zapier/gtm-cheat-codes

cross-crm-opportunity-sync

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

install-zapier

Install and connect Zapier, routing to the right surface (MCP, SDK, or CLI) for what the person needs. Use when someone says "install Zapier", "add Zapier", "connect Zapier", or "set up Zapier", or when they want an AI client (Claude, ChatGPT, Cursor) to use…

mcp-sheet-cache-bridge

Keep Zapier Tables or another MCP-connected record store as the source of truth while Google Sheets-based tools read an event-driven cache tab.

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.

mcp-urgent-caller-triage

Prioritize inbound client calls by reading transcripts, classifying urgency, matching callers to legal client and matter context, and preparing a callback list for human review.

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.

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.

company-recording-clip

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

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.

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.

find-lead-account-owner

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

inbound-lead-audit-cx-map

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

no-lead-left-behind-lead-treatment-audit

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

brand-guidelines-builder

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

campaign-postmortem

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

html-mockup-builder

Build self-contained HTML mockups from campaign, product, or page briefs.

mega-campaign-generator

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

ai-audit-account-report

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

named-account-trigger-radar

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

sales-sequence-builder

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

daily-lead-steward

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