Chat

A CRM land posts to Slack or Discord

Deal name, CRM link, report URL, created vs updated. Optional Slack @mention. Channel only.

Slack·HubSpot

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

SCOUT Slack destination connected with a pipeline feed, dry-run, and push to Slack
Paste a bot token. Pick a channel. No Slack Sign in.
What the channel sees
  • Deal name plus created vs updated.
  • CRM link when SCOUT has one — so the capture lead opens the record, not a CSV.
  • SCOUT report URL — the intel that justified the land.
  • Optional @mention if Capture lead is set in Account Settings. Without it, the channel still gets the line.
Feeds into the channel

Standing push, or when the report runs

Weekly and monthly feeds are batch. The chat land still posts the channel when Chat is connected.

Add a feed wizard choosing Accounts or Pipeline, then open opportunities or expiring recompetes for Slack
Feed schedule step with weekly, monthly, or when this report runs

Live

Slack

Bot token + channel. Capture lead optional. Channel notify only.

Live

Discord

Same notice as Slack. Webhook destination. No invented members.

Coming soon

Microsoft Teams

Not live.

Not this release

DMs / Ask SCOUT in Slack

Channel post only. SCOUT does not DM the capture lead.

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.

FAQ

Questions

Does a CRM land post to Slack or Discord?
Yes, if Chat is connected. Deal name, CRM link when we have it, SCOUT report URL, created vs updated. An empty post means Slack or Discord is not connected.
Is there Slack Sign in?
No. Paste a bot token and pick a channel.
Will SCOUT DM the capture lead?
No. Channel only. Optional Capture lead so Slack @mentions that person. SCOUT does not invent members. Ask SCOUT in Slack is not in this release.
Is Microsoft Teams live?
No. Discord is live and gets the same notice as Slack.
Which plan includes Chat?
Tactics, including the $90 Pilot. Not Free, MCP Trial, or Explorer.

Point SCOUT at the capture channel

Slack or Discord. Capture lead optional.

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.