How to Migrate From Regie.ai to lemlist in 2026

How to migrate from Regie.ai to lemlist

Teams typically move away from Regie.ai when their outbound motion outgrows what the platform covers. Regie.ai focuses exclusively on sales prospecting and outreach. It doesn’t offer marketing automation, account-based advertising, full-featured conversation intelligence, revenue operations, or data enrichment as standalone capabilities. So if you want WhatsApp, SMS, a proprietary lead database, or deliverability tooling all in one place, the migration conversation starts fast.

This walkthrough covers every step of the switch, the data you’ll carry with you, the risks that can hurt your pipeline if you ignore them, and the capabilities you gain on the other side.

Why teams are switching from Regie.ai to lemlist

Seat minimums and annual contracts limit flexibility

The two publicly priced plans are AI SEP at $180/user/month and Force Multiplier Rep at $499/user/month, both on annual contracts with seat minimums. That means the AI SEP plan has a 10-seat minimum (roughly a $21,600 annual floor) and the Force Multiplier Rep plan has a 5-seat minimum (roughly a $29,940 floor).

For a five-person SDR team, that’s a serious commitment before anyone sends a single email. lemlist’s Multichannel Expert plan runs $87 per user per month billed yearly, with no seat minimums, monthly billing available, and a 14-day free trial that requires no credit card.

AI-generated content still requires heavy editing

The persistent feedback from G2 users is that AI-generated content sounds robotic. For a platform whose value proposition is AI content, this is a significant concern. SDRs end up editing most outputs before sending.

lemlist takes a different approach with lemAgent, which builds sequences from shared company context, your ICP definitions, and real lead data rather than generating generic copy that still sounds like a template.

No public API blocks agentic workflows

Regie.ai does not expose a public API or MCP server for custom agent workflows. Teams building AI-native GTM stacks or wanting to connect Regie’s intelligence to their own tooling will hit a hard wall. This is a structural limitation that affects RevOps and GTM engineering teams disproportionately.

lemlist offers both a public API and an MCP server, so AI agents like Claude or Cursor can execute outbound tasks (lead search, enrichment, campaign launch) directly.

Limited channel coverage beyond email, phone, and LinkedIn

Regie.ai’s multichannel sequences cover email, LinkedIn, and phone. Teams that want WhatsApp, SMS, or API-based channel steps in their campaigns hit a ceiling.

lemlist supports email, LinkedIn, calls, SMS, and WhatsApp as native campaign steps, all managed from a single sequence builder and tracked in one unified inbox.

What you can and cannot export from Regie.ai

Before you move anything, get clear on what travels with you and what doesn’t.

Your CRM is almost always the cleanest source of truth. Any activity that Regie.ai logged to Salesforce or HubSpot stays there no matter which engagement tool you connect next.

Sequence copy, however, requires manual work. Copy each email step, call script, and LinkedIn message into a Google Doc. There’s no way to export templates in bulk from Regie.ai, and you’ll lose access once the contract ends.

How Regie.ai features map to lemlist

If you’re evaluating the switch, the question is usually “where does X live in the new platform?” Here’s the short answer:

One gap worth noting: Regie.ai provides contact data through integrations with providers like ZoomInfo, Cognism, and 6sense, but it doesn’t own or maintain a proprietary B2B database. The quality of your prospecting data depends entirely on which providers you connect. lemlist’s 600M+ database and waterfall enrichment across 14+ providers give you a single source for lead discovery and verification without extra vendor contracts.

Step-by-step migration from Regie.ai to lemlist

1. Audit your Regie.ai account and document active workflows

List every active sequence, audience segment, and connected integration. Flag any in-flight campaigns that still have prospects mid-sequence (we’ll deal with those in a later section). This audit prevents data loss and dropped conversations.

2. Export contacts and sequence data

Pull contact CSVs from Regie.ai or directly from your CRM. Copy all sequence content (email steps, call scripts, LinkedIn messages) into a shared doc. Refer to the export table above so you know exactly what comes out clean and what requires manual effort.

3. Set up your lemlist workspace and connect your CRM

Create your lemlist account, connect Salesforce or HubSpot from Settings > Integrations, invite team members, and set permissions. In lemlist, go to Settings > Integrations, then find Salesforce and click Connect (see how to import leads from Salesforce to lemlist). The dashboard walks you through each step with in-app chat support available if you get stuck.

4. Configure sending domains and start warmup with lemwarm

This step matters more than any other. Deliverability during a platform switch is where most teams lose ground. Connect or purchase your sending domain inside lemlist, and the platform handles DNS authentication automatically. Then turn on lemwarm, which warms up your inboxes by exchanging real emails at a controlled pace to build sender reputation before you send live campaigns.

