Open the file for your CRM in a browser. Each one has the connect method, the field map for that CRM, the Make watch to import, the last-step swap, and the Zapier first / last modules. The engine in the middle does not change.
4Native sign-in — Salesforce, HubSpot, Pipedrive, Zoho CRM
5API — aggregator must grant access, or fall back to 01e
3Sheets bridge — ActivePipe, BrokerEngine, AFG Suite360
01 · SalesforceNative
02 · HubSpotNative
03 · PipedriveNative
04 · Zoho CRMNative
05 · SalestrekkerAPI
06 · ConnectiveAPI
07 · LMG MyCRMAPI
08 · EffiAPI
09 · Finsure InfynityAPI
10 · ActivePipeBridge
11 · BrokerEngineBridge
12 · AFG Suite360Bridge
Every CRM, these five
| Label | Internal name | Type |
|---|---|---|
| TBT current rate | tbt_current_rate | Number — map an existing current-rate field if you already store it |
| TBT new-money rate | tbt_new_money_rate | Number — broker-maintained new-money / retention reference |
| TBT loyalty gap (bps) | tbt_loyalty_gap_bps | Number — (current − new-money) × 100. Gate default ≥ 25 |
| TBT loyalty state | tbt_loyalty_state | Single-line text — due / queued / sent / touched / opt_out |
| TBT last loyalty touch | tbt_last_loyalty_touch | Date — stops a second hit inside seven days |
Salesforce appends __c. Pipedrive generates a hash — paste it over YOUR_*_HASH. Full translation: 05-templates/CRM-Field-Map.csv.
Two paths after you pick a CRM
Make setup guide — import the watch + outreach. About twenty-five minutes for a native CRM.
Zapier setup guide — two Zaps built by hand (Zapier cannot import a workflow file). Use that guide plus this CRM file for the first and last steps.
Default: notify you. Do not email the client.
auto_email_client stays false until you have tested the loop on yourself. Support: matt@thebrokertimes.com.au.