Halcyon

Halcyon funeral software integration

Halcyon provides comprehensive funeral home management. The Bridge connects to Halcyon to pull family and contact data, routing it to your CRM without manual re-entry.

How It Works

A step-by-step look at how data flows from source to CRM.

1

Connect Halcyon via integration or webhook

2

Case and contact data flows to The Bridge

3

We standardize contact information

4

Clean data syncs to your CRM

5

Family relationships maintained for follow-up

Data Captured

  • Case information and status
  • Family contact details
  • Acquaintance and relationship data
  • Service dates and locations
  • Arrangement preferences

Setup Steps

  1. 1Configure Halcyon data connection
  2. 2Provide Bridge webhook URL
  3. 3Map Halcyon fields to CRM fields
  4. 4Test with sample data
  5. 5Go live with automated sync

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