How to send Kylas Leads and Contacts to your Lemlist account for marketing campaign?
What is Lemlist?
Lemlist is a versatile outreach tool for personalized email and LinkedIn marketing campaigns. With this integration, you can easily pass leads or contacts into your Lemlist account. It allows you to run multichannel campaigns, including email and LinkedIn sequences, tailored to your strategy.
This article covers the steps to be performed to send Leads or Contacts to your Lemlist account for marketing purpose.
Prerequisites:
Product Plans: Elevate
Permissions: Workflow: Create
Steps:
- Log in to Lemlist: Access your Lemlist account using your credentials.
- Create a Campaign: Set up a new campaign in Lemlist, such as an email or LinkedIn campaign, depending on your marketing needs.
- Retrieve the Campaign ID: After creating the campaign, navigate to its page and collect the campaign ID from the URL (e.g.,
cam_edTh7gt5UIjCn8qR7
).
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Steps to Set Up Kylas CRM:
-
Log in to Kylas CRM: Access your Kylas CRM account using your credentials.
-
Navigate to Workflows: Go to CRM Settings > Automation > Workflows to manage automation workflows.
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-
Create a Workflow: Create a lead or contact workflow and select Webhook as the action.
-
Configure the Webhook: Create a webhook and fill in the required details as specified. Set the action as Webhook to enable the integration.
Choose the below values in the webhook section.
- Method: Post
- URL: https://kylas.io/campaigns/lemlist/lemlistHook.php
- Authorisation: No Authorisation required
- Parameters: As per below table (Copy parameter name as it is)
Parameter Name | Parameter Type | Parameter Value | Purpose of the value |
tokenId | Custom Parameter | Token id from Lemlist (Lemlist API key) | For authentication |
campaignId | Custom Parameter | Campaign Id (you can get this campaign id from URL) | In which campaign do you want to send this lead data |
emailId | Lead / Contact | Emails | Mandatory to pass. |
firstName | Lead / Contact | First Name |
|
lastName | Lead / Contact | Last Name |
|
phone | Lead / Contact | Phone Numbers |
|
jobTitle | Lead / Contact | Designation |
|
companyDomain | Lead / Contact | Kylas field where you capture the company domain. | (This can be skip if you are not capturing the company domain ) |
linkedinUrl | Lead / Contact | Linked In |
|
deduplicate | Custom Parameter | true/false | To avoid creating duplicate leads in same campaign |
linkedinEnrichment | Custom Parameter | true/false | To push the lead to enrich the linked data base automatically |
findEmail | Custom Parameter | true/false | Check the email id in linked in Data base and update the information on the pushed lead |
verifyEmail | Custom Parameter | true/false | Verify the email from lemlist data base |
findPhone | Custom Parameter | true/false | By default check the phone number available in linked data base. |
Note:- How to insert variables workflow?
e.g. We have following emailId to be passed in Lemlist And the desired outcome is that the variable Email Id should be replaced by the Email ID of the Lead or Contact.
To acheive that, while creating webhook in Kylas workflow, enter the parameter name as "emailId" as and parameter type as the required entity e.g. Lead and parameter value as the field that you would like to replace e.g. Email Id
This will replace the selected Lead's Email Id in place of the variable emailId when the request been sent to Lemlist.
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