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Peak Atlas

Peak CRM · Integrations

See connections
honestly.

Which Peak apps and inboxes hand data to Peak CRM, what does that require, and what is only planned? This shows the data path, not just a logo.

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Example mapping · no connection is made

Peak BookingThe booking
Peak CRMThe target field
Peak CRM · Example mapping
One mapping in detail
01 / Peak BookingEmail
02 / Fictional test valuealex@example.com
03 / Peak CRMperson.email

A readable field path as an example. No transfer.

View all 5 mappings
Example field mapping with fictional values.
Peak BookingPeak CRM property
Emailperson.email
Tênperson.name
Companycompany.name
Cuộc họpevent.starts_at
Sourcelead.source
Example mapping
No transfer
You set up connections in the product. Nothing is connected on this page.
One concrete target

Understand fields. Keep the source.

Peak CRMArrival in the workspaceNot checked yet

The mapping shows the translation. Only a test in your workspace shows what actually arrives.

02 / Requirements before promises

Connecting is more than a logo.

A connection needs a clear owner, authorised access and a test.

  1. 01 / The status

    Check the status

    Proven, planned or unknown: every connection has its own state.

    What is available?Peak appsInboxesPlanned
  2. 02 / The access

    Grant access

    You connect inboxes and accounts yourself in the product.

    Who grants it?Your accountSet up in the productNo linking here
  3. 03 / The test

    Test with sample data

    Only a test in your workspace shows what actually arrives.

    What arrives?Compare fieldsTest recordCheck the result

Trust needs clarity

Status, requirements and limits.

01 / The existing evidence

A mapping is not a delivery receipt

The example shows the field translation. No data was transferred here.

Peak Booking / Peak CRMEXAMPLE
Peak BookingField mappingPeak CRM
Mapping
Example
Arrival in the workspace
Not checked

02 / Your check

No silent connecting

No account is linked on this page. Access is granted only in the product.

Account
Not connected
Permission
Grant in the product

03 / The clear limit

No blanket “integrated”

Peak apps, inboxes and planned connections are different states and are named one by one.

  • Peak app
  • Inbox
  • Webhook
  • Planned

The next step

Understand first. Then connect.

Start Peak CRM and check in the product which connections are available to you.

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Your field mappingNOT CONNECTED
Peak Booking→Peak CRM
Email → person.email

Check in your workspace what actually arrived.

Frequently asked questions

Is an account connected on this page?

No. You set up connections in the product. Nothing is linked or transferred here.

Do duplicate contacts appear when several apps are connected?

Peak apps work with the same contact instead of copies. You check how that looks in your case with test data in your workspace.

Which connections are already available?

You see that in the product. Every connection has its own state: proven, planned or unknown.

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