CRM (Salesforce and HubSpot)

Start here first. CRM access gives agents the highest operational leverage for sales, support and account workflows.

Why CRM Comes First

• Customer and pipeline data is already structured
• Most high-value automations depend on records and stages
• Teams can measure impact quickly (speed, coverage, conversion)

Common Agent Capabilities

• Find and summarize at-risk deals
• Enrich account records from new research
• Draft follow-ups based on stage and last activity
• Create contacts, notes and tasks with audit-friendly outputs

Setup Flow

1. Open studio.scoutos.com/integrations 
2. Connect Salesforce and or HubSpot
3. Open your agent and enable CRM tools in Tools
4. Add instruction rules for lookup, write and confirmation

Instruction Snippet

For CRM tasks:
 
1. Look up the record before writing.
2. Match by stable identifier (record ID, email, domain) before updates.
3. Return the CRM object ID, fields changed and reason.
4. Ask before creating duplicates when confidence is low.

Prompt Examples

• “Find opportunities in stage Negotiation with no activity for 14 days.”
• “Create a follow-up task in HubSpot for these five accounts.”
• “Update Salesforce notes with this call summary and include next steps.”

Next Steps

• Integrations Overview: Full integration strategy
• Slack and Notion: Send CRM insights to team channels and docs

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