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Peak Automations / Lead qualification

Twenty enquiries are in.Three of them matter today.

When someone fills in your form, Peak creates the contact in the CRM or finds it by e-mail, without duplicates. An AI step classifies the enquiry by the categories you set. Only for “good fit” is a call-back task created. You decide what counts as good, not the AI.

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

Local draft · no product activation
See the qualification flow

Try it on a local sample enquiry.

One enquiry. One classification. One next step.

Form / classification / task

01When02Then03Only if “good fit”
Working example / qualification

What happens to a new enquiry.

When
A form in Peak Forms is submitted
Then
Create or find the contact, classify with AI
Only if “good fit”
Create a call-back task in sales
Editorial structure sketch · not the product interface

Your qualification rule

From three answers to a described automation.

Fill in the example with a made-up form and see how intake, categories and next step fit together. Everything stays in this preview.

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

Peak Automations / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three questions. An enquiry with direction.

Draft · not yet put together

The intake
Still open
The categories
Still open
The next step
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From enquiry to call-back

One form. With an order.

The order turns a loose enquiry into a contact with a classification and a next step.

  1. 01Case

    The contact is created once.

    When

    A form in Peak Forms is submitted

    Peak looks the person up by e-mail in the CRM and only creates them if they don't exist yet. Typeform or a HubSpot contact can also be the trigger.

    Form → contact in the CRM
  2. 02Action

    Classify by your rules.

    Then

    Create or find the contact, classify with AI

    “Classify with AI” picks exactly one of your categories and states the confidence. A condition lets only matching enquiries continue.

    Category → condition
  3. 03Result

    The call-back is ready.

    Only if “good fit”

    Create a call-back task in sales

    The task concerns the contact and sits in Peak Task. In the local example you get a qualification note.

    Sample artifact → qualification note

The next proof is the product

Check it on your real form.

Describe the automation in Peak in one sentence, look at the flow view and start the test run. The test shows which contact would have been found and which category chosen.

Start Peak Automations

Peak Automations / Your next step

A good enquiry deserves a quick call-back.

Try the example with the form that brings in most of your enquiries.

See the qualification flow
Local working example

Sort first. Then call.

Create a call-back task in sales

Frequently asked questions

Does the AI decide which lead is good?

No. You set the categories, the AI step picks exactly one of them and shows its confidence. You decide the rule for what happens next.

Are duplicate contacts created?

No. Peak finds the person by e-mail in the CRM and only creates them if they don't exist yet.

Which forms work?

Peak Forms and Typeform through your workspace's connection. A new CRM or HubSpot contact can also be the trigger.

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