HubSpot

SCOUT writes the HubSpot deal from the chat that found the recompete

Companies for incumbents. Deals for pipeline. Dry-run first. Slack can fire on the same land.

Salesforce·Dynamics·Slack·How SCOUT lands it

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

SCOUT after a HubSpot push — created, updated, and skipped incumbent rows
Created, updated, skipped. Two matches: SCOUT asks. It does not invent a third record.
On the Deal

SCOUT fields. Your stage.

The report URL sits on the record. Capture opens the intel from HubSpot, not from a CSV in Slack.

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

Contacts only when SCOUT has an email. Stage and owner stay in HubSpot.

HubSpot Companies list after a SCOUT accounts feed
Accounts feed → Companies. Pipeline feed → Deals.
Before you write

Dry-run the packet

Preview does not write. Push does. Activity shows what SCOUT created or updated.

HubSpot dry-run preview of incumbent companies before a write
SCOUT activity log of HubSpot company records after a push
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

What does SCOUT write in HubSpot?
Pipeline lands as Deals. Accounts feeds land incumbents as Companies. Contacts only when SCOUT has an email.
Does Salesforce get different fields?
No. Same SCOUT fields. HubSpot uses Deals; Salesforce and Dynamics use Opportunities.
Can I land a deal and notify Slack in one prompt?
Yes. Connect HubSpot and Slack in Account Settings. SCOUT writes the deal and posts the channel.
Is this two-way with HubSpot?
No. SCOUT pushes. HubSpot edits do not flow back. Stage and owner stay in HubSpot.
Which plan includes HubSpot?
Tactics, including the $90 Pilot. Not Free, MCP Trial, or Explorer.

Connect HubSpot in SCOUT

Then try the land from ChatGPT, Claude, or Cursor.

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.