Peak Automations / Sales teams

The deal is won.The hand-off must not stall now.

In sales, gaps appear between moments: a contact without classification, a won deal without a hand-off. Peak Automations reacts to events in Peak CRM, classifies with an AI step, creates tasks and writes to Slack or HubSpot.

Your goal for the next step

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation

See sales examples

Two sample flows · contacts are never duplicated.

Deal won. Hand-off running.

One lead / one won deal

01Trigger02Steps03Контроль

Example / Sales teams

Contact, deal, hand-off.

Trigger: Contact created, deal won or lost, HubSpot event.
Steps: AI classification, task, Slack message, HubSpot upsert.
Контроль: Duplicate check and test run before switching on.

Example with fictional data · not the product interface

For sales teamsNew contact → Deal won → Hand-off

Your first automation

Which hand-off sticks for you?

Set the moment, the hand-off and the channel. The preview shows the rule and stores nothing.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Automations / Start noteLOCAL DRAFT

02 / Your start noteLocal preview

Three answers. A clean hand-off.

Draft · not yet put together

Trigger: Still open
Hand-off to: Still open
Channel: Still open

Your input appears here right away. With “View the start note” you check the three details locally.

Two sales moments

Where does something get stuck in sales?

Pick the moment. The example shows who gets what afterwards.

Contacts come from several sources

A contact is created in Peak CRM.

The action: An AI step classifies the contact by your categories; Peak creates a task for the person in charge.
The intent: No contact stays without a next step.

Working example / New contact

Example: contact → classification

When: Contact created (example)
Then: AI step: classify
And: Task “first contact”

Editorial structure sketch · not a customer reference

The example shows the structure. In Peak Automations you describe your team's hand-offs.

To the next step

Is this for you?

What works today. What doesn't yet.

A sales team that
no longer loses a hand-off in chat.

This is where the example helps.

Your deals and contacts live in Peak CRM.
The team talks in Slack; HubSpot should stay up to date.
You want contacts classified, not tagged by hand.

Local previewPeak Automations

Nothing runs

What Peak Automations doesn't do today.

Peak Automations does not send cold bulk emails.
Triggers on deals without activity are planned, not available today.
Revenue or ROI attribution per automation is planned, not available today.

From the example to a real automation

Build your deal hand-off.

Connect Slack and HubSpot in the integrations, describe the hand-off and test it with a sample deal. The duplicate check spots similar automations.

Start with Peak Automations

Peak Automations / Your next step

Won means: handed over.

Start with the hand-off that stalls most often.

See sales examples

Local working example

For sales that should sell, not maintain.

Duplicate check and test run before switching on.

Frequently asked questions

Are these real customer cases?

No. They are examples built from triggers and actions that exist today. We only show customer cases with evidence.

Does an automation start running right away?

No. You test it with an example first and then activate it yourself. Nothing runs before that.

Does the Agent decide about my deals?

No. The Agent classifies and summarises. What happens with the deal is up to your team.