5. Import leads via CSV and map your fields

lemlist expects a CSV where row 1 contains column names (email, firstName, companyName, etc.) and row 2 onward contains lead data, one lead per row. Email is the only required column. If your first row contains an actual email address, lemlist treats it as a column name and skips that lead (see lemlist’s guide on how to import leads from a CSV file).

During import, you’ll map each CSV column to a lemlist variable. Standard variables like email, firstname, lastname, companyName, companyDomain, linkedinUrl, phone, picture, and icebreaker auto-map if you match the names exactly. Custom columns (like “City” or “Last Step Completed in Regie”) carry over as custom variables.

6. Rebuild sequences using lemAgent or the Campaign Builder

You have two paths here. lemAgent lets you describe your campaign goal in plain language and generates a multichannel sequence with branching logic. The Campaign Builder gives you full manual control over every step.

Either way, this is where you add email, LinkedIn, call, SMS, and WhatsApp steps. If you saved your Regie.ai sequence copy, paste it into the relevant steps and adjust personalization variables to match lemlist’s syntax (e.g., {{firstName}} instead of whatever token Regie.ai used).

7. Run a test campaign before full rollout

Send to a small segment first. Use Deliverability Hub’s inbox placement testing to confirm emails land in the primary inbox, not spam. Verify that CRM sync logs activities correctly. Only once those checks pass is it time to scale to full volume.

Deliverability risks and how to protect sender reputation during the switch

Sender reputation lives at the domain and IP level, not inside the software. Switching platforms does not reset your reputation, but misconfiguring the new tool can damage it fast.

Warming up new sending infrastructure. If you’re adding new mailboxes or domains in lemlist, they require warmup before live sends. lemwarm automates this by exchanging real emails with a network of real inboxes at a controlled pace. Plan for about one month (2–3 weeks of ramp-up, then 2 weeks of stabilization) of warmup before sending outbound campaigns from a fresh mailbox.

Avoiding sudden volume drops or spikes. Inbox providers (Gmail, Microsoft) flag abrupt changes in sending patterns. If you pause all sends on Regie.ai on a Friday and blast from lemlist on Monday, you risk spam placement. The safer path is to gradually ramp lemlist volume while Regie.ai campaigns wind down.

Running inbox placement tests before going live. Deliverability Hub sends test emails to real addresses across Google, Microsoft, and other providers so you can see exactly where messages land (primary, promotions, spam) before a single prospect email goes out. Think of this as the final gate before launch.

How to handle in-flight campaigns and active prospects

You have two clean options:

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  Let active sequences finish in Regie.ai before moving those contacts to lemlist. This avoids double-touching prospects or breaking reply threads.

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  Migrate mid-sequence by tagging contacts with their last completed step and inserting them at the correct point in the new lemlist sequence. For contacts who were mid-sequence, either keep them suppressed until the original sequence naturally ends, or note their last step and pick them up at the next logical step in the new platform.

Either way, connect your sending mailbox to lemlist’s unified inbox so that replies from prospects who were originally contacted via Regie.ai still get captured if the mailbox is now active in lemlist.

What lemlist gives you that Regie.ai does not

A 600M+ lead database with waterfall enrichment. Regie.ai has an audience builder, but its 220M+ contacts come through a partner enrichment waterfall that routes requests to multiple vendors. The 220M+ figure reflects combined partner sources, not a Regie-maintained dataset. lemlist’s proprietary database lets you find, enrich, and push leads into campaigns without separate data vendor contracts. Waterfall enrichment queries 14+ providers for higher coverage on both emails and phone numbers.

WhatsApp and SMS as native campaign channels. These are fully integrated campaign steps in lemlist, not workarounds or third-party add-ons. You can send a WhatsApp follow-up after a missed call or a pre-meeting SMS reminder, all within the same sequence.

Built-in deliverability monitoring and inbox placement testing. Regie.ai relies on the user’s email infrastructure without offering deliverability tooling. lemlist’s Deliverability Hub includes warmup (lemwarm), inbox rotation, inbox placement testing, bounce monitoring, and proactive alerts, all centralized in one dashboard.

API and MCP access for agentic outbound workflows. lemlist’s MCP server exposes 40+ actions (lead search, enrichment, campaign launch, analytics) to AI agents. For teams building prompt-driven outbound motions, this is infrastructure that Regie.ai simply doesn’t offer.

Your first 14 days after migrating to lemlist

Here’s how to structure the transition period so nothing slips:

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  Days 1–3: Finish workspace setup, connect all mailboxes, start lemwarm on every sending account

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  Days 4–7: Import remaining leads, rebuild your top-priority sequences, run inbox placement tests

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  Days 8–10: Launch first live campaigns to a small segment, monitor open and reply rates in Deliverability Hub

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  Days 11–14: Scale volume gradually, review campaign analytics, adjust sequences based on early performance data

By the end of week two, your full outbound motion (email, LinkedIn, calls, SMS, WhatsApp) can be running from a single platform with a clear view of deliverability, engagement, and pipeline.