Lightspeed Voice

How to setup the CustomerIQ integration with Lightspeed Voice

The Lightspeed Voice integration automatically syncs your call recordings to CustomerIQ immediately after the call.

Prerequisites

Before you begin, you'll need:

• Admin access to your Lightspeed Voice account

• Permission to create new users in Lightspeed Voice

• Admin or integration setup permissions in CustomerIQ

Step 1: Choose or Create a Lightspeed User

You have two options for connecting CustomerIQ to Lightspeed Voice:

Option A: Use an Existing User

Use your own Lightspeed user account or another team member's user account. This is the quickest option if the user already has the necessary permissions.

Option B: Create a New User (Recommended)

Create a dedicated user for the integration. We recommend using an email alias that routes to your inbox, such as:

• [email protected]

Why use an email alias?

• You'll receive the password setup email directly

• Maintains separation between the integration and personal accounts

• Easy to manage without creating a separate email inbox

To create the user:

1. Log into Lightspeed Voice as an admin

2. Navigate to Flyout Menu > Management > Account Settings > Users

3. Create a new user with your email alias

4. Check your inbox for the password setup email from Lightspeed

5. Complete the password setup process

6. Note the email address and password—you'll need these for CustomerIQ

Step 2: Authenticate Lightspeed in CustomerIQ

In CustomerIQ:

1. Navigate to Settings > Integrations > Lightspeed Voice

2. Enter the email address and password of your Lightspeed user

3. Click Save

4. Now, copy the Webhook URL to your clipboard and head to Lightspeed

In Lightspeed

1. Login as an admin

2. Go to: Management > Integrations > Zapier.

3. Create a new integration named "CustomerIQ"

4. Then scroll down to "Triggers" and find "Send Call Data on Hangup" and click to expand.

5. Paste the webhook from CustomerIQ

6. Click Save

What to Expect

• First sync: Your call recordings should appear in your CustomerIQ workspace within the next hour

• Ongoing syncs: CustomerIQ will automatically receive recordings as they're available

Troubleshooting

Authentication failed?

• Verify the email and password are correct

• Ensure the user account is active in Lightspeed Voice

No recordings appearing?

• Check that calls were actually recorded in Lightspeed Voice during the sync period

• Verify your CustomerIQ workspace settings aren't filtering out the recordings

• Wait up to one hour after initial setup for the first automated sync to complete

Need to update credentials? You can update the password or switch to a different Lightspeed user at any time in Settings > Integrations > Lightspeed Voice.

Security Considerations

• Use a strong, unique password for your integration user

• Regularly audit which users have bulk recording permissions

• If using a dedicated user, consider disabling it if you need to temporarily pause the integration

• Review your integrated recordings periodically to ensure sync is working as expected

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Questions? Contact our support team at [email protected]