BrokerEngine. Export, then run.

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Connection type: Sheets bridge. Same watch file as ActivePipe and Suite360. Keep column headers exact.

Copy Google-Sheet-Bridge-template.csv into a Google Sheet. Tab name Loyalty tax. source_crm = brokerengine.

Map typical BrokerEngine export columns onto the canonical headers (Client ID → contact_id, names, email, mobile, current rate, new-money / retention reference, lender, product). Compute gap. existing_client = TRUE only where that is true.

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 plus the outreach blueprint. Connect Google Sheets. Filter existing_client TRUE, gap ≥ 25, not opt_out. Paste the outreach webhook URL.

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	Broker Gmail in blueprint 02 is the task. Optionally a Write-back tab row.
8 · Write the CRM note — SWAP	Optional Sheets write-back. Add a note in BrokerEngine by hand that week if you need it on the file.
9 · Stamp loyalty touch — SWAP	Google Sheets → Update a row. tbt_loyalty_state = touched, 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 + Google Sheets Lookup Spreadsheet Rows. Filter existing_client TRUE, gap ≥ 25, state not opt_out. POST canonical payload to Zap B. Set crm = brokerengine (or the Sheet’s source_crm).

Zap B step	Module
B6 Task	Broker Gmail in Zap B is the task.
B7 Note	Optional Sheets write-back of crm_note. Hand-note in BrokerEngine that week if needed.
B8 Stamp	Google Sheets → Update Spreadsheet Row. 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].

• There is no unofficial BrokerEngine API workaround in this pack and we will not help you build one.
• Leave auto_email_client as false. Default is email the broker, not the client.