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← All 12 CRMs · Make guide · Zapier guide

Connection type: Native. OAuth to the org that holds settled clients. Do not include Leads. This engine is for existing clients only.

Setup → Object Manager → Contact → Fields & Relationships → New. Use the API names in the table. Exclude DoNotCall = true in the search as well as in the gate.

Fields for this CRM

Create the ones marked YES. Map the ones you already store. Do not invent a second current-rate field.

Purpose	Canonical	This CRM	Required	Create?
Contact ID	contact_id	Id	Yes	No
First name	first_name	FirstName	Yes	No
Last name	last_name	LastName	No	No
Email	email	Email	Yes	No
Mobile	mobile	MobilePhone	Recommended	No
Current rate	tbt_current_rate	tbt_current_rate__c	Yes	Map or create
New-money rate	tbt_new_money_rate	tbt_new_money_rate__c	Yes	YES - create or maintain
Loyalty gap (bps)	tbt_loyalty_gap_bps	tbt_loyalty_gap_bps__c	Yes	YES - create / compute
Lender	lender	Lender__c	Recommended	No
Product name	product_name	Loan_Product__c	Recommended	No
Existing client flag	existing_client	tbt_existing_client__c or Account record type	Yes	Map
Email opt-out	email_optout	HasOptedOutOfEmail	Yes	No
Loyalty state	tbt_loyalty_state	tbt_loyalty_state__c	Yes	YES - create this
Last loyalty touch	tbt_last_loyalty_touch	tbt_last_loyalty_touch__c	Yes	YES - create this
Broker owner	broker_owner	OwnerId	Recommended	No
Broker email	broker_email	set in watch mapper	Yes	Set in the watch

Full translation and notes: 05-templates/CRM-Field-Map.csv. Gap is in basis points. Example: current 6.40 and new-money 5.90 is a 50 bps gap. Default watch threshold is 25 bps.

Make — watch file to import

Import 02-make-blueprints/01b-TBT-Loyalty-Tax-Watch-Salesforce.blueprint.json.

Import this file as the watch scenario. Sign in. Confirm the SOQL object is the one that has the rates (Contact by default). Then import the outreach blueprint.

Everyone also imports 02-make-blueprints/02-TBT-Loyalty-Tax-Outreach.blueprint.json. Import outreach first so you have the webhook URL. Walkthrough: MAKE-Setup-Guide.html.

Make — last-step swap

On the outreach scenario, modules 7, 8 and 9 are HTTP placeholders labelled SWAP. Replace them. The middle (consent, gap gate ≥ 25 bps, OpenAI, broker Gmail) does not change.

Outreach module	Swap for
7 · Create the broker task — SWAP	Salesforce → Create a Task. Title {{3.broker_task_title}}, body {{3.broker_task_body}}, WhoId = Contact Id, due today.
8 · Write the CRM note — SWAP	Salesforce → Create a Record (Task with Type = Note, or ContentNote linked to the Contact Id). Body {{3.crm_note}}.
9 · Stamp loyalty touch — SWAP	Salesforce → Update a Record (Contact). Set tbt_loyalty_state__c = touched and tbt_last_loyalty_touch__c = today. Do not skip.

Stamp body (use this CRM’s field names from the table):

{
  "tbt_loyalty_state": "touched",
  "tbt_last_loyalty_touch": "{{formatDate(now; \"YYYY-MM-DD\")}}"
}

Zapier — first module and last three

Zapier cannot import a Make blueprint. Build two Zaps by hand. Full click-path: ZAPIER-Setup-Guide.html. This page is the CRM-specific first and last steps only.

Where	What
Zap A · first module	Schedule by Zapier (daily 09:00) + Salesforce Find Record / Find Records (Contact). Filter tbt_loyalty_gap_bps__c ≥ 25, email exists, existing client, state is not opt_out or touched. Then Webhooks by Zapier → POST the canonical payload to Zap B’s Catch Hook. Field names from the table below.

Zap B step	Module
B6 Task	Salesforce → Create Task. Subject from broker_task_title, description from broker_task_body, WhoId = contact_id, due today.
B7 Note	Salesforce → Create Record (Note or ContentNote) on that Contact. Body from crm_note.
B8 Stamp	Salesforce → Update Record (Contact). tbt_loyalty_state__c = touched, tbt_last_loyalty_touch__c = today.

Zap A then POSTs the canonical keys (see the field-map Canonical column) to Zap B’s Catch Hook. Leave auto_email_client as false. Replace [YOUR BROKER EMAIL], [YOUR FIRST NAME], [YOUR BUSINESS NAME].

• Create the __c fields before you import. Red modules after import almost always mean the API names do not exist yet.
• If you already store the current variable rate under another number field, map that field. Do not invent a second source of truth.
• Leave auto_email_client as false. Default is email the broker, not the client.