ActivePipe. The Sheet is the CRM.

← All 12 CRMs · Make guide · Zapier guide

Connection type: Sheets bridge. Export settled clients that have a current rate and a new-money / retention reference. Keep column headers exact.

Copy 05-templates/Google-Sheet-Bridge-template.csv into a new Google Sheet. Keep the header row. Name the first tab Loyalty tax (that is what the watch looks for — rename the tab or change the module to match).

1. Paste settled clients only. Map onto the canonical headers. existing_client must be TRUE. source_crm = activepipe.
2. Fill tbt_current_rate, tbt_new_money_rate, tbt_loyalty_gap_bps (current − new-money) × 100. Seed tbt_loyalty_state as due.
3. Map ActivePipe’s own unsubscribe list onto email_optout before the first run.
4. Share the Sheet with the Google account you will connect to Make / Zapier.

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	contact_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	product_name	Recommended	No
Existing client flag	existing_client	existing_client	Yes	Map
Email opt-out	email_optout	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	broker_owner	Recommended	No
Broker email	broker_email	broker_email	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/01e-TBT-Loyalty-Tax-Watch-GoogleSheets-Bridge.blueprint.json.

Import this file — not the HubSpot watch. Connect Google Sheets. Pick the spreadsheet. Sheet name defaults to Loyalty tax. Paste the outreach webhook URL. Replace broker placeholders. Leave auto_email_client false.

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	There is no ActivePipe task module in this pack. Keep the broker Gmail (already in blueprint 02) as the task. Optionally append a row to a Write-back tab: contact_id, title, stamp.
8 · Write the CRM note — SWAP	Optional: Google Sheets → Add a row on a Write-back tab with {{3.crm_note}}. Re-import into ActivePipe only if you need the marketing list annotated. Honouring opt_out on the Sheet is not optional.
9 · Stamp loyalty touch — SWAP	Google Sheets → Update a row on the Loyalty tax tab. Set tbt_loyalty_state = touched and tbt_last_loyalty_touch = today. Match on contact_id. 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) + Google Sheets Lookup Spreadsheet Rows (or New Spreadsheet Row if you append). Filter existing_client TRUE, gap ≥ 25, state not opt_out / touched. Then Webhooks → POST canonical keys to Zap B. Set crm from source_crm or activepipe.

Zap B step	Module
B6 Task	Skip a native ActivePipe task. The broker Gmail in Zap B is the task. Optional: Google Sheets Create Spreadsheet Row on a Write-back tab.
B7 Note	Optional Sheets write-back of crm_note. Add a CRM note in ActivePipe by hand that week if you need it on the file.
B8 Stamp	Google Sheets → Update Spreadsheet Row. tbt_loyalty_state = touched, tbt_last_loyalty_touch = today. Lookup key = contact_id.

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].

• Do not also send the same people an ActivePipe “keep in touch” drip in the same week as a loyalty-tax draft.
• Leave auto_email_client as false. Default is email the broker, not the client.