Zoho CRM. Contacts, case-sensitive.

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Connection type: Native. Sign in to the Zoho CRM org. Module is Contacts. Change it only if you store rates on Deals or a custom module.

Connect with scopes that can read and update Contacts and create Notes / Tasks. If the stamp module fails with AUTHENTICATION_FAILURE, delete the connection and re-add it with those ticked. Use Email_Opt_Out as the opt-out field.

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	First_Name	Yes	No
Last name	last_name	Last_Name	No	No
Email	email	Email	Yes	No
Mobile	mobile	Mobile	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	tbt_existing_client	Yes	Map
Email opt-out	email_optout	Email_Opt_Out	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	Owner.email	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/01d-TBT-Loyalty-Tax-Watch-Zoho.blueprint.json.

Import this file. Sign in to the Zoho CRM org. Create the five fields 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	Zoho CRM → Create a Task. Subject {{3.broker_task_title}}, description {{3.broker_task_body}}, related to the Contact Id.
8 · Write the CRM note — SWAP	Zoho CRM → Create a Record (Notes) linked to the Contact Id. Body {{3.crm_note}}.
9 · Stamp loyalty touch — SWAP	Zoho CRM → Update a Record (Contacts). 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) + Zoho CRM Find / Search Records (Contacts) where tbt_loyalty_gap_bps ≥ 25, email exists, not Email Opt Out. Then Webhooks by Zapier → POST to Zap B. Map First_Name, Email, Email_Opt_Out and the five tbt_* fields from the table.

Zap B step	Module
B6 Task	Zoho CRM → Create Task. Subject from broker_task_title, description from broker_task_body, related Contact = contact_id.
B7 Note	Zoho CRM → Create Note on that Contact. Body from crm_note.
B8 Stamp	Zoho CRM → Update Module Entry (Contacts). 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].

• tbt_Loyalty_State will not match tbt_loyalty_state. Type the API name exactly as the table.
• Leave auto_email_client as false. Default is email the broker, not the client.