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Inbound Lead Audit Cx Map

skill-zapier-gtm-cheat-codes-inbound-lead-audit-cx-map · by zapier

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

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Install

$ agentstack add skill-zapier-gtm-cheat-codes-inbound-lead-audit-cx-map

✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • Prompt-injection patterns
  • Secret / credential exfiltration
  • Dangerous shell & filesystem operations
  • Untrusted network calls
  • Known-malicious package signatures

What it can access

  • Network access No
  • Filesystem access No
  • Shell / process execution No
  • Environment & secrets No
  • Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

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About

Inbound Lead Audit + CX Map

Use this skill to inspect how an inbound lead or hand-raiser was treated and produce an action-focused summary.

Workflow

  1. Identify the lead source and current-cycle event.
  2. Review CRM timeline, owner assignment, outreach, meeting status, and routing evidence.
  3. Distinguish automated touches from real human follow-up.
  4. Map the customer experience in plain language.
  5. Recommend the next owner action and any process fix.

Zapier MCP And SDK Role

  • Use Zapier MCP to read CRM timelines, routing evidence, tracker rows, meeting status, and collaboration context.
  • Use Zapier SDK for scheduled audits, tracker updates, issue logging, and approval-routed summaries.
  • Keep rep escalations and source-of-truth writes human-reviewed.

Guardrails

  • Do not count historical meetings from prior cycles as current-cycle success.
  • Do not infer human outreach from automation enrollment alone.
  • Keep any screenshots, lead data, and source URLs private.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

Install and usage instructions live in the source repository linked above.

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Versions

  • v0.1.0 Imported from the upstream source.