Overview
Contact support@responsive.io to access this feature or request enablement.
With the Highspot integration, users can import files from Highspot into Responsive. This is useful for users who would like any sales documentation stored in Highspot to be added easily to Responsive.
Setting Up the Highspot Integration
- Go to Organization Settings > Integrations > Collaboration and click Configure associated with Highspot.
- Turn on the Enable Account toggle.
- In another window, go to Highspot and click on your profile image from the top right-hand corner, then click Settings > Developer.
- Copy the URL, Key, and Secret, then ensure that API Impersonation is enabled.
- Go back to Responsive and enter Highspot URL, Key, and Secret in their respective fields.
- Click Connect, then click Save.
Adding Highspot Documents to Responsive
Highspot documents can be added wherever adding documents and attaching files is available in Responsive (such as attaching files to Q&A pairs or adding documents to the Document library). For example, to add a Highspot document to the Document library:
- Click New from the Content Library and select Document(s). The Add Document(s) pop-up appears.
- Select Highspot from the list of options, select the documents you want to add, then click Add Content.
- Click Next.
Exporting Responses to Highspot
- Go to the Project Dashboard of a Project, click the Menu and select Export Responses.
- From the list of export packages, click the Menu next to the package you want to export and select Publish to Highspot.
Note: If you don't have any export packages available, you will need to generate one. - Select the spot to publish the package, then click Publish.
Note: Users can only publish to spots where they have Read & Write access. - Export packages that have been added to Highspot will show a Highspot icon next to the package name.
Note: Publishing an export package more than once can cause duplicate files in Highspot. See Highspot settings to manage duplicates.