Getting Started
Lightspeed Voice integrations connect your phone system with your CRM so that caller information appears automatically when a call is received. Once connected, your CRM can display customer records, log calls, and help your team respond faster without switching between systems.
Integrations are configured directly inside the Orbit Desktop App.
To begin, open Orbit and navigate to:
Settings → Integrations
From there you can choose your CRM and launch the connection wizard.
Supported Integrations
Lightspeed Voice currently supports integrations with the following CRM platforms:
Additional integrations may be added over time.
Integration Setup
Follow these steps to connect your CRM.
1. Open Integrations
Launch the Orbit Desktop App, then go to:
Settings → Integrations
You will see a list of available CRM integrations.
2. Select Your CRM
Choose the CRM your organization uses and click Connect.
3. Enter Your Credentials
You will be prompted to sign in using your CRM credentials.
Depending on the platform, you may also be asked to authorize Lightspeed Voice to access your account.
4. Authorize the Connection
Complete the authorization process when prompted. This allows Orbit to securely communicate with your CRM.
5. Confirm the Integration
Once connected, your CRM will appear as Active in the Integrations list.
What Happens After Setup
Once the integration is active, Orbit can automatically interact with your CRM during calls.
Depending on the CRM platform, this may include:
- Caller Identification – Customer records appear when a call is received
- Click-to-Call – Dial numbers directly from your CRM
- Automatic Call Logging – Calls are recorded in the customer record
- Screen Pop – Relevant contact details open automatically
Feature availability varies by CRM platform.
Testing the Integration
After completing setup, it’s a good idea to confirm everything is working properly.
- Make a test call to a number associated with a contact in your CRM.
- Verify that the contact record appears automatically.
- Confirm the call is logged in the customer record after the call ends.
If the contact record does not appear, check that the phone number format in your CRM matches the format used by your phone system.
Troubleshooting
If the integration does not connect or stops working:
- Verify your CRM credentials are correct
- Ensure the integration shows Active in Orbit
- Restart the Orbit Desktop App
- Disconnect and reconnect the integration if necessary
If issues persist, contact Lightspeed Voice Support for assistance.
