gtm-cheat-codes

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

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 their apps, want to call Zapier from code, or want Zapier in the terminal.

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.

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.

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.

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

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.

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

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 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.

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

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

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

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

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

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

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

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

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

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

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