Matching a caller to a lead
Cold lists carry switchboard numbers and mobiles that belong to several people. We match on the numbers in the campaign and leave anything ambiguous as an unmatched call rather than guessing.
Integration · Zoom Phone to lemlist
Zoom Phone and lemlist integration
You put a phone number in the signature of a few thousand emails, and some people ring it. On Zoom Phone that call arrives as a stranger in a queue. We connect the two so whoever answers knows this person is mid-sequence, the call lands on their lead, and the emails stop before the next one goes out. It is a one-time setup by our team, not a monthly middleware subscription.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Zoom Phone
lemlist
One call ends in Zoom Phone. In lemlist:
- A prospect calls the numberZoom Phone routes them as usual
- They are matched to their leadWith the campaign and last email
- The sequence reactsPaused, stopped or logged
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
The callback nobody has planned for
Cold email is built around replies. Everything in lemlist — lemwarm, the daily limit per sending address, the sequence logic — is arranged so a prospect answers in writing, and when they do the sequence knows to stop. The prospect who picks up the phone instead is invisible to all of it. They ring the number in the signature, reach whoever is in the Zoom Phone queue, have a perfectly good conversation, and then receive the next scheduled email two days later as if nothing happened.
Connecting Zoom Phone to lemlist fixes the blind spot from both ends. The person answering sees who is calling and which campaign they are in, so the conversation starts from the right place. And the call itself counts as contact: the lead is updated, the sequence pauses or stops according to the rule you set, and nobody is emailed a first-touch line the day after they spoke to you.
- Teams that publish a number in their signatureCallbacks are recognised instead of answered cold.
- Small teams sharing an inbound queueWhoever answers has the campaign context, not just a number on screen.
- Agencies running campaigns for clientsEach client’s number and campaign stay matched to each other.
What we connect between Zoom Phone and lemlist
A typical setup. We adjust each line to how your team uses Zoom Phone and lemlist.
When this happensThis is what you get
An inbound call from a number in a campaignThe lead, campaign and last step, shown to whoever answers
A call endsA call activity on the lemlist lead, with the person who took it
A conversation with a sequenced prospectThe sequence paused or stopped, by the rule you set
The outcome of the callThe lead status you choose, such as interested or not interested
A missed call outside business hoursLogged on the lead and a follow-up task for the next working day
A caller not in lemlist yetLogged as an unmatched call, so nothing is invented on the lead
Field mapping, event by event
Each Zoom Phone event and exactly what it writes in lemlist. Pick an event to see its fields.
1. Trigger · Zoom Phone
When a call ends
Every call made or received in Zoom Phone
2. Action · lemlist
Log the lead update
In lemlist, on the lead — Where your team already works
lemlist field
Mapped from
What happens
Activity date
Date time15 Sep, 4:00 pm
Shown in your time zone
Date time15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way lemlist expects
Call length3 min 04 s
Stored the way lemlist expects
Direction
Call directionInbound
Inbound or outbound
Call directionInbound
Inbound or outbound
Call outcome
ResultInterested
Matched to your own list of outcomes
ResultInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Lead
Matched by phone number+1 415 555 0142
A new lead is created only if none match
1. Trigger · Zoom Phone
When an outcome is set
A rep marks how the call went
2. Action · lemlist
Update the lead status
In lemlist — Moves one record, not all of them
lemlist field
Mapped from
What happens
Which lead status
Most recent open lead statusNorthwind — 12 seats
On the matching lead, owned by the rep on the call
Stage
ResultInterested
Looked up in the outcome-to-stage list we agree with you
ResultInterested
Looked up in the outcome-to-stage list we agree with you
1. Trigger · Zoom Phone
When a voicemail is left
Nobody picked up in time
2. Action · lemlist
Create a follow-up
In lemlist, for the lead owner — A call-back nobody forgets
lemlist field
Mapped from
What happens
Title
Caller number+1 415 555 0142
“Call back” plus the lead name, or the number if unknown
Caller number+1 415 555 0142
“Call back” plus the lead name, or the number if unknown
Due
Your follow-up windowWithin 1 hour
Set to how fast your team calls back
Assigned to
Lead ownerMaria Lopez
Falls back to the rep who was on the line
Lead ownerMaria Lopez
Falls back to the rep who was on the line
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Zoom Phone calls
Your team builds and maintains every step
Where it runs
In your own Zoom Phone and lemlist accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Zoom Phone and lemlist setups usually go wrong
Stop, or only pause
A call is not always the end. We agree whether a conversation stops the sequence or pauses it for review, and which outcomes mean which.
Out of hours is not Sunday
Zoom Phone routes business, closed and holiday hours differently. Calls outside business hours are logged as such, and the follow-up task is dated to the next working day.
Access without full Zoom admin
Zoom Phone privileges can be granted through role management without full account admin, so the rest of your Zoom account stays untouched.
How we set it up
- 1
Agree what connects
Which numbers and campaigns are in scope, what the answerer should see, and whether a call pauses or stops the sequence. You get a written scope with a fixed one-time price.
- 2
Access for the setup
Zoom Phone privileges through role management, and team access to lemlist. Nothing for your team to install.
- 3
We connect and test
We call in as a sequenced prospect and as a stranger, inside and outside business hours, and check every match, status, paused sequence and task.
- 4
Handover
A short document of what is connected. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Zoom Phone and lemlist, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Zoom Phone and lemlist
Will a callback stop the lemlist sequence?
That is the point of the connection. A conversation with a sequenced prospect pauses or stops their sequence, by whichever rule you choose, so nobody gets the next cold email after speaking to you.
Can whoever answers see which campaign the caller is in?
Yes. On an inbound call we look the number up against the campaigns in scope and show the lead, the campaign and the last step sent.
What happens if the caller is not in lemlist?
The call is logged as unmatched. We do not create a lead from an inbound number, because cold lists are full of switchboards that belong to nobody in particular.
Is there a monthly fee?
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us. Your lemlist and Zoom Phone plans are unchanged.
Rather talk it through?
Thirty minutes on how your team uses Zoom Phone and lemlist. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Sequence pausedMeeting booked
Call-back taskAssigned to the contact owner