01 / The existing evidence
What applies today.
The page describes only what works in Peak One today. Anything beyond that is marked as planned.
Field mapping
- Mapping
- Example
- Arrival in the workspace
- Not checked
Peak Funnel · Forms to revenue
From the form.
To the order in the CRM.
Whoever fills in a form becomes a contact in Peak One, not a row in a spreadsheet. Deal, task and meeting hang on the same contact.
See the flowLocal example · nothing is stored or sent.
Peak FormsThe sourcePeak CRMThe target in Peak OnePeak CRM · Example mapping
One mapping in detail
01 / Peak FormsEmail
02 / Fictional test valuealex@example.com
03 / Peak CRM
Contact (person)A readable field path as an example. No transfer.
View all 4 mappings
| Peak Forms | Field in Peak CRM |
|---|---|
Contact (person) | |
| Company | Company |
| 예산 | Deal value |
| Outcome | Next step |
Example mapping
No transfer
No transfer
Nothing is connected on this page. You see the paths in the product.
One concrete targetPeak CRMArrival in the workspaceNot checked yet
Understand fields. Keep the source.
Peak CRMArrival in the workspaceNot checked yetThe mapping shows where the data goes. Only a test in your workspace shows what actually arrives.
02 / The flow
Capture. Assign. Sell.
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.
- 01 / Contact
Submit the form
The answer with an e-mail becomes a contact.
Submit the formCaptureAssignSell - 02 / Task
Create a task
A follow-up lands with the right person.
Create a taskContactTask거래 - 03 / 거래
Run the deal
In the CRM it continues with offer and meeting.
Run the dealOnce, not twiceNext step in Peak WorkIn Peak CRM
Trust needs clarity
Clear about what works today.
Field mapping02 / 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
- 내보내기
- 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 the flow→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.