find-lead-account-owner

$npx mdskill add zapier/gtm-cheat-codes/find-lead-account-owner

Resolve the right account owner for a lead using ownership evidence.

  • Finds the correct account owner when lead ownership is missing or unclear.
  • Uses Zapier MCP to read CRM contact, company, and deal data.
  • Checks contact, company, then deal owner in priority order.
  • Returns the resolved owner with provenance and enrichment details.

SKILL.md

.github/skills/find-lead-account-ownerView on GitHub ↗
---
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.

## 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.

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