HubSpot. The default modules.

← All 12 CRMs · Make guide · Zapier guide

Connection type: Native. OAuth to the HubSpot portal that holds the settled book. Re-use this connection on the task, note and stamp modules.

Settings → Data Management → Properties → Create property → object type Contact. Existing-client gate: the watch maps lifecyclestage = customer to existing_client: true. If you use another stage for settled clients, change that filter.

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	hs_object_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	Yes	Map or create
New-money rate	tbt_new_money_rate	tbt_new_money_rate	Yes	YES - create or maintain
Loyalty gap (bps)	tbt_loyalty_gap_bps	tbt_loyalty_gap_bps	Yes	YES - create / compute
Lender	lender	lender	Recommended	No
Product name	product_name	loan_product	Recommended	No
Existing client flag	existing_client	lifecyclestage (must be customer) or tbt_existing_client	Yes	Map
Email opt-out	email_optout	hs_email_optout	Yes	No
Loyalty state	tbt_loyalty_state	tbt_loyalty_state	Yes	YES - create this
Last loyalty touch	tbt_last_loyalty_touch	tbt_last_loyalty_touch	Yes	YES - create this
Broker owner	broker_owner	hubspot_owner_id	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/01-TBT-Loyalty-Tax-Watch-HubSpot.blueprint.json.

Import this file. Sign in to the portal that holds settled clients. Create the five properties first. Then import the outreach blueprint and paste its webhook URL into the watch.

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	HubSpot → Create a Task. Title {{3.broker_task_title}}, body {{3.broker_task_body}}, associated with the contact.
8 · Write the CRM note — SWAP	HubSpot → Create a Note (or Engagement note) on the contact. Body {{3.crm_note}}.
9 · Stamp loyalty touch — SWAP	HubSpot → Update a Contact. Set tbt_loyalty_state = touched and tbt_last_loyalty_touch = 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) + HubSpot Find Contacts, filtered on tbt_loyalty_gap_bps ≥ 25 and lifecycle stage Customer when your plan allows. Otherwise New or Updated Contact plus a Filter. Then Webhooks by Zapier → POST to Zap B. Map HubSpot internals from the table (firstname, email, hs_email_optout, hubspot_owner_id, the five tbt_* properties).

Zap B step	Module
B6 Task	HubSpot → Create Task. Title from broker_task_title, notes from broker_task_body, associated contact = contact_id.
B7 Note	HubSpot → Create Engagement (Note) on that contact. Body from crm_note.
B8 Stamp	HubSpot → Update Contact. tbt_loyalty_state = touched, tbt_last_loyalty_touch = 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].

• If HubSpot writes tbt_current_rate__1 you will have to remap. Type the internal name yourself.
• Refresh Make / Zapier fields if you created the properties after connecting.
• Leave auto_email_client as false. Default is email the broker, not the client.