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Peak Atlas

Integration · Gmail

Emails become tasks. And context per customer.

Gmail connected means: messages become tasks in Peak Board, the history attaches to person and company, and Ask Peak can suggest drafts.

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What connects

Gmail and Peak One.

What the Gmail integration connects to Peak One
What Peak readsEmails as tasks in Peak Board · History per contact and company · Drafts with Ask Peak
Becomes this in PeakTask · Person · Organization · Event
DirectionInto Peak · Actions out of Peak are planned
Sign-inAt the provider, in Peak One under Settings › Integrations. Multiple accounts possible, can be disconnected anytime.
Used byWork · Customer · CRM · AI

Example workflow

Here's what it looks like day to day.

  1. TriggerA customer email
  2. 01History attached to person and company
  3. 02Reply as a task
  4. 03Due in Peak Day
Result: No follow-up depends on the inbox.

Setup

Connect in three steps.

  1. 01 / 03

    Open Integrations

    In Peak One settings under Integrations, choose Gmail.

  2. 02 / 03

    Approve

    You see what is requested and explicitly approve it. Multiple accounts are possible.

  3. 03 / 03

    Have it assigned

    Peak maps the data to your existing objects. The connection can be disconnected at any time.

Frequently asked questions

Briefly answered.

Does Peak make a copy of my Gmail data?

No. Records from Gmail are mapped to core objects (Task, Person, Organization, Event). The external ID is kept as a reference.

Can I disconnect the connection again?

Yes, anytime in the settings under Integrations.

Keep exploring

What's included.

Welt Revenue

More integrations

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Connect Gmail. The rest follows.

Emails become tasks, customer context and context for Ask Peak. Log in with Google and see your company in one place.

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