Peak Automations / Referrals
Someone recommended you.Who takes care of it now?
When someone fills in a referral form in Peak Forms, Peak creates the referred person in Peak CRM or finds them by e-mail, notes who made the referral and gives one person a task. After a won deal, Peak can create a task to ask for a referral later, with an AI draft that is confirmed before sending.
Put the goal into words. Add perspectives and timing right below.
Try it with a made-up referral.
Sample referral / fictional data
What happens with a referral.
- Intake
- Referral form submitted.
- 人
- Referred person created, note “referred by …”.
- Thanks
- Task for the sales team, thank-you e-mail as a draft.
Your referral in three answers
Who contacts whom?
Fill in the example with a made-up referral. You see which details Peak needs. Nothing is saved or sent.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three questions. No referral fizzles out.
Draft · not yet put together
- The trigger
- Still open
- The people in charge
- Still open
- The thanks
- Still open
From the referral to a conversation
Capture. Assign. Thank.
The order makes sure both sides hear something: the person referred and the person who referred.
- 01Capture
A contact with its origin.
IntakeReferral form submitted.
The referred person is found or created by e-mail, and the note records who made the referral.
Form → person with note - 02Assign
One person gets in touch.
人Referred person created, note “referred by …”.
A task with a due date goes to the sales team, plus a note in the Inbox.
Task → Peak Task - 03Thank
The thanks waits for confirmation.
ThanksTask for the sales team, thank-you e-mail as a draft.
An AI step drafts the thank-you e-mail, and Gmail sends only after confirmation in the Inbox.
Sample artifact → thank-you draft
The next proof is the product
Capture the next referral.
In Peak Automations you pick “form submitted” or “deal won” as the trigger, set contact, note, task and draft, and switch on after the test run.
Start with Peak AutomationsPeak Automations / Your next step
Referrals deserve a reply.
Try the example with the last referral that is still open.
See the referral example
Whoever refers hears back.
Task for the sales team, thank-you e-mail as a draft.
Frequently asked questions
Does Peak settle rewards or commissions?
No, not this automation. It creates contacts, notes and tasks.
Does Peak ask customers for referrals on its own?
No. After a won deal a task and, if you want, a draft are created; sending happens after confirmation.
Is the referred person created twice?
No. They are found by e-mail and created only if they don't exist yet.