Overview
The Zoho CRM integration connects Lightspeed Voice directly to your Zoho account. Once connected, calls trigger automatic pop-ups with caller details, and call data, recordings, texts, and emails are logged for you.
Before You Begin
Before starting setup, make sure you have:
- An active Lightspeed Voice account with Dashboard access
- The Orbit desktop app installed
- Valid Zoho login credentials
- Appropriate user permissions for integrations
Step-by-Step Setup
Step 1: Install Orbit
Download Orbit from the Dashboard by clicking the gear icon, install it, and sign in using your Lightspeed Voice credentials.
Step 2: Create the Integration in the Dashboard
Go to Management → Lead Settings → Integrations. Click the + icon to start a new integration.
- Enter the integration name as Zoho
- Select Zoho as the vendor
Step 3: Assign Users
Enable users individually, or select all users and assign them at once.
Step 4: Authenticate Zoho
Enter your Zoho credentials. Zoho will ask you to permit access to Lightspeed Voice — click Accept to return to the Dashboard.
Step 5: Configure Call Pop Settings
Adjust your Orbit Call Pop settings on the Integration page or in Orbit under Integrations. Choose None, Inbound, Outbound, or All.
Step 6: Enable Triggers
Enable all triggers for full functionality.
Step 7: Test Call Flow
Test both directions to confirm the integration is working:
- Inbound — confirm Zoho opens the caller's information automatically
- Outbound — confirm calls launch and log properly
Step 8: Verify Logging
Make sure call details, recordings, and related texts or emails appear correctly in the log.
How It Works
Incoming calls trigger automatic pop-ups in Zoho with the caller's information. After the call, all relevant details are available, including a link to the recording, plus a log of related text and email exchanges.
Troubleshooting
Authentication failures: Verify your Zoho credentials are correct and that access was accepted.
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.
