Enlyft Insights (Preview)
Enlyft for Copilot helps sales teams identify and prioritise best-fit accounts using global tech adoption signals and business attributes. Integrated into Copilots, it offers instant access to contextual account scores and contact insights for smarter outreach—without leaving your workspace. For B2B teams using Copilot with Dynamics 365 or Salesforce. Includes ML-based fit scores/propensity with reasoning, enriched contact data, LinkedIn URL, org context, and career history.
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 |
| 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.
Account Plan Insights: Get various account plan insights within Sales Copilot in D365 and Teams.
- Overview, Business Objectives & Challenges, Competitive Environment, Stakeholders and Influencers
Export Contact from Enlyft: Export key contacts, discovered from account plan insights to your D365 CRM.
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.
Q: which topics are supported by account plan operation? A: Account Insights topics include:
- Overview
- Business Objectives and Challenges
- Competetive Environment
- Stakeholders and Influencers
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 |
| Get Account Plan Insights |
Action to get account plan summary for the requested website or recordId. Topic can be provided to get specific insights. |
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
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
Get Account Plan Insights
Action to get account plan summary for the requested website or recordId. Topic can be provided to get specific insights.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
RecordType
|
recordType | string |
Record type of the entity for which account plan insights are to be fetched. It can be 'contact' and email is used to get the domain out of it. |
|
|
RecordId
|
recordId | string |
Record Id of the entity for which account plan insights are to be fetched |
|
|
AuxiliaryDomain
|
auxiliaryDomain | string |
Manually provided domain or website URL for which account plan insights are to be fetched. This takes more precedence than the global context record Id. |
|
|
PlanTopic
|
planTopic | string |
Topic of the account plan for which insights are to be fetched. This helps in categorizing the insights. |
Returns
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 |
AccountPlanningResponseEnvelope
| Name | Path | Type | Description |
|---|---|---|---|
|
status
|
status | string |
Status of the API call |
|
intel_snapshots
|
data.intel_snapshots | array of IntelSnapshot |
List of account planning insights |
IntelSnapshot
| Name | Path | Type | Description |
|---|---|---|---|
|
title
|
title | string |
Title for the account plan requested |
|
description
|
description | string |
Description for the account plan requested |
|
company_name
|
additionalProperties.company_name | string |
Name of the company |
|
website
|
additionalProperties.website | string |
Website URL of the account |
|
recommendation_text
|
additionalProperties.recommendation_text | string |
Recommendation text generated by Enlyft or a custom model |
|
recommendation_score
|
additionalProperties.recommendation_score | string |
Score indicating the recommendation categorized by Enlyft or a custom model. |
|
website_tld
|
additionalProperties.website_tld | string |
Website TLD of the account |
|
ai_page_url
|
additionalProperties.ai_page_url | string |
Enlyft Account Insights page URL |
|
company_id
|
additionalProperties.account_fit.company_id | string |
Enlyft Company Id |
|
icp_label
|
additionalProperties.account_fit.icp_label | string |
ICP label to indicate if account fits in the TAM or not |
|
is_inactive
|
additionalProperties.account_fit.is_inactive | boolean |
Boolean flag indicating if the account is active or not |
|
is_secondary
|
additionalProperties.account_fit.is_secondary | boolean |
Boolean flag to indicate if the account is secondary or not |
|
is_blacklisted
|
additionalProperties.account_fit.is_blacklisted | boolean |
Boolean flag indicating if the account is blacklisted or not |
|
include_reasons
|
additionalProperties.account_fit.include_reasons | boolean |
Boolean flag to indicate of the ICP or TAM account fit reasons are included or not |
|
on_tam
|
additionalProperties.account_fit.on_tam | boolean |
Boolean flag if the account is on TAM or not |
|
related_contacts
|
additionalProperties.related_contacts | array of RelatedContact |
RelatedContact
| Name | Path | Type | Description |
|---|---|---|---|
|
company_id
|
company_id | string |
company_id |
|
person_id
|
person_id | string |
person_id |
|
person_linkedin_url
|
person_linkedin_url | string |
person_linkedin_url |
|
company_linkedin_url
|
company_linkedin_url | string |
company_linkedin_url |
|
website_tld
|
website_tld | string |
website_tld |
|
first_name
|
first_name | string |
first_name |
|
last_name
|
last_name | string |
last_name |
|
full_name
|
full_name | string |
full_name |
|
title
|
title | string |
title |
|
person_summary
|
person_summary | string |
person_summary |
|
current_role_summary
|
current_role_summary | string |
current_role_summary |
|
person_country
|
person_country | string |
person_country |
|
person_location
|
person_location | string |
person_location |
|
current_job_start_date
|
current_job_start_date | string |
current_job_start_date |
|
first_job_start_date
|
first_job_start_date | string |
first_job_start_date |
|
job_function_department
|
job_function_department | string |
job_function_department |
|
seniority
|
seniority | string |
seniority |
|
inferred_email
|
inferred_email | string |
inferred_email |
|
last_updated
|
last_updated | string |
last_updated |
|
relevance
|
relevance | float |
relevance |
|
image_url
|
image_url | string |
image_url |
|
current_job_start_date_range
|
current_job_start_date_range | string |
current_job_start_date_range |
|
rank
|
rank | integer |
rank |
|
is_recent_position_change
|
is_recent_position_change | boolean |
is_recent_position_change |
|
is_new_hire
|
is_new_hire | boolean |
is_new_hire |
|
buyer_persona_id
|
buyer_persona_id | string |
buyer_persona_id |
|
masked
|
masked | boolean |
masked |