Overview
This article explains how to connect Lightspeed Voice to Wealthbox, so incoming client calls automatically surface the right contact record and log a note of the call. No walkthrough video is currently available for this integration.
What is Lightspeed Voice?
Lightspeed Voice is a cloud-based VoIP phone provider that combines a full communications platform with automated sales performance tools. It integrates directly with Wealthbox to connect phone activity to client records.
How does it work?
When an advisor answers a call from a contact set up in Wealthbox, that contact's page automatically opens in the browser, so there's no need to search for them manually. Once the call ends, a note is automatically added to that contact's record, including who answered the call, the duration of the call, and a link to the call recording for replay at any time.
Step-by-step setup instructions
- Go to the Lightspeed Voice integration setup page.
- Enter your Wealthbox token in the token field.
- Select which users you want to activate the automated features for.
- Select which triggers you want enabled for this integration.
- Save your settings.
- Place a test call to confirm the matching Wealthbox contact record opens automatically when the call is answered.
- Check the contact's record in Wealthbox to confirm the call note, including who answered, the call duration, and the recording link, was added correctly.
Troubleshooting steps
- Issue: The Wealthbox contact record doesn't open automatically when a call comes in. Solution: Confirm the calling user is included in the list of activated users on the integration setup page, and confirm the incoming number matches the phone number saved on the Wealthbox contact record.
- Issue: No call note appears in Wealthbox after a call. Solution: Confirm the relevant trigger is enabled on the integration setup page, and confirm your Wealthbox token is still valid.
- Issue: The recording link in the call note doesn't play. Solution: Confirm the recording exists in Lightspeed Voice and that your account has permission to access call recordings.
FAQ
- Where do I find my Wealthbox token? The token is entered on the Lightspeed Voice integration setup page to authorize the connection with your Wealthbox account.
- Can I choose which users have this integration enabled? Yes. The setup page lets you select which users the automated features apply to.
- Can I control which actions trigger the automation? Yes. The setup page lets you choose which triggers are enabled for the integration.
- What information is included in the automatic call note? The note includes who answered the call, the duration of the call, and a link to the call recording.