Which CRMs does SCOUT write to?

HubSpot Deals, Salesforce Opportunities, and Dynamics 365 Opportunities. Same SCOUT fields. Unanet is coming soon.

Does a CRM land also notify Slack?

Yes, if Slack or Discord is connected. The channel gets the deal name, CRM link when we have it, the SCOUT report URL, and created vs updated. Optional Slack Capture lead @mention. Teams is not live.

Which plan includes Integrations?

Export (email CSV and signed webhook) is on any SCOUT account. CRM and Chat start at Tactics. Not on Free, MCP Trial, or Explorer.

Do I connect HubSpot from ChatGPT?

No. Connect CRM and Slack in SCOUT Account Settings. The land is a sentence in ChatGPT, Claude, or Cursor via SCOUT MCP.

Is this a two-way CRM sync?

No. SCOUT pushes. CRM edits do not flow back. Stage and owner stay in the CRM. SCOUT writes one inbound default stage on create.

Does “the deal” dump my weekly feed?

No. One named record, or the first row in the session. Weekly feeds are a separate path.

Now available

Others push a record. SCOUT runs the play: deal written, report attached, capture lead notified, from one instruction.

Runs where you already work: ChatGPT, Claude, Cursor. Ask for the intel, then say what to do with it.

After the intel, say this

Update the HubSpot deal with the latest recompete intel and notify the capture lead in Slack.

See how it works See Tactics pricing

Connect the CRM in SCOUT first. Salesforce or Dynamics: swap the names.

ChatGPT · Claude · Cursor

You

Find expiring GSA cloud BPA recompetes.

SCOUT

12 expiring GSA cloud BPAs. 4 inside 180 days. Report ready.

You

Update the HubSpot deal with the latest recompete intel and notify the capture lead in Slack.

SCOUT

Updated Cloud BPA in HubSpot. Slack posted to #capture. @alex mentioned.

No new tab. SCOUT runs in the assistant you're already in.

How SCOUT lands it·HubSpot·Salesforce·Dynamics·Slack

Why it exists

Intel is in the chat. Pipeline is in the CRM.

Other govcon tools hand you a CSV. After destinations are connected once, SCOUT writes the record. You do not open another tab to paste.

SCOUT Account Settings Integrations panel with HubSpot, Salesforce, Dynamics, Slack, Discord, email CSV, and webhook destinations — One CRM. Slack or Discord. Then land is a sentence.

Connect once

Account Settings → Integrations. One CRM. Slack or Discord. Optional Capture lead.

Run intel in the same chat

Ask for the recompete first. “Find expiring GSA cloud BPA recompetes.”

Land this deal

Named record, or the first row. Two CRM matches: SCOUT asks.

CRM and Chat start at Tactics (Pilot included). Export is on any account. Not Free, MCP Trial, or Explorer.

In Salesforce

The Opportunity is already in the CRM

Details tab. Report URL as next step. Named contact on the record. Stage stays yours.

Salesforce Opportunity Details for Heavy Construction and Industrial Equipment — SCOUT report URL as next step, Dawn Jackson on Contact Roles — Missouri Office of Administration — Details, SCOUT report URL, Dawn Jackson on Contact Roles.

Salesforce Opportunities

Three layers

CRM, Chat, Export

SCOUT pushes. Unanet, Teams, and Sheets stay gray until they are live.

CRM

HubSpot, Salesforce, Dynamics 365

HubSpot Deals, Salesforce or Dynamics Opportunities. Same SCOUT fields.

Live todayStarts at Tactics

See CRM

Chat

Slack and Discord

The channel gets the deal name, CRM link, and report URL. Optional Slack @mention.

Slack, DiscordStarts at TacticsTeams coming soon

See Chat

Export

Email CSV and signed webhook

Email CSV or a signed webhook when you still need a file.

Live todayAny accountGoogle Sheets coming soon

See Export

Not live: Unanet, Microsoft Teams, Google Sheets.

Same fields, every CRM

Same facts on every CRM

Stage and owner stay yours. No Fit Score, PWin, or GO/NO-GO.

Title
Close date (PoP end or response deadline)
SCOUT report URL
Dossier URL
NAICS
PSC
Incumbent
Solicitation
Recompete flag

See Tactics pricing Talk to us

HubSpot companies list after a SCOUT accounts feed — incumbents landed as company records — Accounts feeds push incumbents as companies. Pipeline feeds push open opportunities or expiring recompetes as deals.

Other prompts that work

Swap the names

HubSpot → Salesforce or Dynamics. Slack → Discord.

Which CRM integrations do I have connected?

Status check before you land.

Land this recompete into HubSpot and notify Slack.

Shorter. Same land.

Update the HubSpot deal for [PIID or title] and notify Slack.

Name the record when the session has more than one.

Update the Salesforce opportunity with the latest recompete intel and notify Slack.

Same land. Opportunity, not Deal.

What stage is the Cloud BPA deal in HubSpot?

SCOUT looks at what it already wrote, then the live CRM. If two records match, it asks which one.

Push my Missouri recompete feed into Dynamics.

Weekly feed. Batch, not “this deal.”

MCP

Destinations live in SCOUT. The chat is just where you type.

Connect CRM and Slack in Account Settings. SCOUT MCP is how ChatGPT, Claude, or Cursor can run the land.

SCOUT MCP Open docs

FAQ

Questions

Which CRMs does SCOUT write to?: HubSpot Deals, Salesforce Opportunities, and Dynamics 365 Opportunities. Same SCOUT fields. Unanet is coming soon.
Does a CRM land also notify Slack?: Yes, if Slack or Discord is connected. The channel gets the deal name, CRM link when we have it, the SCOUT report URL, and created vs updated. Optional Slack Capture lead @mention. Teams is not live.
Which plan includes Integrations?: Export (email CSV and signed webhook) is on any SCOUT account. CRM and Chat start at Tactics. Not on Free, MCP Trial, or Explorer.
Do I connect HubSpot from ChatGPT?: No. Connect CRM and Slack in SCOUT Account Settings. The land is a sentence in ChatGPT, Claude, or Cursor via SCOUT MCP.
Is this a two-way CRM sync?: No. SCOUT pushes. CRM edits do not flow back. Stage and owner stay in the CRM. SCOUT writes one inbound default stage on create.
Does “the deal” dump my weekly feed?: No. One named record, or the first row in the session. Weekly feeds are a separate path.

Next step

Connect in SCOUT, or tell us the stack

Tactics and above: Account Settings, then the prompt. Still deciding: price it, or send HubSpot / Salesforce / Dynamics.

See Tactics pricing Talk to us

SCOUT pushes one way. CRM edits do not flow back. Report URLs on the record are the intel. Empty Slack means Chat is not connected. Slack is a pasted bot token — no Sign in, no DMs, no Ask SCOUT in Slack. SCOUT does not write Fit Score, PWin, or GO/NO-GO, and does not change stage or owner after create.