Connect ClearEstate to funeral.link
Estate settlement leads flow directly to your CRM. Turn families navigating estates into preneed opportunities.
ClearEstate
Estate Services
funeral.link
Lead Automation
What you can automate
Set up once, then forget about it. funeral.link works in the background.
Family starts estate process
Create lead in CRM
When a family begins using ClearEstate's services, their information is captured as a preneed lead.
Estate milestone reached
Update lead status
As families progress through estate settlement, lead status updates to inform follow-up timing.
Services completed
Trigger preneed outreach
After estate services conclude, initiate appropriate preneed marketing sequences.
Why integrate with funeral.link?
Estate-to-preneed pipeline
Families settling estates often think about their own planning.
Milestone tracking
Know where families are in their estate journey.
Automated lead flow
No manual data entry. Leads sync automatically.
Respectful timing
Reach out at appropriate moments in their journey.
How to connect
Get started in just a few minutes
Connect ClearEstate
Link your ClearEstate account to funeral.link.
Configure capture rules
Set up which events create leads.
Route to your CRM
Choose your CRM destination and field mapping.
Route leads to these CRMs
funeral.link connects ClearEstate to your favorite tools
About ClearEstate
ClearEstate helps families navigate the complex process of estate settlement with technology and support services.
Get notified when ClearEstate is ready
Be first in line when this integration goes live. We'll reach out as soon as it's available.