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Enlyft Insights (Preview)

Enlyft for Copilot provides Account and Contact Insights to enhance the existing skills of Microsoft Copilot for Sales.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio 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)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   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)
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)
Contact
Name Enlyft Support
URL https://enlyft.com/contact
Email support@enlyft.com
Connector Metadata
Publisher Enlyft.
Website https://enlyft.com
Privacy policy https://enlyft.com/privacy-policy
Categories Marketing;Sales and CRM

Enlyft for Copilot

Publisher: Enlyft

Intended Audience: B2B Sales and Marketing teams leveraging Microsoft Copilot for Sales connected to Dynamics 365 or Salesforce CRM.

Unique Value Proposition: Enlyft for Copilot empowers sales teams to identify and prioritise best-fit accounts by analysing global technology adoption signals and multiple business attributes. Within your Outlook Copilot for Sales sidecar, gain instant access to contextual account scoring and contact insights, enabling smarter outreach decisions without ever leaving your workspace.

Supported Microsoft Products and Other Software:

  • Microsoft Copilot for Sales

Prerequisites and Requirements:

  • Active Enlyft Business Edition subscription or higher
  • Enlyft connector configured in Dynamics 365 or Salesforce CRM
  • Personal API access token issued by Enlyft (obtained via support)
  • Active Copilot for Sales License

Core Operations and Deliverables:

  • Key Sales Info: Extends the Copilot for Sales sidecar within Outlook with Enlyft Insights, including:

    • ML-driven propensity scores/Account fit score, alongwith reasoning.
    • Enhance your outreach strategy with enriched contact intelligence, including linkedin URL, organizational context, and career history.

Conditions, Limitations, and Exceptions:

  • Insight coverage varies by region and industry based on Enlyft's dataset.
  • Real-time CRM connectivity is required with the Enlyft App.
  • API tokens must be managed securely—sharing or reusing tokens across applications is prohibited.
  • Usage is governed by Enlyft's service-level agreement and may be subject to rate limits.

Obtaining Credentials

Contact Enlyft Support (support@enlyft.com) to request your personal API access token. Ensure tokens remain confidential.

Known Issues and Limitations

  • No known issues.

Frequently Asked Questions

Q: What insights are included in "Key Sales Info"? A: Proprietary recommendation/account-fit scores, reasoning, and contact-level insight generated by Enlyft’s machine-learning models, enabling prioritized and personalized outreach.

Q: Can I connect both Salesforce and Dynamics365 CRM instances? A: Yes. You can configure Dynamics 365 and Salesforce instances under one Enlyft subscription, with the same API token.

Creating a connection

The connector supports the following authentication types:
Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name Type Description Required
api_key securestring The api_key for this api True

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Enrich key sales info

This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of Copilot for sales

Enrich key sales info

Operation ID:
Scp-get-sales-highlights

This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of Copilot for sales

Parameters

Name Key Required Type Description
CRM Record Type
 recordType True string

This input identifies the record type in CRM for which key sales info is requested
CRM record Id
 recordId True string

This input provides the unique identifier of the CRM record for which key sales info is requested
CRM type
 crmType string

This input indicates the type of CRM in which the CRM record exists, for which key sales info is requested
CRM Org URL
 crmOrgUrl string

This input indicates the URL of the CRM environment in which the CRM record exists, for which key sales info is requested
Top values to fetch
 top integer

This input indicates the number of sales highlights to fetch
Values to skip
 skip integer

This input indicates the number of items to skip when fetching sales highlights

Returns

Body
SalesHighlightListResponseEnvelope

Definitions

SalesHighlight

Name Path Type Description
additionalProperties
 additionalProperties object

This output indicates additional properties as name-value pairs of each related insight returned by the action.
dateTime
 dateTime date-time

This output indicates the time associated with the insight.
description
 description string

This output indicates the text of the insight to be included in key sales info.
title
 title string

This output indicates the title of citation card for the insight.
url
 url string

This output indicates the URL to learn more about the insight.

SalesHighlightListResponseEnvelope

Name Path Type Description
hasMoreResults
 hasMoreResults boolean

This indicates whether there are more results to be fetched in subsequent calls
value
 value array of SalesHighlight