Passare

Passare case management integration

Passare is comprehensive funeral home case management software. The Bridge captures acquaintance information and case data via Passare webhooks, routing family contacts directly to your CRM.

How It Works

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

1

Configure Passare webhook to send data to The Bridge

2

Acquaintance data captured when cases are created/updated

3

The Bridge normalizes contact information

4

Clean data syncs to your CRM

5

Families and acquaintances become trackable preneed leads

Data Captured

  • Case information and status
  • Primary contact (family) details
  • Acquaintance names and relationships
  • Service dates and locations
  • Disposition data

Setup Steps

  1. 1Request webhook access from Passare support
  2. 2Provide your Bridge webhook URL
  3. 3Configure secure API access
  4. 4Map Passare fields to CRM fields
  5. 5Enable sync and go live

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