Peak Automations / Event follow-up
The trade show was packed.The business cards are still in the suitcase.
When someone fills in a Peak Forms form or a Typeform at the booth or to register, or books a meeting through Calendly, Peak creates the contact or finds it by e-mail. On top come a note with the occasion, a follow-up task and, if you want, an AI draft of the thank-you e-mail. It is sent through Gmail only after your confirmation.
Put the goal into words. Add perspectives and timing right below.
Try it with a made-up trade-show contact.
Sample contact / fictional data
What happens after the conversation.
- Kişi
- Created in Peak CRM or found by e-mail.
- Note
- “Talk at the booth, interested in maintenance.” (example)
- Takip
- Task in two days, thank-you e-mail as a draft to confirm.
Your follow-up in three answers
Who gets in touch with whom?
Fill in the example with a made-up event. You see which details Peak needs for the automation. Nothing is saved or sent.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three questions. No contact gets lost.
Draft · not yet put together
- The intake
- Still open
- The people in charge
- Still open
- The follow-up
- Still open
From the booth to the second conversation
Capture. Assign. Follow up.
The order makes sure every contact from the event has a person who gets in touch.
- 01Capture
The contact lands in the CRM.
KişiCreated in Peak CRM or found by e-mail.
Found by e-mail, so no duplicates. Company and note are added.
Form → contact - 02Assign
A task with a date.
Note“Talk at the booth, interested in maintenance.” (example)
The person who had the conversation gets a task in Peak Task and a note in the Inbox.
Task → Peak Task - 03Follow up
The draft waits for you.
TakipTask in two days, thank-you e-mail as a draft to confirm.
An AI step drafts the thank-you e-mail. Gmail sends only once someone confirms the step in the Inbox.
Sample artifact → confirmed draft
The next proof is the product
Prepare the next event.
In Peak Automations you describe the follow-up in one sentence, and Peak builds the trigger, contact, task and draft. After the test run with a sample contact you switch it on.
Start with Peak AutomationsPeak Automations / Your next step
The event doesn't end at the booth.
Try the example with your next upcoming event.
See the event example
The conversation becomes a contact.
Task in two days, thank-you e-mail as a draft to confirm.
Frequently asked questions
Are ticket or event platforms connected?
No. Contacts come in through Peak Forms, Typeform or Calendly.
Does Peak send bulk e-mails after the event?
No. Every e-mail is a draft that waits for confirmation.
Who gets the follow-up task?
The person you set in the automation, with a due date in days.