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Peak Atlas

Peak Funnel · Automations

Follow-ups on their own.
Risky ones only with approval.

Peak Automations reacts to events in the funnel: create a task, inform the team, create a contact. Risky steps wait for a confirmation.

See an automation

Local example · nothing is stored or sent.

Peak FormsThe source
Peak CRMThe target in Peak One
Peak CRM · Example mapping
One mapping in detail
01 / Peak FormsEmail
02 / Fictional test valuealex@example.com
03 / Peak CRMContact (person)

A readable field path as an example. No transfer.

View all 5 mappings
Example field mapping with fictional values.
Peak FormsField in Peak CRM
EmailContact (person)
First nameFirst name
AnswerNote on the request
PointsStay on the server
OutcomeNext step
Example mapping
No transfer
Nothing is connected on this page. You see the paths in the product.
One concrete target

Understand fields. Keep the source.

Peak CRMArrival in the workspaceNot checked yet

The mapping shows where the data goes. Only a test in your workspace shows what actually arrives.

02 / The flow

Describe. Test. Run.

This works in Peak One today: you plan the funnel in the Funnel Planner and build its stations with Peak Pages, Forms, Booking, Offer and CRM.

  1. 01 / Trigger

    Flow in one sentence

    Peak turns it into trigger and action.

    Flow in one sentenceDescribeTestRun
  2. 02 / Action

    Test run

    Only a tested version becomes active.

    Test runTriggerActionPolicy
  3. 03 / Safety

    Run automatically

    Every run is in the log.

    Run automaticallyEvent in the funnelTask, contact, messageApproval for risky steps

Trust needs clarity

Clear about what works today.

01 / The existing evidence

What applies today.

The page describes only what works in Peak One today. Anything beyond that is marked as planned.

Peak Forms / Peak CRMEXAMPLE
Peak FormsField mappingPeak CRM
Mapping
Example
Arrival in the workspace
Not checked

02 / Your check

No invented numbers.

Peak names no conversion rates, customers or results that do not come from your own workspace.

Account
Not connected here
Rights
Roles in the workspace

03 / The clear limit

Only with consent.

Contact data and marketing e-mails only reach people who agreed. Peak contacts nobody on its own.

  • Peak app
  • Same object
  • Export
  • Planned

The next step

Plan your next funnel.

In the Funnel Planner you work through goal, stations and numbers and then build each station in Peak One.

See an automation
Your field mappingNOT CONNECTED
Peak Forms→Peak CRM
Email → Contact (person)

Check in your workspace what actually arrived.

Frequently asked questions

Is this available in Peak One today?

Yes. What this page describes works in Peak One today.

Does this page store my entries?

No. Examples and calculators run in your browser only. Nothing is stored or sent to Peak.

More in Peak Funnel