Online Arrangements & Forms

Capture online form submissions

Online arrangement portals and contact forms capture families starting the planning process. The Bridge captures submissions and routes them to your CRM for follow-up.

How It Works

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

1

Family submits online arrangement or contact form

2

Form data sent to The Bridge webhook

3

We normalize contact information

4

Lead syncs to your CRM in seconds

5

Follow-up automation triggers

Data Captured

  • Family contact information
  • Form type and completion status
  • Service preferences
  • Source and referral information
  • Interest indicators

Setup Steps

  1. 1Configure your forms to send webhooks
  2. 2Set up form-to-CRM field mapping
  3. 3Define lead routing rules
  4. 4Test the connection
  5. 5Enable automated sync

Other Integrations

Explore more ways to connect your lead sources.

SRS

SRS Computing case management integration

Halcyon

Halcyon funeral software integration

Passare

Passare case management integration

View All Integrations

Ready to Connect Online Arrangements & Forms?

Book a demo to see how The Bridge can automate your online arrangements & forms leads.

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