Migration From Overloop to lemlist: How To Do It Safely

Why sales teams are moving from Overloop to lemlist

Overloop is a multichannel outbound tool combining LinkedIn and email in one sequence for SMB and mid-market B2B teams. It works well for teams whose outreach stays within those two channels. However, Overloop is exclusively LinkedIn + email, with no built-in dialer or calling capabilities, no SMS, and no other messaging channels.

That gap becomes a problem once your outbound motion matures. The platform has no buying signal layer: no hiring surge detection, no funding alerts, no tech stack monitoring. Teams that want to act on timing, not just volume, eventually outgrow what Overloop offers.

lemlist covers email, LinkedIn, phone, SMS, and WhatsApp inside a single campaign workflow. It also includes built-in warmup (lemwarm), a 600M+ lead database with waterfall enrichment, and intent signal detection that triggers outreach when prospects are most likely to respond.

Here’s a quick side-by-side:

What you can and cannot export from Overloop

Before you start migrating, you want to know exactly what travels with you and what stays behind. To export prospects from Overloop, go to the Prospects page, select the prospects you’d like to export, click the “Manage xxx prospects” button, then click “CSV Export” from the list. You’ll get an email with a link to download the CSV file.

Data that transfers via CSV

Your CSV export will typically include:

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  Contact fields: name, email, company, job title, phone, custom fields

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  Campaign membership: which campaign each contact belonged to

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  Tags and lists: any segmentation labels you applied in Overloop

Data you will lose in the migration

Some data lives only inside Overloop and does not come out in a CSV:

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  Email open and click history: per-message engagement tracking

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  LinkedIn activity logs: profile visits, connection request status, message threads

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  Sequence step positions: where each contact sat in a multi-step campaign

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  A/B test results: variant-level performance data

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  Integration state: any Zapier or CRM sync configurations

This is why exporting before you cancel matters. Once the subscription closes, access to historical campaign data typically ends.

Pre-migration checklist

Each of these steps happens before you touch lemlist. Skipping them is how teams lose data or damage sender reputation mid-switch.

1. Pause all active Overloop campaigns

If a campaign keeps running while you’re migrating contacts, some leads could receive messages from both platforms. Pause everything first.

2. Export campaign analytics and screenshots

Capture performance data (open rates, reply rates, bounce rates per campaign) before canceling. Screenshots of sequence logic give you a blueprint for rebuilding later.

3. Export all prospect lists as CSV

Export each list or campaign separately rather than one bulk file. This preserves your segmentation so you don’t have to re-tag thousands of contacts manually.

4. Document your sequence logic and copy

Copy every email template, LinkedIn message, delay setting, and conditional branch into a shared doc. You’ll use this as your reconstruction guide once you’re inside lemlist.

5. Audit your sending domains and DNS records

Check SPF, DKIM, and DMARC records for every domain you used in Overloop. These are DNS-level email authentication protocols that tell inbox providers (Google, Microsoft) your emails are legitimate. Misconfigured records are the top reason emails hit spam after a platform switch.

Step-by-step migration from Overloop to lemlist

With your data exported and your checklist complete, you can start building inside lemlist.

1. Create your lemlist account and connect sending domains

2. Set up lemwarm on every mailbox

lemwarm is lemlist’s built-in warmup tool. It exchanges real emails with real inboxes to build sender reputation gradually. This is especially important on mailboxes that were previously sending through Overloop, because switching platforms changes sending infrastructure patterns that inbox providers monitor.

Run lemwarm for at least two weeks before sending any outreach.

3. Clean and format your Overloop CSV files

Common formatting issues when moving CSVs between platforms include mismatched column headers, special characters in names, and outdated emails. Remove bounced and unsubscribed contacts before import. Re-importing bounced addresses damages your sender reputation, and re-emailing unsubscribed contacts violates GDPR and CAN-SPAM.

4. Import leads into lemlist campaigns

CSV import is how most teams add leads at scale. A properly formatted CSV with correct variable mapping ensures your personalization works ({{firstName}} actually shows names), your emails reach the right addresses, and enrichment adds valuable data (see lemlist’s guide on how to import leads from a CSV file).

During the “Set up imported custom variables” step, assign each CSV column to the correct lemlist variable type. This is what makes lemlist recognize fields like {{email}} and {{linkedinUrl}} in your campaign steps, as explained in choosing the right CSV import type.

