Skip to content
finn.
Integrations Highspot

Integration · Sales and marketing

Highspot + Finn.

Highspot integration with Finn. Highspot organizes sales content, training, and buyer engagement resources.

Discuss this integration Explore the workflows

The work behind the connection

What you can do with Highspot.

Highspot organizes sales content, training, and buyer engagement resources.

Build and maintain the buyer's deal workspace

Finn runs the deal-content work that otherwise falls between the account executive and sales enablement team.

Typically handled bySales enablement specialist

Starts when

A qualified opportunity reaches the buyer evaluation stage.

What Finn handles

  1. Read the buyer's needs and agreed next steps from Salesforce and the account team's meeting notes.
  2. Select the current Highspot presentations, technical resources and references, then assemble the buyer's digital sales room.
  3. Ask the content owner to approve any new external material before sharing it, and send the buyer the room and next-step instructions.
  4. Use engagement signals and buyer responses to deliver the relevant follow-up and record activity against the Salesforce opportunity.

The result

The buyer has an organized evaluation workspace and the account record reflects the completed follow-up.

Carry a product launch into the sales team's daily work

Finn coordinates the enablement launch from approved material to field use.

Typically handled byProduct marketing and sales enablement team

Starts when

A product launch has a confirmed release date and approved messaging.

What Finn handles

  1. Collect the final positioning, audience, assets and launch instructions from product marketing.
  2. Organize the Highspot content and sales play, making review requests for any unfinished or outdated asset.
  3. After the publishing owner signs off, release the play and notify the relevant sellers through Slack or Outlook.
  4. Track training and content engagement, answer routine asset questions and record the remaining coaching needs for managers.

The result

The launch play is published, sellers receive the right materials and enablement follow-up is recorded.

Run a new seller's enablement program

Finn coordinates the training and content administration behind a sales hire's ramp.

Typically handled bySales onboarding coordinator

Starts when

A new seller joins a role-specific onboarding cohort.

What Finn handles

  1. Read the seller's role, territory and start date from Workday and select the enablement program chosen by the sales manager.
  2. Coordinate Highspot learning assignments, introductory content and coaching sessions in the connected calendar.
  3. Follow up on missing learning activity and collect the seller's practice submissions for the assigned coach.
  4. Record the coach's assessment and completed training, then provide the manager with remaining assignments and due dates.

The result

The seller's onboarding work is completed or explicitly assigned, with readiness decisions made by the coach.

Keep sellers from using expired collateral

Finn runs the content maintenance cycle across the sales library.

Typically handled bySales content operations manager

Starts when

A product, price, policy or brand change makes existing collateral due for review.

What Finn handles

  1. Find the affected Highspot assets and the sales plays or buyer workspaces that reference them.
  2. Collect replacements from the content owners and flag assets whose claims or instructions need a publishing decision.
  3. Publish the owner's selected replacements and retire or replace obsolete content using the available library controls.
  4. Notify affected sellers and update the linked materials in active buyer workspaces.

The result

The sales library and active deal materials use the current approved content.

Launch a partner enablement program

Finn coordinates the content and training work needed to equip a partner's sellers.

Typically handled byPartner enablement coordinator

Starts when

A partner is accepted into a sales program.

What Finn handles

  1. Read the partner's program, audience and agreed offering from Salesforce and the partner agreement.
  2. Assemble the Highspot content and learning materials intended for that partner, keeping internal-only assets out of the workspace.
  3. Send the partner's contacts their enablement instructions and coordinate orientation through Outlook or Google Calendar.
  4. Follow up on training and material requests, resolve routine access administration and record the partner's completed onboarding.

The result

The partner has the correct selling materials, completed orientation and a documented enablement status.

Turn a coaching decision into completed practice

Finn handles the scheduling and follow-through around a manager's sales coaching plan.

Typically handled bySales coaching coordinator

Starts when

A manager identifies a skill to improve after reviewing seller activity.

What Finn handles

  1. Read the manager's coaching objective and select the relevant Highspot training and example content.
  2. Schedule practice sessions, send preparation materials and collect the seller's assigned work.
  3. Bring the practice evidence to the coach, then record the coach's feedback and next exercise.
  4. Follow the agreed exercises to completion and update the manager with the completed work and remaining assessment.

The result

The coaching program produces completed practice and recorded feedback, rather than an untracked recommendation.

Connect content performance to the next content release

Finn completes the operational cycle behind a sales content review.

Typically handled byRevenue enablement analyst and content manager

Starts when

The sales team reviews content performance for a campaign or quarter.

What Finn handles

  1. Gather Highspot content usage and buyer engagement, then connect the relevant opportunity context from Salesforce.
  2. Identify frequently requested gaps, unused assets and material associated with active evaluations without claiming content caused revenue.
  3. Create the specific content revision tasks in Asana and collect the owners' changes.
  4. After content approval, publish the revisions and record which findings were addressed in the next review.

The result

The performance review results in released content improvements and a recorded follow-up plan.

Prepare and follow through on a major buyer meeting

Finn handles the materials, logistics and promised resources around an account team's presentation.

Typically handled byAccount executive's sales support coordinator

Starts when

A buyer workshop or executive presentation is booked.

What Finn handles

  1. Read the meeting agenda, attendee roles and open questions from Salesforce and Outlook.
  2. Assemble the relevant Highspot assets into the meeting package and collect answers from the account team for unresolved issues.
  3. Send the final resources at the account owner's selected time and coordinate any missing presentation material.
  4. After the meeting, deliver the promised assets, update the buyer workspace and record follow-up tasks in Salesforce.

The result

The meeting has the correct materials and every promised resource has a recorded delivery or owner.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Highspot.

The Finn platform

Finn Agents

Help customers. Work with your team. Finish the job.

Explore Agents

Finn Systems

Business apps for the work behind the conversation.

Explore Systems

Finn AI Gateway

Control connected AI apps, models, access, and spending.

Explore AI Gateway

Meet Finn

Put your Highspot integration to work.

Tell us which records, actions, and teams the connection needs to support.

Discuss your workflow Get started