zapier/gtm-cheat-codes

17 skills

• company-recording-clip

  Turn a company meeting or event recording into a short, approved, postable clip.

  Reaches the webInstructions only188 words
• customer-story-writer

  Draft customer stories from approved transcripts, notes, briefs, quotes, and proof points. Use for narrative customer stories, campaign stories, and metric-forward customer story pages.

  Reaches the webInstructions only226 words
• find-customer-social-proof

  Find approved customer proof for campaigns, pages, decks, emails, and sales conversations. Use when a team needs relevant case studies, quotes, stats, slides, logos, or peer examples.

  Reaches the webInstructions only253 words
• support-ticket-triage

  Triage support tickets by pulling helpdesk context, searching issue trackers and knowledge bases in parallel, classifying the issue, and giving reps a recommended next action.

  Reaches the webInstructions only365 words
• daily-lead-steward

  Maintain a daily review cockpit for high-intent leads and hand-raisers.

  Reaches the webInstructions only134 words
• find-lead-account-owner

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

  Reaches the webInstructions only155 words
• inbound-lead-audit-cx-map

  Audit inbound lead handling and map the customer experience from source event to follow-up outcome.

  Reaches the webInstructions only152 words
• no-lead-left-behind-lead-treatment-audit

  Audit lead handling quality across GTM systems and identify missed or low-quality follow-up.

  Reaches the webInstructions only163 words
• brand-guidelines-builder

  Help non-designers evaluate work against brand guidelines and know what to fix.

  Reaches the webInstructions only130 words
• campaign-postmortem

  Build sourced campaign retrospectives from goals, launch context, performance data, team feedback, and follow-up actions.

  Reaches the webInstructions only243 words
• mcp-media-inbox-triage

  Find media, partnership, and high-intent requests buried in a shared Gmail inbox, summarize the useful ones, and route them to the right owner through Zapier MCP.

  Reaches the webInstructions only1,009 words
• mega-campaign-generator

  Build review-first outbound campaign packages from source context for marketing and sales teams.

  Reaches the webInstructions only190 words
• cross-crm-opportunity-sync

  Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.

  Reaches the webInstructions only400 words
• customer-deck-builder

  Build tailored customer-facing sales or customer success decks from approved account context and generate the presentation with Gamma through Zapier MCP.

  Self-containedInstructions only688 words
• ai-audit-account-report

  Turn account usage data into a concise AI audit outreach package.

  Reaches the webInstructions only147 words
• named-account-trigger-radar

  Identify named accounts with timely buying or expansion signals and recommend next actions.

  Reaches the webInstructions only159 words
• sales-sequence-builder

  Create practical sales sequences from campaign context, account signals, and reference copy.

  Reaches the webInstructions only160 words