Overview
The Momentum integration connects Lightspeed Voice directly to your Momentum account. Once connected, incoming calls automatically open the matching contact, and call activity — including recordings, messages, and AI insights — is logged for you automatically.
Before You Begin
Before starting setup, make sure you have:
- An active Lightspeed Voice account with Dashboard access
- The Orbit desktop app installed
- Valid Momentum login credentials
- Appropriate user permissions for integrations
Step-by-Step Setup
Step 1: Install Orbit
Download Orbit from the Lightspeed Voice Dashboard by clicking the gear icon, install it, and sign in using your Lightspeed Voice credentials.
Step 2: Create the Integration in the Dashboard
In the Lightspeed Voice Dashboard, go to Management → Lead Settings → Integrations. Click the + icon to start a new integration.
- Enter the integration name as Momentum
- Select Momentum as the vendor
Step 3: Assign Users
Enable users individually, or select all users and assign them at once.
Step 4: Authenticate Momentum
Click Authenticate and enter your Momentum credentials to establish the connection.
Step 5: Configure Call Pop Settings
Choose a Call Pop option: None, Inbound, Outbound, or All. All is recommended.
Step 6: Enable Triggers
Enable all triggers for full functionality, including logging and automation.
Step 7: Test Call Flow
Test both directions to confirm the integration is working:
- Inbound — confirm Momentum opens the matching contact automatically
- Outbound — confirm calls launch and log properly
Step 8: Verify Logging
Make sure call logs include recordings, notes, and communication history.
How It Works
Incoming calls trigger automatic pop-ups in Momentum with caller details. After the call, all activity — including recordings, messages, emails, AI summaries, and sentiment — is logged in one centralized location.
Troubleshooting
Authentication failures: Verify your Momentum credentials are correct.
No pop-ups: Make sure Orbit is running and Call Pop is enabled.
No logs: Confirm triggers are enabled for the integration.
Number Porting Note
If you're porting an existing number, test the integration again after the port completes to confirm DID routing and user assignment are correct.
Need More Help?
Email help@lightspeedvoice.com or call 941-564-3010 for assistance.
