Call through Lightspeed Voice without leaving Shape
If your organization uses Lightspeed Voice, you can start outbound calls right from Shape using your existing Lightspeed Voice phone system, without Shape’s native phone. Your team keeps Lightspeed Voice and still gets Shape’s click-to-call workflow.
Good to know: Lightspeed Voice is a basic click-to-dial integration. Calls happen in Lightspeed Voice, outside Shape, so Time Zone Protect, recordings, AI, texting, and detailed reporting don’t apply.
What the integration does
- Click phone numbers in Shape to dial with Lightspeed Voice
- Launch outbound calls from record pages and list pages
- Keep using your existing Lightspeed Voice phone system
- Place calls without using Shape phone credits
When more than one calling method is available, you’ll see the Lightspeed Voice icon next to Shape’s native calling option.
Connect Lightspeed Voice
Setup has two parts: an administrator creates the integration in Lightspeed Voice and turns it on in Shape, then each user adds their own Lightspeed credentials to their Shape profile.
Create the integration in Lightspeed Voice
- Sign in to Lightspeed Voice.
- Go to Management › Lead Settings › Integrations.
- Select + to create a new integration.
- Fill in the requested information.
- Select Save & Continue.
Assign your users
- Find the Users section of the integration.
- Turn on the Assigned toggle next to each user.
- Each assigned user’s Username and Token become available. They’ll need these for Shape.
Turn it on in Shape
- Go to Settings › API Integrations.
- Find Lightspeed Voice.
- Select Connect. This turns it on for your organization.
Each user adds their credentials
- Open Profile Settings by selecting your profile picture in the upper-right corner.
- Select the Phone tab.
- Enter your Lightspeed Voice Username and Lightspeed Voice Token.
- Save your profile.
You’re ready to dial.
Using Lightspeed Voice Click-to-Dial
- Find a phone number in Shape.
- Select the Lightspeed Voice calling option.
- The call starts through your connected Lightspeed Voice account.
Time Zone Protect doesn’t apply to Lightspeed Voice calls
Shape’s Time Zone Protect checks each lead’s local calling hours and warns users before they call outside them. It only works on calls placed through Shape.
Lightspeed Voice calls happen outside Shape. Shape has no control over Lightspeed Voice, so it can’t block or warn on these calls, even if the lead is outside their calling hours and even if your account has Time Zone Protect turned on.
Before you dial with Lightspeed Voice:
- Check the lead’s local time yourself. Shape determines it from the lead’s address first (ZIP code, then state), so the phone number’s area code may not match where they live.
- Check whether Lightspeed Voice offers its own calling-hour controls, and set them up if your organization needs them.
- Make sure your team knows Shape’s warnings won’t appear when dialing through Lightspeed Voice.
If you want calling hours enforced automatically, use Shape’s native phone system.
Reporting and tracking
Shape records basic outbound activity for Lightspeed Voice calls: total outbound calls initiated and last outbound call date. It doesn’t include detailed call reporting, recordings, AI calling, SMS or MMS, call dispositions, advanced analytics, or call automation. Organizations that need those should use Shape’s built-in phone system.
Shape phone vs. Lightspeed Voice
| Feature | Shape native phone | Lightspeed Voice |
|---|---|---|
| Click-to-dial | Yes | Yes |
| Uses Shape phone credits | Yes | No |
| Outbound call tracking | Advanced | Basic |
| Time Zone Protect calling hours | Yes, when turned on | No |
| AI calling features | Yes | No |
| SMS and MMS | Yes | No |
| Call recordings | Yes | No |
| Advanced reporting | Yes | No |
Troubleshooting
I don’t see the Lightspeed Voice option, or calls don’t start
Work through these in order:
- Is it turned on in Shape? An admin checks Settings › API Integrations › Lightspeed Voice is connected.
- Are you assigned in Lightspeed Voice? In the integration’s Users section, the Assigned toggle must be on next to your name. Your Username and Token only appear once you’re assigned.
- Are your credentials in Shape correct? Re-enter your Lightspeed Voice Username and Token in Profile Settings › Phone, and save.
- Was the integration finished in Lightspeed Voice? An admin confirms it was saved with Save & Continue.
Still stuck? Contact Shape Support with the user’s name and the time they tried to call.
Frequently asked questions
Does Lightspeed Voice use Shape phone credits?+
No. Calls go through your Lightspeed Voice phone system.
Can I still use Shape’s native phone system?+
Yes. You can use it alongside Lightspeed Voice.
Does Time Zone Protect apply to Lightspeed Voice calls?+
No. Lightspeed Voice calls happen outside Shape, so Shape can’t block or warn on them, even outside the lead’s calling hours. Check the lead’s local time before dialing, or use Shape’s native phone if you want calling hours enforced.
What does Shape track?+
The total number of outbound calls initiated and the date of the most recent one.
Do I need to set this up myself?+
Partly. An administrator creates the integration in Lightspeed Voice, assigns users, and turns it on in Shape. Each user then adds their own Lightspeed Voice Username and Token in Profile Settings › Phone.
Why don’t I see the Lightspeed Voice calling option?+
Check that Lightspeed Voice is turned on in Settings › API Integrations, your Username and Token are entered correctly in your Shape profile, you’re assigned to the integration in Lightspeed Voice, and your administrator finished the Lightspeed Voice setup.
Can I send texts through Lightspeed Voice?+
No. The integration is click-to-dial only. Texting is available through Shape’s native phone system.
Need help?+
Email help@setshape.com, call Support at (888) 718-6344, or visit setshape.com/support.
Related guides: Time Zone Protect · 8x8 Click-to-Dial · RingCentral Click-to-Dial