Help Center
Find answers to common questions and learn how to get the most out of funeral.link.
Frequently Asked Questions
Getting Started
How do I create an account?
Visit app.funeral.link and click "Start free". Enter your email and you'll receive a login code. No password required - we use secure email-based authentication.
Is there a free trial?
Yes! You get a 14-day free trial with access to all features. No credit card required to start. You can upgrade to a paid plan at any time during or after the trial.
How long does setup take?
Most users are up and running in under 30 minutes. Passare integration is the quickest at about 5 minutes. More complex setups with multiple lead sources may take longer.
Do I need technical knowledge to use funeral.link?
No technical knowledge is required. Our dashboard is designed to be user-friendly. If you can use email and a web browser, you can use funeral.link. We also provide setup assistance if needed.
Can multiple team members access our account?
Yes! You can invite team members from your dashboard. Each person gets their own login. Paid plans include unlimited team members.
Integrations
How do I connect Passare?
In your funeral.link dashboard, go to Integrations > Passare. You'll need your Passare API credentials. Contact Passare support if you don't have them. The connection takes about 5 minutes.
Do you support my CRM?
We support Pipedrive, Salesforce, HubSpot, GoHighLevel, FuneralDecisions, and any CRM that can receive webhooks. If your CRM isn't listed, contact us - we can likely support it.
Can I connect multiple lead sources?
Yes! You can connect as many lead sources as you want - Passare, direct mail vendors, online forms, guestbooks, and more. All leads flow through funeral.link to your CRM.
How do I set up direct mail tracking?
We provide unique tracking URLs for your mail pieces. When recipients respond online, we capture their information and sync it to your CRM with the campaign details attached.
Can I use funeral.link with my existing website forms?
Yes! We can capture leads from your website forms in several ways: direct form integration, Zapier, or custom webhooks. Contact us for help setting up your specific forms.
What data comes from Passare?
We sync acquaintance data from Passare case files, including names, contact information, relationships, and any custom fields you've configured. Case data syncs automatically within minutes.
Billing & Pricing
How does pricing work?
Pricing is based on the number of contacts you sync per month. All lead sources and CRM destinations are included - no per-integration fees. See our pricing page for current rates.
What happens if I go over my contact limit?
We'll notify you when you're approaching your limit. You can upgrade at any time and we'll pro-rate the difference. We never stop syncing mid-month - we just ask you to upgrade for the next billing cycle.
Can I cancel anytime?
Yes, there are no contracts or commitments. Cancel anytime from your dashboard and you won't be charged again. Your data remains accessible until the end of your billing period.
Do you offer annual billing discounts?
Yes! Pay annually and save 20% compared to monthly billing. Annual plans are billed upfront for the full year.
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express) and can arrange invoicing for Scale plan customers.
Do you offer discounts for agencies or multi-location groups?
Yes! Our Scale plan includes volume discounts for agencies managing multiple funeral homes. Contact sales for a custom quote based on your total contact volume.
Security & Privacy
Is my data secure?
Yes. We use bank-level encryption (AES-256) for all data in transit and at rest. We never sell your data and are fully compliant with privacy regulations.
Do you store lead data?
We process lead data to transform and route it to your CRM. Data is encrypted and retained only as long as needed for processing, troubleshooting, and analytics. You can request data deletion at any time.
Where are your servers located?
Our infrastructure runs on AWS in the United States. All data stays within the US and is backed up regularly.
Do you have an SLA for uptime?
Scale plan customers receive an SLA with guaranteed 99.9% uptime. We maintain high availability across all plans and publish our status at status.funeral.link.
Lead Capture
What is a contact?
A contact is anyone who flows through funeral.link from any source to your CRM. This includes Passare acquaintances, guestbook entries, event attendees, and online form submissions.
How quickly are contacts synced to my CRM?
Most contacts sync within seconds of being captured. Passare data syncs within 1-5 minutes depending on your sync frequency settings.
Can I set up lead routing rules?
Yes! On paid plans, you can create rules to route leads based on location, source, zip code, or custom criteria. For example, route leads from Chapel A to one pipeline and Chapel B to another.
Do you deduplicate contacts?
Yes! We automatically check for duplicate contacts based on email and phone number. You can configure how duplicates are handled - update existing, create new, or skip.
Data & Syncing
What data fields are supported?
We support all standard contact fields (name, email, phone, address) plus deathcare-specific fields like deceased name, relationship, service date, and pre-planning interest. Custom fields are supported on paid plans.
Can I map fields between systems?
Yes! Our field mapping lets you control exactly how data flows between your lead sources and CRM. Map any incoming field to any CRM field.
Do you normalize data?
Yes! We automatically normalize phone numbers, addresses, and names. Different formats from different sources become consistent, clean data in your CRM.
Can I see a history of synced contacts?
Yes! Your dashboard shows a complete history of all contacts synced, including source, destination, timestamp, and any errors. You can filter and search this history.
Troubleshooting
A contact didn't sync - what should I do?
Check your dashboard's sync history for error details. Common issues include CRM rate limits, invalid email addresses, or missing required fields. Most issues can be resolved by re-syncing the contact.
I'm seeing duplicate contacts in my CRM
Check your deduplication settings in funeral.link. You may need to adjust the matching criteria or enable stricter duplicate detection. Existing duplicates can be merged in your CRM.
My Passare integration stopped working
First, check that your Passare API credentials are still valid. If they've expired, regenerate them in Passare and update them in funeral.link. Contact support if the issue persists.
Contacts are missing data when they reach my CRM
Check your field mapping configuration. Ensure the source fields are mapped to the correct CRM fields. Some data may not be available from all sources.
How do I get help if something isn't working?
Contact our support team via the Contact page or email support@funeral.link. Priority support is available on paid plans with faster response times.