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Peak Atlas

Peak Automations / Referral template

Whoever refers deserves thanks.
And a trace in the CRM.

Referrals are often the best inquiries and still get lost because nobody notes where they came from. This template records who referred whom, creates the first contact as a task and reminds you to say thanks as soon as the deal is won.

For which occasion?

Change the trigger. The preview next to it reacts instantly.

Edit all texts and details ↗Test the automation locally ↗
Local demo with sample data
Automation · previewPreview reacts instantly
Peak AutomationsLocal demo with sample data

When the “Refer someone” form is submitted in Peak Forms

create the referred person as a contact or find them by e-mail, note “referred by [name]” and create the task “First contact”.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailText, details & next action
01

Your sample automation

Make it yours.

Additional details

Name, e-mail and occasion are always part of the trigger as sample data in this demo.

JSON file for your local draft. Not an import into Peak Automations.

01 / Anatomy of the automation

Referral, contact,
thanks.

The trigger is the moment the referral reaches you or bears fruit. The steps create contact, note and task. Nothing goes to the referring person without you.

01 / The contextYour current draft

A beginning
that fits the flow.

Peak Automations · local preview
When the “Refer someone” form is submitted in Peak Forms

create the referred person as a contact or find them by e-mail, note “referred by [name]” and create the task “First contact”.

Context → Details → Next action

The trigger says when the automation starts.

02 / The details
5visible details
01Jméno02E-mail03Request04Company05Phone
03 / The next actionText preview

And then?
A clear next action.

Test run with sample data, then activate. It then runs without further questions because no step goes outside.

Test the flow in the preview directly above.

02 / Three paths

Form, won deal,
HubSpot.

Choose where your referrals show up today. You can combine the thank-you step with each of the three paths.

Another example replaces the current demo draft.

  • 01 / Referral formSelected

    Name in, first contact out.

    Customers refer through a short form.

    Referral through Peak Forms

    „When the “Refer someone” form is submitted in Peak Forms“

    5 details · Company + Phone
  • 02 / Deal wonSample draft

    Success goes back to the start.

    Only for deals with source referral.

    Thanks after a won deal

    „When a deal with the source “Referral” is won in Peak CRM“

    4 details · Company
  • 03 / HubSpotSample draft

    Referrals from the other CRM.

    Through the connected HubSpot connection.

    New HubSpot contact

    „When a contact with the source “Referral” is created in HubSpot“

    4 details · Company

03 / Move on deliberately

Referrals that don't get lost.

In Peak Automations you describe the flow in one sentence or pick the template. Peak checks connections and permissions, shows the flow as boxes and arrows, and you start a test run. Only then do you activate it. Every change becomes a new version, and the run history explains in plain language what happened.

Your context, your details and your next action — as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

Does Peak pay out referral rewards?

No. The template records referrals and reminds you to say thanks. You handle rewards yourself.

Are duplicate contacts created?

No. Peak first looks for the person by e-mail address and only creates them if they don't exist yet.

When does the template actually run?

Only once you have taken it over in Peak Automations, tested it with sample data and then activated it. No automation can be activated without a passed test of the current version.

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