Pipedrive logo
+
f.l
Live Integration

Visual pipeline for preneed sales

Pipedrive's visual deal pipeline is perfect for tracking preneed leads. funeral.link fills your pipeline automatically from all your lead sources.

Why funeral homes choose Pipedrive

Pipedrive's visual, intuitive interface makes it easy for preneed counselors to manage their pipeline

Visual pipeline

Drag-and-drop deals across stages. See your entire preneed pipeline at a glance. Know exactly where every lead stands.

Activity tracking

Schedule calls, emails, and follow-ups. Pipedrive reminds you so no lead falls through the cracks.

Mobile ready

Counselors can update deals, log calls, and check leads from anywhere. Perfect for preneed sellers on the road.

What funeral.link creates in Pipedrive

Full contact and deal records with all lead data mapped

Person Created

JW

James Wilson

james.wilson@email.com

Phone

(555) 123-4567

Lead Source

Passare

Deal Created

James Wilson - Preneed

New Lead stage

Pipeline

Preneed Sales

Value

$4,500

Campaign

Wilson Memorial

Created

Auto by funeral.link

What you can automate

Set up once, then every lead flows automatically

WHEN
Lead captured
THEN
Create Person in Pipedrive

Contact details, phone, email, address - all mapped to Pipedrive fields automatically.

WHEN
Person created
THEN
Create Deal in pipeline

Optionally create deals linked to the contact, placed in your configured pipeline stage.

WHEN
Lead has context
THEN
Add activity note

Source, campaign, relationship - added as notes so counselors have full context.

Capture leads from all your sources

funeral.link connects every lead source to your Pipedrive

Get connected in minutes

1

Connect via OAuth

One click to authorize funeral.link with your Pipedrive account. No API keys to copy.

2

Choose your pipeline

Select which Pipedrive pipeline and stage new deals should land in.

3

Map your fields

Configure how lead data maps to your Pipedrive custom fields.

Watch leads flow in

Every lead from your connected sources creates contacts and deals automatically.

About Pipedrive

Pipedrive is a sales CRM designed to help small teams manage leads and close more deals. Its visual pipeline interface makes it easy to see exactly where every deal stands. Used by over 100,000 companies worldwide, Pipedrive is popular among funeral homes for its simplicity and powerful automation features.

Visit pipedrive.com →

Fill your Pipedrive pipeline automatically

Connect funeral.link and watch leads from all your sources appear in Pipedrive.