find-lead-account-owner

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

Skill by zapierOfficial

IndexedMIT★ 351

Chalk Labs

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Install

Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/zapier-find-lead-account-owner

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

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

Use cases: sales

Reviews

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Permissions

What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

Tools: No tools found
Secrets: None asked for
Install scripts: None found

Network hosts it talks to 1

codeload.github.com · found in install command

Files it touches

~/.claude/skills/find-lead-account-owner

What's inside

Skill name: find-lead-account-owner
Description: Resolve the right account owner for a lead using contact, company, and deal ownership evidence.
License: MIT
Instructions: 32 lines in SKILL.md · view on GitHub

Files (6)

ONBOARDING-PROMPT.md
README.md
SCHEMA-MAP.md
SETUP.md
SKILL.md
metadata.yaml

SKILL.md (first lines)

# 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.

## 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.

From zapier/gtm-cheat-codes, MIT.

Signals

Stars: 351
Forks: 21
Open issues: 0
Last commit (this folder): May 19, 2026 (5 months ago)

From GitHub (fetched Oct 24, 2026).

Details

License: MIT
Repository: github.com/zapier/gtm-cheat-codes
Website: zapier.com/gtm-ops-guide
First seen: Oct 24, 2026
Last checked: Oct 24, 2026
Source: GitHub github-graphql

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Chalk Labs is a two-founder AI and growth studio. We build AI agents, CRMs and MVPs for Web3 and AI companies, and have shipped 50+ product and token launches.

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founders on every account: 2; founders on every account

Press we've placed: Forbes · CoinDesk · Decrypt · Cointelegraph · The Block

Rahil Jain, Co-founder, Chalk Labs. Ex-Goldman Sachs engineer. You talk to the person who builds it.

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Cite this page

find-lead-account-owner skill. Agent Mart. https://agentmart.dev/skills/zapier-find-lead-account-owner (last updated 2026-10-24)