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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/
Email [email protected]
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 Highspot digital room engagement activity related to a CRM object

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
Operation ID:
scp-get-related-activities

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

Body
ActivityListResponseEnvelope
Operation ID:
scp-get-related-records

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

Body
ExternalRelatedRecordListResponseEnvelope

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