01 / The existing evidence
Structured answers
Every question has a fixed ID. So the budget always lands in the same placeholder of your template.
Field mapping
- Adapter in source code
- Present
- Receipt in the target account
- Not checked
Peak Forms · Documents
An inquiry becomes a document,
not retyping.
The answers of a project inquiry are ready in structure. Via webhook you fill a document template or create a folder with them, without copying anything by hand.
Start for freeFile uploads inside the form are not available yet.
Peak FormsYour answerHubSpotThe matching fieldHubSpot · CRM adapter
One mapping in detail
01 / Peak FormsEmail
02 / Fictional test valuedemo@example.com
03 / HubSpot
emailA readable field path from the adapter. No transfer, no verified delivery.
View all 5 mappings
| Peak Forms | HubSpot property |
|---|---|
email | |
| First name | firstname |
| Last name | lastname |
| Lifecycle stage | lifecyclestage |
| Lead status | hs_lead_status |
Code present
Delivery unverified
Delivery unverified
The connection is set up in the real product. No OAuth happens here.
One concrete targetHubSpotReceipt in the target accountNot checked yet
Understand fields. Check access.
HubSpotReceipt in the target accountNot checked yetA mapping shows the translation. Only a test in the authorised account shows that data arrived.
02 / How to set it up
Build once, use always.
A fictional agency uses the “Get to know the project” template and creates a briefing document for each inquiry.
- 01 / Template
Create a template
Create a template with placeholders for the answers in your document tool.
Placeholders for the answers.GoalTimingBudget range - 02 / Webhook
Connect the webhook
Create a webhook for “form submitted” in Peak One and enter the address from Zapier, Make or n8n.
form.submitted with all answers.Zapier, Make or n8nA fixed ID per questionAlways the same placeholder - 03 / Storage
Map with a test
Send a test event and map each answer to the matching placeholder.
One folder per inquiry.Name and company name itDocument template filledCSV export as archive
Trust needs clarity
Who creates what.
Field mapping02 / Your check
Your check
Send a test event and map each answer to the matching placeholder. Which storage you use is up to your automation tool.
- Account
- Not connected
- Permission
- Grant in the product
03 / The clear limit
What's missing
File uploads and signatures inside the form are not available yet; they're planned, without a fixed date. Documents aren't created by Peak Forms itself but by your automation tool with the data from the webhook.
- Adapter
- Webhook
- Embed
- Planned
The next step
No more retyping.
Create your inquiry form, then connect it to your storage.
Start for free→Check in the target account what actually arrived.
Trạng thái
Documents and storage today.
Tools not listed here are usually also reachable through Zapier, Make or n8n.
Storage
- Google DriveVia webhook
Through the signed webhook and Zapier, Make or n8n.
Set up the webhook - DropboxVia webhook
Through the signed webhook and Zapier, Make or n8n.
Set up the webhook - OneDriveVia webhook
Through the signed webhook and Zapier, Make or n8n.
Set up the webhook - Xuất CSVĐang hoạt động
Download all responses as a file.
Kết nối trong Peak One
Documents
- Google DocsVia webhook
Through the signed webhook and Zapier, Make or n8n.
Set up the webhook - NotionVia webhook
Through the signed webhook and Zapier, Make or n8n.
Set up the webhook
Inside the form
- Tải tệp lênNot live yet
Respondents can't upload files yet.
Use the webhook until then - Chữ kýNot live yet
There's no signature field in the form yet.
Use the webhook until then
Frequently asked questions
How do I still get files from clients?
Ask for a link in the form, for example to a shared folder. The “URL” field checks that it's a valid link.
Can I create a PDF of the responses?
Through a document template in your automation tool, yes. Peak Forms itself exports CSV.
Can the inquiry become a proposal?
The answers form the basis for your proposal draft. There's no automatic hand-off into Peak Offer.