---
name: zapier-inbound-lead-audit-cx-map
description: "Audit inbound lead handling and map the customer experience from source event to follow-up outcome."
license: "MIT"
metadata:
  decimalai-skill-id: "d257d3c0-8ddc-429a-8c3e-adc246af9e0b"
  decimalai-version-id: "172b9867-815f-4356-a93c-387611adefa1"
  decimalai-version: "1"
  decimalai-body-sha256: "058e2a1a50f23e0080fa9b0c219168d1b2d94ab9025fd62bf725d0474d73f4e8"
  decimalai-name: "zapier/inbound-lead-audit-cx-map"
  decimalai-format: "1"
  decimalai-invocation: "model"
  decimalai-category: "sales-support"
  decimalai-source: "https://app.decimal.ai/s/zapier-inbound-lead-audit-cx-map@1/SKILL.md"
---
# 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.