On the “Enrich leads data” step, choose whether you want lemlist to find or verify emails, find phone numbers, or enrich LinkedIn data. When ready, click “Import leads” to finish. This is a good time to re-verify contact data, since some of your Overloop records may be stale.

5. Rebuild your sequences with multichannel steps

Use the documented sequence logic from your checklist. lemlist lets you add LinkedIn, call, SMS, and WhatsApp steps to the same sequence with conditional branching (for example, “if lead clicks email, skip LinkedIn step”). This is an opportunity to expand beyond the LinkedIn-plus-email setup Overloop supported.

6. Run a test batch before full launch

Send to a small segment first. Check deliverability, formatting, and variable rendering. Only scale up once the test batch looks clean in lemlist’s Deliverability Hub.

How to handle contacts stuck mid-sequence

The messy part of any platform migration is dealing with contacts at different stages. Think of this as triage.

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  Contacts who received emails but never replied: Add them to a new lemlist campaign, but restart from the beginning or from a logical re-engagement point. Dropping someone into step 3 of a new sequence as if nothing changed creates a confusing experience.

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  Contacts who replied or booked meetings: Exclude these from automated campaigns entirely. Move them to your CRM as active conversations and handle them manually or through lemlist’s unified inbox.

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  Contacts who bounced or unsubscribed: Do not import these. Purge them from your CSV before upload.

Protecting your deliverability during the switch

Switching outbound platforms is a high-risk moment for sender reputation. When you move to a new sending infrastructure, inbox providers see unfamiliar sending patterns. Combined with a cold or under-warmed mailbox, this triggers spam filters.

The safest approach is a parallel warmup strategy. Run lemwarm for at least two weeks before sending any outreach from lemlist. During this overlap period, keep Overloop active (campaigns paused, no new sends) so you have a fallback. Gradually ramp send volume rather than going to full capacity on day one.

lemlist’s Deliverability Hub monitors inbox placement during this ramp-up period, so you can catch issues before they compound.

Re-connecting your CRM and integrations

In Overloop, HubSpot and Pipedrive are available from the Growth plan ($99/mo), while Salesforce is Enterprise-only. Existing integrations log campaign activity back to CRM contact records, but bidirectional sync and real-time field enrichment are not available.

lemlist offers native two-way sync with HubSpot, Salesforce, and Pipedrive on standard plans. Any Zapier automations or webhook triggers built for Overloop will need to be rebuilt using lemlist’s Zapier actions, API, or MCP access.

Common integrations to reconnect:

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  HubSpot or Salesforce: native two-way sync for contacts, deals, and activity logging

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  Pipedrive: native integration for pipeline updates

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  Zapier: rebuild custom automations using lemlist’s triggers and actions

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  Slack: optional notifications for replies and meetings booked

Features you gain after migrating

Once the migration work is done, you get capabilities Overloop doesn’t offer.

Multichannel sequences across five channels

Email, LinkedIn, phone, SMS, and WhatsApp in one automated campaign. Overloop is exclusively LinkedIn + email, with no built-in dialer, no SMS, and no other messaging channels. lemlist fills every gap in a single workflow.

600M+ lead database and waterfall enrichment

Instead of relying solely on imported lists, you can find new leads directly inside lemlist. Waterfall enrichment pulls verified emails and phone numbers from 14+ providers in one query, with an average 77%+ phone number find rate.

AI-powered campaign building with lemAgent

lemAgent is a conversational assistant that builds sequences, searches leads, and suggests improvements from a single chat interface. For teams rebuilding campaigns post-migration, it compresses setup time from hours to minutes.

Intent signals that trigger outreach automatically

lemlist tracks events like hiring changes, funding rounds, tech stack shifts, and website visits, then auto-adds matching leads to campaigns with personalized messaging. Overloop has no buying signal layer: no hiring surge detection, no funding alerts, no tech stack monitoring.

Your first week in lemlist after migrating from Overloop

Here’s a concrete day-by-day plan:

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  Days 1–2: Complete account setup, domain verification, and start lemwarm on all mailboxes

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  Days 3–4: Import cleaned CSVs, map custom variables, rebuild your top-performing sequence first

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  Day 5: Send a test batch to a small segment, check deliverability in the Deliverability Hub

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  Days 6–7: Review test results, fix any formatting or placement issues, then begin scaling send volume gradually

Most teams complete the full migration in one to two weeks, including the warmup period. The actual data export and import takes a few hours. Warming up mailboxes before sending is the step that requires patience.