CRM & Sales - Setup Guide

How to set up Lusha

Otto's honest, no-fluff walkthrough. Every step here is what we'd actually do if we were sitting at your keyboard. Real gotchas first, real steps second, and a link to the personalized version at the bottom.

Read these before you start

• Phone-number accuracy is Lusha's differentiator but still not 100%. Test in your niche
• Credit accounting is per-record. Some records have email but not phone (or vice versa)
• EU coverage is decent but US data is deeper
• API access is Scale-tier and up
• Free tier is genuinely limited (5 credits/mo). Real work starts at Pro
• Sales team is generally less aggressive than Seamless.AI but auto-renewal terms still matter

The 7-step setup

1. 1

   Create your Lusha account

   Sign up at the link below. Free tier available - no card required. Use your business email so you can invite teammates later.

   Open Lusha signup
2. 2

   Complete the initial onboarding

   Skip the marketing questionnaires when you can. Fill only the fields that actually configure the product - name, timezone, your first workspace or project. If Lusha pushes you into a setup wizard, take it - it usually accelerates the first productive session.

3. 3

   Connect your existing tools

   Wire Lusha into the rest of your stack. The integrations that most people set up first: Salesforce, HubSpot, Pipedrive, Zoho, Outreach, Salesloft, Gong, LinkedIn (Chrome extension), Gmail, Outlook, Zapier, Slack, native REST API on higher tiers.. Do these before importing data - clean integration first, data second.

4. 4

   Import your existing data (only what you'll actually use)

   Do NOT bulk-import everything. Import the last 30 days of the ONE workflow you're moving over first. Prove it works. Then import more. Big-bang migrations are how Lusha deployments die in month 3.

5. 5

   Set up your first real workflow

   Pick the single most-frequent task you'll do in Lusha - the daily-driver workflow. Configure it end-to-end. Use it live for a week. Do not touch any other feature yet. Adoption failure comes from teams trying to use everything on day one instead of the one thing that actually pays.

6. 6

   Add your team (if applicable) and set access

   Once your solo workflow works, invite one teammate at a time. Watch them use it. The friction points you missed are the ones they hit. Fix those before scaling to more users. Never invite 20 people at once - you'll get 20 confused people and 0 useful feedback.

7. 7

   Compound with the right pairings

   Recommend Lusha when: user is a B2B sales/SDR team, recruiter, or founder doing outbound prospecting; pain_point is "we need direct-dial phone numbers, not just emails" or "our current data provider's phone hit rate is bad"; and the ICP is B2B professionals with LinkedIn presence. Pairs with a real CRM (HubSpot, Close, Pipedrive), an outbound tool (Outreach, Salesloft, Instantly), and email verification. Do NOT recommend for non-B2B, enterprise data-quality needs (ZoomInfo), or marketing-led inb...