn calling into a structured workflow (especially helpful for SDR/BDR sequences).
Go to Tasks, then click the Calls tab to view your call tasks.
Open a call task from the list.
Click Call to start the call.
During the call, use the call bar to manage your call (for example: recording, mute, keypad, transfer, and end call).
Efficiency tips for high-volume calling (Focus mode)
If you’re working through a large batch of call tasks, these shortcuts help you keep momentum and reduce time spent navigating between tasks.
Quick skip for unanswered calls: use Mark as Done and Call next when a lead doesn’t answer. This closes the current task and immediately starts the next call.
Keyboard shortcut (power users): in Focus mode, press Shift + ↓ (down arrow) to mark the current task as done and start the next call instantly.
Focus mode workflow: use Focus mode in the Tasks section to complete call tasks sequentially, and combine it with the options above to move fast through your call queue.
Option B — Call directly from Contacts
Open a contact with a phone number, then click the Call button.
In the dialer, enter/confirm the number (if needed), then click the Call button.
Phase 5: Speed up daily calling (call outcome + notes)
After or during your call, capture the outcome and key context so follow-ups are easy and consistent.
Select a Call status, then add a Note.
Type your notes during or right after the call.
Use the End call button when you’re done.
After the call ends, you can still review/update Note & status, or go Back to dialer to continue calling.
Phase 6: Improve call quality (call from your phone)
If you enable Call from my phone to improve call quality, lemlist calls you first and then your prospect, creating a phone-to-phone connection (often higher audio quality than browser-based calling). This option uses 2x the credits per minute compared to standard in-app calls.
Phase 7: Review recordings, transcripts, and share calls
Find call history
Go to Calls from the main navigation, then click a contact to open a call record.
Open a call to review details
When you open a call record, you can listen to the recording, view the transcript, and open more details.
Use the player controls to listen to the call.
Review the transcript (when available).
Use Summarize this call to generate an AI summary (when available).
Switch to Call Information to view call date/time, owner, call status, and add a note.
Switch to Lead Information to view lead and company context tied to the call.
Download the transcript
Click Download Transcript to export the transcript.
Share a call
Click Share, then enable Share this call details to generate a shareable link (you can disable sharing anytime).
Call a lead back from the call record
From the call record, click Call lead to start a new call to that lead.
Phase 8: Use reporting widgets to improve performance
Call reports help you coach reps, spot trends, and identify the best times and patterns for reaching prospects.
Go to Reports and locate the in-app calling widgets.
Use filters to analyze performance by date, call status, team member, or company.
Common widgets you’ll see:
Call activity volume (calls over time)
Call performance by BDR (compare users)
Total call duration (time spent on calls)
Best time to call (heatmap of answer likelihood)
Call activity analysis (detailed outcomes table)
Phase 9: Sync calls to your CRM
With CRM integration enabled, call activities (including notes and outcomes) are automatically logged, reducing manual data entry and keeping your pipeline accurate.
Supported CRMs
lemlist in-app calling integrates with:
📌 HubSpot
📌 Salesforce
📌 Pipedrive
What gets synced (depending on your configuration):
Notes taken during/after calls
Practical Application (Try This Workflow)
If you want a simple way to apply this immediately, run this mini workflow for today’s call block:
Pick one campaign segment (or a list in Contacts) and plan a Call step with a short call objective.
Make 10 calls from Tasks using the Calls tab.
For each call, set the call status and write a one-line note you can use for follow-up.
Review 1–2 recordings/transcripts and copy the key takeaway into your next follow-up message.
Troubleshooting & Pitfalls
Issue: Calling is unavailable or calls fail
Root cause: Provider incident or outage.
Fix: Check Twilio's public status page for ongoing incidents that may impact call availability. Extended scenarios include:
Calls Hanging Up Immediately: During significant service incidents, inbound and outbound calls may fail to connect.
Calls Dial but Do Not Ring: In cases of widespread outages, calls may appear to start but never ring.
Call Feature Unavailable (Greyed Out): Telephony service outages can temporarily disable the calling section in lemlist.
Blocked numbers: Certain phone numbers may be blocked due to security or compliance flags (e.g., high-risk or fraudulent prefixes, such as 085 numbers in the Netherlands).
Fix: Verify that the number is not flagged as high-risk and conforms to compliance regulations. Avoid using suspicious prefixes.
Issue: I can’t click the phone icon to call a lead
Root cause: The lead doesn’t have a phone number, or you don’t have a connected/bought number set up.
Fix: Add a phone number to the lead, and confirm your calling setup in Settings → Call settings.
Issue: I run out of minutes mid-day
Root cause: Your plan allowance is used up.
Fix: Buy additional minutes in Call settings using credits.
Knowledge Check
Did you choose the right setup for your use case (connect vs. buy a number)? Why?
Do your call statuses and notes make it easy to follow up without re-listening to the call?
Which report widget will you use weekly to track progress (volume, performance by BDR, best time to call, or duration)?
Optional: Use Ringover instead of the lemlist dialer
If your team uses Ringover, you can disable the lemlist dialer while keeping lemlist outreach workflows.
Go to Settings → Call settings.
Scroll to Disable lemlist dialer and toggle it on.
This option can be customized at both the user and team levels.