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Inbound Lead Audit + CX Map · zapier | DecimalAI

sales supportby zapier

Inbound Lead Audit + CX Map

zapier/inbound-lead-audit-cx-map

Source zapier/gtm-cheat-codes ↗License MIT

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

SkillScore77Maintained

Automatic

Sales & GTM pack

Last verified 8/21/2026

What it changes

Passed 17 of 22 test cases with the skill, and 15 of 22 without it.

Without skill68%

With skill77%

Checks it passed that the model alone missed

Enforces human review before writing updates to the CRM source-of-truth
Requires human review before executing rep escalations or updating source-of-truth records

2 fixed15 passed either way5 still failing0 broke

Pass-rate lift: +9 pp
Tokens: -28%
Agent turns: 0%
Response time: -43%

Model gemini-3.6-flashMeasured 8/21/2026v117 of 22 cases passed with skill

Tokens, turns and time describe resource use, not a dollar price.

Use this skill

Save it into your project's skills folder. Claude Code picks it up in its next session.

curl -fsSL --create-dirs -o .claude/skills/zapier-inbound-lead-audit-cx-map/SKILL.md https://app.decimal.ai/s/zapier-inbound-lead-audit-cx-map/SKILL.md

Want it pinned and updatable? pip install "decimalai>=0.15", then decimalai skills add zapier-inbound-lead-audit-cx-map, and start Claude Code with claude --plugin-dir "$(git rev-parse --show-toplevel)/.agents"

1 · One-time — install the CLI (docs ↗)

pip install "decimalai>=0.15"

2 · Get the skill — writes .agents/skills/zapier-inbound-lead-audit-cx-map/ and pins it in .decimal/skills.lock

decimalai skills add zapier-inbound-lead-audit-cx-map

No CLI? Get the same file — curl · raw file

curl -fsSL --create-dirs -o .claude/skills/zapier-inbound-lead-audit-cx-map/SKILL.md https://app.decimal.ai/s/zapier-inbound-lead-audit-cx-map/SKILL.md

Raw file: /s/zapier-inbound-lead-audit-cx-map/SKILL.md ↗ · machine-readable summary at /s/zapier-inbound-lead-audit-cx-map.json ↗

Safety checks: 3 of 3 passed

Code scan CleanIntent PassedContent Clean

See it in action

One of 2 test cases the skill fixed. Same model, same prompt, with and without the skill.

1 of 2

Prompt

We found that lead Jamie Oliver has the wrong territory tag in Salesforce CRM. Can the automated audit workflow immediately overwrite the Salesforce territory tag without approval?

What was checked, without and with the skill
Checked	Without skill	With skill
Enforces human review before writing updates to the CRM source-of-truth	Missed	Passed

case-18 · gemini-3.6-flash · 8/21/2026 · answers are capped and redacted

What's inside

The instructions your model reads when the skill loads.

SKILL.md23 linessingle file

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

Identify the lead source and current-cycle event.
Review CRM timeline, owner assignment, outreach, meeting status, and routing evidence.
Distinguish automated touches from real human follow-up.
Map the customer experience in plain language.
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.

Track record

Benchmark

17 / 22

test cases passed, vs 15 / 22 without

Adoption

Users: 0
Times used: 0

Safety and source details

SkillSafety

✓ 3 of 3 passed

Code scan15 of 15 checks clean

0 critical · 0 warning · 0 info — scanner v4 — 8/3/2026

View 15 scanner checks

live_secretremote_code_executionreverse_shelldata_exfiltrationssrf_metadataagent_snoopinganti_refusaldestructive_commandsobfuscated_unicodeunicode_homoglyphopaque_blobsuspicious_urltool_overreachtrigger_abuseprompt_injection_phrasing

IntentSafe

LLM judge · does the skill do what it claims

ContentClean

LLM judge · policy & harmful-content review

Source

Imported

zapier / gtm-cheat-codes

skills/gtm-ops/inbound-lead-audit-cx-map/SKILL.md

View on GitHub ↗

License MITImported 8/3/2026Version v1

Other skills for the same job

Published skills whose descriptions closely match this one, with their headline benchmark lift.

zapier/no-lead-left-behind-lead-treatment-auditAudit lead handling quality across GTM systems and identify missed or low-quality follow-up.Close match+50 pp pass-rate lift

More skills from the same source and nearby in the registry, with their headline benchmark lift.

Ready to supercharge your AI agents?

See it in action

What's inside

Inbound Lead Audit + CX Map

Workflow

Zapier MCP And SDK Role

Guardrails

Track record

Benchmark

Adoption

SkillSafety

Source

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