Salesforce logo
+
f.l
Live Integration

Enterprise-grade CRM integration

For larger funeral home groups and organizations on Salesforce. Full campaign attribution, custom object support, and Flow triggers.

Flexible object mapping

Create records in the Salesforce objects that match your workflow

Leads

Standard Lead object for unqualified prospects. Perfect for direct mail responses and event attendees.

Contacts

Create Contacts linked to Accounts. Ideal for acquaintances from existing family relationships.

Custom Objects

Map to your custom Preneed_Lead__c or similar objects. Full custom field support.

Full campaign attribution

Track marketing ROI with Salesforce Campaigns. Every lead created by funeral.link can be linked to the Campaign that generated it.

  • Create Campaign Members automatically
  • Track first-touch and multi-touch attribution
  • Calculate ROI on direct mail, events, and more
  • Report on lead source effectiveness

Campaign Report

Fall Direct Mail 202447 leads
Passare Acquaintances132 leads
Estate Services Referrals28 leads
Total this quarter207 leads

Capture leads from all your sources

funeral.link connects every lead source to your Salesforce org

Enterprise-ready setup

Sandbox testing, OAuth connection, full documentation

1

Connect via OAuth

Authorize with sandbox or production. No security review required - we use standard OAuth.

2

Choose target object

Select Lead, Contact, or your custom object. We'll show available fields.

3

Map fields

Configure how lead data maps to your Salesforce fields, including picklists and lookups.

4

Test in sandbox

Verify with test leads before going live. Switch to production when ready.

Ready to connect Salesforce?

Enterprise-grade integration for enterprise-grade organizations.