Learn how to connect your Lightspeed Voice account to Shape Software to enable click-to-dial functionality from list pages, records, and other supported areas of the CRM.
Lightspeed Voice Click-to-Dial Integration
If your organization uses Lightspeed Voice for calling, Shape makes it easy to initiate outbound calls directly from the CRM using your existing Lightspeed Voice phone system.
The Lightspeed Voice Click-to-Dial integration allows users to launch outbound calls from supported areas of Shape without using Shape’s native phone system.
This integration is ideal for organizations that prefer to continue using Lightspeed Voice while still benefiting from Shape’s click-to-call workflow.
What Does the Lightspeed Voice Integration Do?
After connecting your Lightspeed Voice account, you’ll be able to:
- Click phone numbers throughout Shape to dial using Lightspeed Voice.
- Launch outbound calls directly from supported list pages and records.
- Continue using your existing Lightspeed Voice phone system.
- Avoid consuming Shape phone usage credits when placing calls through Lightspeed Voice.
Where Can I Use Click-to-Dial?
Once connected, the Lightspeed Voice option is available anywhere Shape supports compatible click-to-call actions,
Including:
- Contact record pages
- Contact management list pages
- Other supported click-to-call locations throughout the CRM
When multiple calling methods are available, you’ll see the Lightspeed Voice icon alongside Shape’s native calling option.
Connecting Lightspeed Voice
Connecting Lightspeed Voice is a two-step process.
First, you’ll create and activate the integration within Lightspeed Voice. Then you’ll enter your Lightspeed credentials into your Shape user profile.
Step 1: Create an Integration in Lightspeed Voice
Step 2: Activate Your User
After creating the integration:
You’ll use these credentials when connecting Shape.
Step 3: Enable the Integration in Shape
This enables the Lightspeed Voice integration for your organization.
Step 4: Enter Your Credentials
- Lightspeed Voice Username
- Lightspeed Voice Token
Once saved, your account is ready to use Lightspeed Voice Click-to-Dial.
Using Lightspeed Voice Click-to-Dial
After connecting your account:
No additional setup is required after your account has been connected.
Reporting & Tracking
The Lightspeed Voice integration is considered a lightweight click-to-dial integration.
Shape records basic outbound calling activity, including:
- Total outbound calls initiated
- Last outbound call date
Unlike Shape’s native phone system, the Lightspeed Voice integration does not include advanced telephony features
Such as:
- Detailed call reporting
- Call recordings
- AI-powered calling
- SMS or MMS messaging
- Call dispositions
- Advanced analytics
- Call automation
Organizations that need these capabilities should consider using Shape’s built-in phone system.
Shape Phone vs. Lightspeed Voice
Feature
Shape Native Phone
Lightspeed Voice
Click-to-dial
Uses Shape phone credits
Outbound call tracking
Advanced
Basic
AI calling features
SMS & MMS
Call recordings
Advanced reporting
Frequently Asked Questions
Does using Lightspeed Voice consume Shape phone credits?+
No. Calls placed through Lightspeed Voice use your Lightspeed Voice phone system and do not consume Shape phone usage credits.
Can I still use Shape’s native phone system?+
Yes. If your organization uses Shape’s built-in phone system, you can continue using it alongside the Lightspeed Voice integration where applicable.
What information does Shape track?+
Shape records basic outbound calling activity, including the total number of outbound calls initiated and the date of the most recent outbound call.
Why don’t I see the Lightspeed Voice calling option?+
Verify that: The Lightspeed Voice integration has been enabled in Settings → API Integrations. Your Lightspeed Voice Username and Token have been entered correctly in your Shape profile. Your user has been assigned to the integration within Lightspeed Voice. Your administrator has completed the required Lightspeed Voice configuration.
Can I send text messages through the Lightspeed Voice integration?+
No. The Lightspeed Voice integration provides click-to-dial functionality only. SMS and MMS messaging are available through Shape’s native phone system.