Highspot (Preview)
Highspot Content Management and Digital Sales Rooms for Sales Copilot
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Highspot Support |
| URL | https://help.highspot.com/ |
| support@highspot.com |
| Connector Metadata | |
|---|---|
| Publisher | Highspot |
| Website | https://www.highspot.com |
| Privacy policy | https://www.highspot.com/privacy |
| Categories | Content and Files;Productivity |
Title
Companies use Highspot to improve the productivity of their sales teams. Using Highspot for Copilot for Sales you can receive Highspot engagement insights and Digital Rooms directly in your workflow.
Publisher: Publisher's Name
Highspot
Prerequisites
You must be a licensed Highspot user
Supported Operations
Get Related Digital Room Activities
Get Highspot digital room engagement activity related to a CRM object
Get Related Digital Rooms
Get Digital Rooms related to a CRM object
Obtaining Credentials
Once the Highspot custom connector is installed in your tenant, open the Copilot for Sales side pane, and you will be prompted to sign into Highspot. Log in using your Highspot credentials there to obtain tokens that can be used to perform the operations for the Highspot custom connector.
Deployment Instructions
Admins need to add the Highspot custom connector to their tenant. Users will then be prompted to sign into Highspot through the Copilot for Sales side pane.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| This action displays additional insights related to a CRM record |
This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales |
| This action gets records related to a CRM record |
This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales |
This action displays additional insights related to a CRM record
This action gets additional sales insights related to a CRM record that will be shown in the C4S record summary card. The action enhances the existing skills of copilot for sales
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
recordType
|
recordType | True | string |
This input indicates the entity or object type in CRM for which insights are requested |
|
recordId
|
recordId | True | string |
This input indicates the unique identifier of the CRM record for which insights are requested |
|
startDateTime
|
startDateTime | date-time |
This input indicates the start date and time for insights requested |
|
|
endDateTime
|
endDateTime | date-time |
This input indicates the end date and time for insights requested |
|
|
top
|
top | integer |
This input indicates the number of insights to fetch |
|
|
skip
|
skip | integer |
This input indicates the number of insights to skip |
|
|
crmType
|
crmType | string |
This input indicates the type of CRM in which the CRM record exists, for which insights are requested |
|
|
crmOrgUrl
|
crmOrgUrl | string |
This input indicates the URL of the CRM in which the CRM record exists, for which insights are requested |
Returns
This action gets records related to a CRM record
This action gets records related to a CRM record. The action enhances the existing skills of Copilot for Sales
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
recordType
|
recordType | True | string |
This input identifies the record type in CRM for which related records are requested |
|
recordId
|
recordId | True | string |
This input provides the unique identifier of the CRM record for which related records are requested |
|
top
|
top | integer |
This input indicates the number of related records to fetch |
|
|
skip
|
skip | integer |
This input indicates the number of records to skip when fetching related records |
|
|
crmType
|
crmType | string |
This input indicates the type of CRM the related records are fetched from |
|
|
crmOrgUrl
|
crmOrgUrl | string |
This input indicates the URL of the CRM environment the related records are fetched from |
Returns
Definitions
Activity
| Name | Path | Type | Description |
|---|---|---|---|
|
title
|
title | string |
This output indicates the title of the activity in the citation card |
|
description
|
description | string |
This output indicates the description of the insight |
|
dateTime
|
dateTime | date-time |
This output indicates the time associated with the insight |
|
url
|
url | string |
This output indicates the URL to open insight |
|
additionalProperties
|
additionalProperties | object |
This output indicates additional properties displayed in the detailed view of the insight |
ActivityListResponseEnvelope
| Name | Path | Type | Description |
|---|---|---|---|
|
value
|
value | array of Activity | |
|
hasMoreResults
|
hasMoreResults | boolean |
ExternalRelatedRecord
| Name | Path | Type | Description |
|---|---|---|---|
|
recordId
|
recordId | string |
This output uniquely identifies each related record returned by the action |
|
recordTypeDisplayName
|
recordTypeDisplayName | string |
This output indicates the display name of record type of each related record returned by the action |
|
recordTitle
|
recordTitle | string |
This output indicates the plural display name of the record type of each related record returned by the action |
|
recordTypePluralDisplayName
|
recordTypePluralDisplayName | string |
This output indicates the type of each related record returned by the action |
|
recordType
|
recordType | string |
This output indicates the title of each related record returned by the action |
|
url
|
url | string |
This output indicates the URL of each related record returned by the action |
|
additionalProperties
|
additionalProperties | object |
This output indicates additional properties as name-value pairs of each related record returned by the action |
ExternalRelatedRecordListResponseEnvelope
| Name | Path | Type | Description |
|---|---|---|---|
|
value
|
value | array of ExternalRelatedRecord | |
|
hasMoreResults
|
hasMoreResults | boolean |