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Peak Automations / Template: form to meeting

Between request and meeting
nothing gets lost.

Whoever fills in a form gets a task in your team so someone offers a meeting. Whoever books through a connected Calendly ends up as a contact with a note in the CRM. And when an outcome is set in Peak Booking, the follow-up task is created. A finished chain of form, meeting, offer and payment as one product is planned and not part of this template.

For which occasion?

Change the sentence. The automation card next to it reacts instantly.

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

Example: offer a first call after a request

When the “First call” form is submitted, Peak checks whether the contact already exists by e-mail address.

Use sample data only.

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

Edit your draft in detailWhen, test details & then
01

Your draft

Make it yours.

More details in the test

Trigger, e-mail and sample data are always included in this demo.

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

01 / Anatomy of the template

One trigger.
Two clear actions.

The card shows with a sample person what happens after the request. The test stays local: no meeting, no contact, no task.

01 / The sentenceYour current draft

One sentence
that fits the flow.

Peak Automations · local preview
Example: offer a first call after a request

When the “First call” form is submitted, Peak checks whether the contact already exists by e-mail address.

Sentence → When → Then

The sentence says in plain words what the automation should do.

02 / The trigger
4test details
01Trigger02E-mail03Sample data04Timing
03 / The actionsText preview

And then?
A clear next action.

Then: create or update the contact and create an “Offer a meeting” task due tomorrow for the person in charge.

Test it in the automation card directly above.

02 / Three entry points

Before, during,
after the meeting.

Form before the meeting, booking through Calendly or the outcome from Peak Booking: choose the moment where your team loses time today.

Another example replaces the current demo draft.

  • 01 / Peak FormsSelected

    Request in, offer a meeting.

    A form in Peak Forms is the trigger.

    Form → task

    „Example: offer a first call after a request“

    4 details · Timing
  • 02 / CalendlySample draft

    Booked means: in the CRM.

    Calendly through your workspace's connection.

    Calendly booking

    „Example: Calendly bookings into the CRM“

    4 details · Condition
  • 03 / Peak BookingSample draft

    After the call, the next step counts.

    An outcome in Peak Booking is the trigger.

    Outcome set

    „Example: follow-up after the first call“

    5 details · Approved by + Timing

03 / Move on deliberately

Meetings that do not fizzle out.

In Peak Automations you choose the template, adjust the sentence and test with sample data. A person in your workspace connects Calendly under Settings → Integrations.

Your sentence, your trigger and your actions 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 book the meeting itself?

No. Peak creates a task or reads a booking from Calendly or Peak Booking. The person books.

Is there a chain form → meeting → offer?

Not yet as one product. This continuous chain is planned; today you connect individual steps.

What happens after a meeting?

When you set an outcome in Peak Booking, a follow-up task can be created from it.

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