Platform / Lead Routing
Smart routing to the right place
Set up rules once, and leads automatically flow to the right funeral home and CRM. Perfect for agencies managing multiple locations.
From manual sorting to automatic routing
Without routing rules
- Manually sort leads by location in spreadsheets
- Copy-paste contacts to different CRM accounts
- Leads go to the wrong funeral home
With routing rules
- Leads automatically route by location, source, or ZIP code
- Each funeral home gets their leads in their CRM instantly
- 100% accuracy, zero manual work
Routing rules that just work
Think of routing rules as filters. When a lead comes in, funeral.link checks your rules and sends it to the matching destination automatically.
Match on any field
ZIP code, funeral home ID, lead source, language - anything in the data.
Multiple operators
Exact match, contains, starts with - flexible matching for any scenario.
Real-time processing
Leads route to CRMs within seconds of arriving.
Example Rule
When a lead arrives where:
Then sync to:
Smith Memorial Chapel
GoHighLevel Location
Built for multi-location operations
Agencies and multi-location groups can route leads from one source to many different CRM locations automatically.
One Source
Passare Webhook
All cases & acquaintances
Route by
funeral home ID
Multiple Destinations
Smith Memorial
GHL Location A
Johnson Funeral Home
GHL Location B
Heritage Chapel
Pipedrive Pipeline
Common routing scenarios
Route by location
Leads from Passare automatically go to the funeral home where the service occurred. No manual sorting needed.
Route by campaign
Direct mail responses route based on campaign ID. Each mailer goes to the funeral home it was sent for.
Route by ZIP code
Online leads route to the nearest location based on the family's ZIP code. Automatic territory management.
Route by language
Spanish-speaking families route to bilingual staff. Language tags applied automatically in your CRM.
Routing that scales with you
Unlimited routing rules
Create as many rules as you need. No limits on complexity.
Rule groups
Organize rules by location, campaign, or source for easy management.
Automatic tagging
Add tags to leads based on which rule matched. Track source and routing.
Custom field mapping
Map source fields to CRM fields. Deceased name, dates, relationships.
Dry-run testing
Test rules before enabling. See what would route where.
Agency Dashboard Preview
Set up routing in minutes
Connect your sources, define your rules, and watch leads flow to the right place.