What object does SCOUT write in Salesforce?

Opportunities. Same SCOUT fields as a HubSpot Deal. Stage and owner stay in Salesforce.

Is this two-way with Salesforce?

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

Which plan includes Salesforce?

Tactics, including the $90 Pilot. Connect Salesforce in Account Settings, not from ChatGPT.

Salesforce

SCOUT writes the Salesforce Opportunity from the same prompt

Same SCOUT fields as HubSpot. Stage and owner stay in Salesforce. Slack can fire on the same land.

HubSpot·Dynamics·Slack·How SCOUT lands it

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.

Salesforce Opportunity after a SCOUT land — Atlantic Data Security cybersecurity catalog, Prospecting stage, SCOUT intel notes on the record — The Opportunity is in Salesforce. SCOUT intel sits on the record. Stage stays yours.

On the Opportunity

SCOUT fields. Your stage.

Swap HubSpot for Salesforce in the prompt. The packet does not change.

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

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

SCOUT Account Settings with Salesforce as a CRM destination — Connect Salesforce once in Account Settings.

Details

Report URL on the Opportunity

Next step is the SCOUT report. Campaign source is SCOUT. Stage stays Prospecting.

Salesforce Opportunity Details for Heavy Construction and Industrial Equipment with SCOUT report URL — Missouri Office of Administration — SCOUT report on the record.

Salesforce Opportunity Details for Digital Content and Tools with SCOUT report URL — Chesterfield County — same SCOUT fields, different buyer.

List

The list is Opportunities, not a CSV

Recently viewed after a land — titles, accounts, close dates, stage.

Salesforce Recently Viewed Opportunities list after SCOUT lands

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

What object does SCOUT write in Salesforce?: Opportunities. Same SCOUT fields as a HubSpot Deal. Stage and owner stay in Salesforce.
Do I change the prompt?: Swap HubSpot for Salesforce. Example: “Update the Salesforce opportunity with the latest recompete intel and notify Slack.”
Is this two-way with Salesforce?: No. SCOUT pushes. Salesforce edits do not flow back.
Which plan includes Salesforce?: Tactics, including the $90 Pilot. Connect Salesforce in Account Settings, not from ChatGPT.

Connect Salesforce in SCOUT

Then swap the name in the prompt.

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.