Peak Booking / Forms → Booking → CRM
From interest to the next customer touchpoint.Without a break.
A form sparks interest, a meeting follows, and afterwards nobody knows where the answers are. In Peak One a result in Peak Forms leads to a booking page, the guest becomes a contact without duplicates and the meeting shows up as an activity in Peak CRM.
Put the goal into words. Add perspectives and timing right below.
Local example · nothing is sent, booked or stored.
Form / Meeting / Contact
Three tools, one contact.
- Peak Forms
- The result “high need for action” leads to the booking page.
- Peak Booking
- The guest books a real free time; the meeting is one event in Peak One.
- Peak CRM
- The booking appears as an activity on the same contact, without a duplicate.
Your path in the example
Form, meeting, next step.
Describe your form, the result that leads to a meeting and the step after it. The preview stores nothing.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three answers. One continuous path.
Draft · not yet put together
- Form
- Still open
- 会议
- Still open
- CRM
- Still open
One path through three apps
One reality instead of three lists.
Peak Forms, Peak Booking and Peak CRM work with the same people and companies. Nobody copies data from one tool to the next.
- 01Ask
The form clarifies the need.
Peak FormsThe result “high need for action” leads to the booking page.
A result in Peak Forms can point to a booking page. Whoever fits goes straight to choosing a time.
Form → booking page - 02Book
A real meeting.
Peak BookingThe guest books a real free time; the meeting is one event in Peak One.
The guest books a free time from your Google Calendar. They become a Peak contact; a known company is matched by its email domain.
Booking → contact without duplicate - 03Continue
The next step in the CRM.
Peak CRMThe booking appears as an activity on the same contact, without a duplicate.
In Peak CRM you see the booking and the meeting outcome as activities on the contact and create the next step. In the example only a note is created.
Sample artifact → next step
From the example to the real thing
Connect your form to a booking page.
Create your page in Peak Booking and let a result in Peak Forms point to it. Book yourself in test mode and see the activity on the contact in Peak CRM.
Start with Peak BookingPeak Booking / Your next step
Someone shows interest. At the meeting you already know them.
Try the path in the example. Then connect your real form to a booking page.
View how it fits together
No copying between tools.
The booking appears as an activity on the same contact, without a duplicate.
Frequently asked questions
Is the same contact created twice?
No. Form and booking end up on the same contact in Peak; a known company is matched by e-mail domain only.
Can a form lead straight to a booking page?
Yes. An outcome in Peak Forms can point to a Peak Booking page.
Are follow-up e-mails sent automatically?
Not yet. Automatic follow-ups are planned.