mcpbeat

Find Lead Account Owner

zapier/find-lead-account-owner

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

1k tokens
context cost
the whole folder, loaded on every use
6
files
instructions only
0
copies elsewhere
how many repositories repackaged it
317
stars on the repo
on the repository, not the skill itself

Install

one command, takes just this skill from the repository
npx skills add https://github.com/zapier/gtm-cheat-codes --skill find-lead-account-owner

The instruction itself

5 sections, as written by the author

Find Lead Account Owner

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

Resolution Order

  • Contact owner.
  • Company owner.
  • Deal owner.
  • None assigned.

Workflow

  • Open the contact record.
  • Check contact owner first.
  • If missing, inspect primary company owner.
  • If missing, inspect relevant open or recent deal owner.
  • 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.

Guardrails

  • Do not infer owner from timeline activity.
  • Do not use a lower-priority owner field when a higher-priority field exists.
  • Preserve provenance for every returned owner.

How to use it

Copy the folder

Take zapier/find-lead-account-owner from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.