Which CRMs does SCOUT write to?

HubSpot Deals, Salesforce Opportunities, and Dynamics 365 Opportunities. Same SCOUT fields. Unanet is coming soon — gray in Account Settings, not sold as live.

What fields land on the record?

Title, close date (PoP end or response deadline), SCOUT report URL, dossier URL, NAICS, PSC, incumbent, solicitation, recompete flag. Stage and owner stay in the CRM. No Fit Score, PWin, or GO/NO-GO.

Does “the deal” dump my weekly feed?

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

Is this a two-way CRM sync?

No. SCOUT pushes. CRM edits do not flow back.

Which plan includes CRM?

Tactics, including the $90 Pilot. Not Free, MCP Trial, or Explorer. Connect in Account Settings.

Do I connect HubSpot from ChatGPT?

No. Connect the CRM in SCOUT Account Settings. Then land from ChatGPT, Claude, or Cursor via SCOUT MCP.

CRM

Same SCOUT fields on HubSpot, Salesforce, and Dynamics

Incumbents as companies. Pipeline as deals or opportunities. Dry-run, then push.

HubSpot·Salesforce·Dynamics

See Tactics pricing Talk to us

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

SCOUT CRM panel after pushing SLED recompete incumbents to HubSpot — Created, updated, skipped. Two matches: SCOUT asks.

What gets written

Facts on the record. Stage stays yours.

Deals in HubSpot. Opportunities in Salesforce and Dynamics. The report URL is on the record.

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

Contacts are created only when SCOUT has an email. Unanet is coming soon — shown gray in Account Settings, not sold as live.

Add a CRM feed wizard: Accounts versus Pipeline, then open opportunities or expiring recompetes — Companies or deals. The chat land is still one record.

Proof in the CRM

In the CRM, not a spreadsheet

Dry-run does not write. Push does. Activity shows created vs updated.

HubSpot Companies list showing incumbents landed from a SCOUT accounts feed

HubSpot activity log in SCOUT listing mapped company records and a recent push

Chat vs feed

This deal, or the Monday batch

From the chat

Named PIID or title, or the first row. One record.

Weekly feed

Missouri recompetes every Monday — or whenever the report runs.

CRM dry-run preview listing incumbent companies from a SLED recompete report before a HubSpot write — Dry-run first.

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 — gray in Account Settings, not sold as live.
What fields land on the record?: Title, close date (PoP end or response deadline), SCOUT report URL, dossier URL, NAICS, PSC, incumbent, solicitation, recompete flag. Stage and owner stay in the CRM. No Fit Score, PWin, or GO/NO-GO.
Does “the deal” dump my weekly feed?: No. One named record, or the first row in the session. Weekly feeds are a separate path.
Is this a two-way CRM sync?: No. SCOUT pushes. CRM edits do not flow back.
Which plan includes CRM?: Tactics, including the $90 Pilot. Not Free, MCP Trial, or Explorer. Connect in Account Settings.
Do I connect HubSpot from ChatGPT?: No. Connect the CRM in SCOUT Account Settings. Then land from ChatGPT, Claude, or Cursor via SCOUT MCP.

Connect the CRM you already run

HubSpot, Salesforce, or 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.