Find Lead Account Owner

SkillProductivity

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

Available today. Use it from your connected AI after setup.

Connect ahel once, and every AI you use reads what you have installed.

Then ask your AI: use the Find Lead Account Owner skill

What this skill tells your AI

The instructions your AI receives, as published by zapier/gtm-cheat-codes in skills/gtm-ops/find-lead-account-owner/SKILL.md and read by ahel’s review.

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.

Signals

GitHub stars
336
Forks
18
Last commit
Jul 2026
Advanced
Catalog kind
skill
Gateway key
find-lead-account-owner
Source
github.com/zapier/gtm-cheat-codes