/find-lead-account-owner

Resolve the right account owner for a lead using contact, company, and deal ownership evidence.

BOOST

zapier@zapier

GitHub

From plugin

gtm-cheat-codes

34321 skills

Install

$ npx -y skills add zapier/gtm-cheat-codes --skill find-lead-account-owner --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.
You can call itInvoke it directly when you want it.
Slash command/find-lead-account-owner

Context preview

The summary Claude sees to decide when to auto-load this skill.

Resolve the right account owner for a lead using contact, company, and deal ownership evidence.

SKILL.md

find-lead-account-owner.SKILL.md

name: find-lead-account-owner
description: Resolve the right account owner for a lead using contact, company, and deal ownership evidence.

Find Lead Account Owner

Use this helper when a lead audit, hand-raiser workflow, or SDR worklist needs authoritative owner enrichment.

Resolution Order

1. Contact owner. 2. Company owner. 3. Deal owner. 4. None assigned.

Workflow

1. Open the contact record. 2. Check contact owner first. 3. If missing, inspect primary company owner. 4. If missing, inspect relevant open or recent deal owner. 5. Enrich owner segment, team, manager, and account size from approved systems.

Zapier MCP And SDK Role

Use Zapier MCP to read CRM contact, company, deal, and ownership data.
Use Zapier SDK only when this helper becomes part of a repeatable lead audit, routing workflow, or SDR worklist.
Do not change owner assignments without explicit approval.