OpenText Exstream - Highspot Integration and Automation

Common Integration Use Cases Between OpenText Exstream and Highspot

1. Personalized customer communication templates made available to sales teams

Data flow: OpenText Exstream ? Highspot

OpenText Exstream can generate approved, personalized communication templates such as renewal notices, policy summaries, billing explanations, and service letters. These assets can be published into Highspot so sales and account teams can quickly access the latest customer-ready versions during outreach.

• Ensures sales uses compliant, brand-approved messaging
• Reduces time spent searching for the right communication template
• Improves consistency across customer-facing teams

2. Triggered follow-up content after customer communications

Data flow: OpenText Exstream ? Highspot

When OpenText Exstream sends a statement, policy update, claim notice, or billing communication, Highspot can surface relevant follow-up content for sales or service teams. For example, after a policy renewal notice is issued, Highspot can recommend objection-handling guides, renewal talk tracks, or cross-sell materials.

• Supports timely outreach based on customer communication events
• Helps teams respond with the right content at the right moment
• Improves conversion and retention opportunities

3. Approved communication content library for regulated industries

Data flow: OpenText Exstream ? Highspot

Organizations in financial services, insurance, and utilities can use OpenText Exstream as the source of approved customer communication content and distribute it into Highspot as a governed content library. Highspot then becomes the access point for sales and customer-facing teams to retrieve compliant materials.

• Strengthens governance over regulated content
• Reduces risk of outdated or non-compliant messaging
• Improves audit readiness and content control

4. Sales enablement content embedded into customer communication workflows

Data flow: Highspot ? OpenText Exstream

Highspot can provide sales playbooks, product sheets, and buyer engagement assets that are approved for inclusion in customer communications generated by OpenText Exstream. For example, a renewal letter or service notice can include a relevant Highspot-approved brochure, FAQ, or next-step guide.

• Creates a more complete customer communication package
• Aligns sales messaging with formal customer correspondence
• Increases engagement with relevant supporting content

5. Content usage insights to improve communication design

Data flow: Highspot ? OpenText Exstream

Highspot usage analytics can identify which sales assets perform best with buyers, such as brochures, comparison sheets, or objection-handling guides. Those insights can be fed back to OpenText Exstream teams to influence the design of customer communications and improve response rates.

• Uses buyer engagement data to refine communication strategy
• Helps prioritize high-performing content formats and messages
• Improves effectiveness of customer outreach and retention campaigns

6. Cross-functional content governance and version control

Data flow: Bi-directional

OpenText Exstream can act as the system of record for approved customer communication content, while Highspot distributes that content to sales teams. Updates made in Exstream can automatically refresh the corresponding assets in Highspot, ensuring both platforms reflect the same approved version.

• Eliminates duplicate content maintenance
• Prevents teams from using outdated materials
• Supports centralized governance with distributed access

7. Customer lifecycle campaign alignment between communications and sales follow-up

Data flow: OpenText Exstream ? Highspot

OpenText Exstream can generate lifecycle communications such as onboarding letters, renewal reminders, or policy changes. Highspot can then deliver the matching sales follow-up content, such as onboarding checklists, renewal scripts, or upsell materials, to the appropriate team based on the communication type.

• Improves coordination between customer communications and sales actions
• Supports lifecycle-based engagement programs
• Helps teams act consistently across the customer journey

8. Training and readiness for customer communication campaigns

Data flow: OpenText Exstream ? Highspot

Before a major communication campaign launches, OpenText Exstream can provide the final approved message set to Highspot so sales teams can be trained on the exact wording, timing, and customer response scenarios. Highspot can then host training modules, talk tracks, and FAQs tied to that campaign.

• Improves sales readiness before customer communications go live
• Reduces confusion during campaign execution
• Ensures teams are aligned on messaging and response handling