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Connect Cadence to funeral.link

Turn estate planning relationships into preneed opportunities. Capture leads from Cadence's aftercare platform and route them to your CRM.

What you can automate

Set up once, then forget about it. funeral.link works in the background.

Trigger

Family engages with Cadence

Action

Create preneed lead

When a family uses Cadence's estate services, their information is captured as a preneed opportunity in your CRM.

Trigger

Estate service completed

Action

Tag with service context

Each lead includes which services they used, giving your team context for thoughtful follow-up.

Trigger

Planning interest indicated

Action

Prioritize for outreach

Families expressing interest in preplanning are flagged for prompt follow-up by your preneed team.

Why integrate with funeral.link?

Warm aftercare leads

Families who've experienced your care firsthand are ideal preneed prospects.

Estate service context

Know exactly which services each family engaged with.

Automated capture

No manual tracking. Leads flow automatically to your pipeline.

Appropriate timing

Route leads based on their stage in the aftercare journey.

How to connect

Get started in just a few minutes

1

Connect Cadence

Link your Cadence account to funeral.link.

2

Configure lead capture

Choose which interactions create leads.

3

Set up CRM routing

Define where leads should flow.

Route leads to these CRMs

funeral.link connects Cadence to your favorite tools

About Cadence

Cadence provides estate concierge and aftercare services that help funeral homes support families through the estate settlement process while building lasting relationships.

Get notified when Cadence is ready

Be first in line when this integration goes live. We'll reach out as soon as it's available.