Platform / CRM Sync
Automatic sync to your CRM
Leads flow into your CRM in real-time. Data gets normalized, fields get mapped, and contacts appear exactly where your team expects them.
From manual entry to automatic sync
Manual CRM updates
- Copy names, phones, emails from one system to another
- Reformatting data to match CRM fields
- Contacts missing or entered incorrectly
Automatic CRM sync
- Contacts appear in your CRM within seconds
- Data automatically formatted for your CRM
- Every contact tracked and verified
How CRM sync works
funeral.link handles the messy work of getting data from one system to another.
Data arrives
Lead data comes in via webhook from Passare, direct mail, or other sources.
Normalize format
Different source formats get converted to a consistent schema.
Map fields
Source fields map to your CRM's custom fields automatically.
Sync to CRM
Contact created or updated in your CRM with all relevant data.
Sync to the CRM you already use
FuneralDecisions
Purpose-built for deathcare. Full integration with custom fields.
Learn more →Pipedrive
Visual pipelines for preneed sales. Deals and contacts synced.
Learn more →GoHighLevel
All-in-one marketing platform. Multi-location sub-accounts supported.
Learn more →Salesforce
Enterprise CRM. Leads, contacts, and custom objects.
Learn more →HubSpot
Inbound marketing. Contacts and automated workflows.
Learn more →Custom CRM
Webhooks, API, or Zapier. Connect anything with an API.
Learn more →Deathcare-specific field mapping
funeral.link understands funeral home data. Fields map automatically with no manual configuration needed.
Field Mapping Example
Source (Passare)
service.deceased_name
CRM Custom Field
deceased_name_v1
Source (Passare)
service.date
CRM Custom Field
date_of_service_v1
Source (Passare)
acquaintance.relationship
CRM Custom Field
relationship_v1
Reliable, every time
funeral.link handles errors gracefully so no lead ever gets lost.
Raw data preserved
Original webhook data stored for audit trail. Replay if needed.
Automatic retry
Failed syncs retry automatically. CRM downtime doesn't lose leads.
Error tracking
Status tracking for every sync. See what succeeded and what needs attention.