Connective. Mercury, if they let you.

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Connection type: API. HTTP modules only after they have said yes. Canonical crm value: connective.

Exclude opportunities still in lodgement or unconditionally approved. This engine is for settled existing clients.

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	contactId	Yes	No
First name	first_name	firstName	Yes	No
Last name	last_name	lastName	No	No
Email	email	email	Yes	No
Mobile	mobile	mobile	Recommended	No
Current rate	tbt_current_rate	custom.tbt_current_rate	Yes	Map or create
New-money rate	tbt_new_money_rate	custom.tbt_new_money_rate	Yes	YES - create or maintain
Loyalty gap (bps)	tbt_loyalty_gap_bps	custom.tbt_loyalty_gap_bps	Yes	YES - create / compute
Lender	lender	lender	Recommended	No
Product name	product_name	productName	Recommended	No
Existing client flag	existing_client	existingClient	Yes	Map
Email opt-out	email_optout	emailOptOut	Yes	No
Loyalty state	tbt_loyalty_state	custom.tbt_loyalty_state	Yes	YES - create this
Last loyalty touch	tbt_last_loyalty_touch	custom.tbt_last_loyalty_touch	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

No dedicated watch file for this CRM. There is no dedicated Connective watch file. HTTP search using the URL they issued → map to the canonical payload → POST to the outreach webhook. Or import the Sheets bridge until access is granted. See 02-notes.md. Everyone still imports the outreach blueprint.

Fallback file: 02-make-blueprints/01e-TBT-Loyalty-Tax-Watch-GoogleSheets-Bridge.blueprint.json.

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	HTTP request to the task/activity URL they issued. Title {{3.broker_task_title}}, body {{3.broker_task_body}}, linked to contact_id.
8 · Write the CRM note — SWAP	HTTP POST a note. Body {{3.crm_note}}.
9 · Stamp loyalty touch — SWAP	HTTP PATCH using field-map names (custom.tbt_loyalty_state, custom.tbt_last_loyalty_touch). Confirm with the aggregator. 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	Webhooks by Zapier → Custom Request against the search URL they issued (Mercury / Connective CRM, whichever they grant). Filter gap ≥ 25, settled, not opted out. Then POST the canonical payload to Zap B. Map contactId, firstName, custom.tbt_*.

Zap B step	Module
B6 Task	Webhooks → Custom Request. Task URL they issued. Title from broker_task_title.
B7 Note	Webhooks → Custom Request. Note URL they issued. Body from crm_note.
B8 Stamp	Webhooks → Custom Request. Update URL they issued. State = touched, last 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].

• Some groups already store a current rate. Map it rather than creating a second number you will forget to update.
• Leave auto_email_client as false. Default is email the broker, not the client.