Overview
The eVo integration connects Lightspeed Voice directly to your eVo account. Once connected, calls trigger automatic pop-ups with caller details, and you can access recordings, data, texts, and emails without leaving eVo.
Before You Begin
Before starting setup, make sure you have:
- An active Lightspeed Voice account with Dashboard access
- The Orbit desktop app installed
- Valid eVo login credentials
- Appropriate user permissions for integrations
Step-by-Step Setup
Step 1: Install Orbit
Download Orbit from the Dashboard by clicking the gear icon, install it, and sign in using your Lightspeed Voice credentials.
Step 2: Create the Integration in the Dashboard
Go to Management → Lead Settings → Integrations. Click the + icon to start a new integration.
- Enter the integration name as eVo
- Select eVo as the vendor
Step 3: Assign Users
Enable users individually, or select all users and assign them at once.
Step 4: Authenticate eVo
Enter your eVo credentials to establish the connection.
Step 5: Configure Call Pop Settings
Adjust your Orbit Call Pop settings on the Integration page or in Orbit under Integrations. Choose None, Inbound, Outbound, or All. All is recommended.
Step 6: Enable Triggers
Enable all triggers for full functionality.
Step 7: Test Call Flow
Test both directions to confirm the integration is working:
- Inbound — confirm eVo opens the caller's information automatically
- Outbound — confirm calls launch and pop up correctly
Step 8: Verify Logging
Make sure call logs include recordings, data, and a log of related texts and emails.
How It Works
Incoming and outbound calls trigger automatic pop-ups in eVo with caller details. After the call, you can access call recordings, data, texts, and emails — all conveniently organized in one location.
Troubleshooting
Authentication failures: Verify your eVo credentials are correct.
No pop-ups: Make sure Orbit is running and Call Pop is enabled.
No logs: Confirm triggers are enabled for the integration.
Number Porting Note
If you're porting an existing number, test the integration again after the port completes to confirm DID routing and user assignment are correct.
Need More Help?
Email help@lightspeedvoice.com or call 941-564-3010 for assistance.
