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Peak Atlas

Peak CRM · Zero admin

Less double entry.
More selling.

An email or a meeting can become a suggestion for your CRM: a new contact, an activity, a next step. You see where each field comes from and confirm it yourself.

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Example mapping · no connection · nothing is saved

EmailYour data
Peak CRMThe target field
Peak CRM · Example mapping
One mapping in detail
01 / EmailSender
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.
EmailPeak CRM property
Senderperson.email
Tênperson.name
Companycompany.name
Eventactivity.type
Next steptask.title
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 / Suggestion, not automation

Compare first. Then take over.

Less admin does not mean less control: every suggested change waits for you.

  1. 01 / The event

    Notice the event

    An email or a meeting with a customer.

    What happened?Email receivedMeeting heldCustomer recognised
  2. 02 / The access

    Suggest a change

    Contact, activity and next step as a readable suggestion.

    What may be read?Your inboxLịch của bạnApproval in the product
  3. 03 / The confirmation

    Confirm or discard

    Only your confirmation changes your CRM. Undo stays possible.

    What is taken over?Compare the suggestionConfirmUndo

Trust needs clarity

Status, requirements and limits.

01 / The existing evidence

An example, no access

This page reads no inbox and no calendar. The fields shown are an example.

Email / Peak CRMEXAMPLE
EmailField mappingPeak CRM
Mapping
Example
Arrival in the workspace
Not checked

02 / Your check

Grant access on purpose

You decide in the product which inboxes and calendars Peak CRM may read.

Account
Not connected
Permission
Grant in the product

03 / The clear limit

No silent overwriting

Suggested changes replace no data without your confirmation.

  • Email
  • Cuộc họp
  • Note
  • Planned

The next step

Understand first. Then take over.

Start Peak CRM and check which suggestions come out of your daily work.

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

Check in your workspace what actually arrived.

Frequently asked questions

Does Peak CRM read my inbox?

Only if you grant access in the product. This page reads no inbox and no calendar.

Is my CRM data overwritten automatically?

No. Suggested changes replace no data without your confirmation.

Are the fields shown real data?

No. The mapping is an example with fictional values.

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