Know which conveyor automation leads are worth capability review time
Every enquiry captures project type, facility type, and the systems it needs to integrate with, plus engineering drawings when the buyer has them, before it ever hits your inbox.
The exact intake your conveyor automation leads complete
This is the real 7-question guided intake for Conveyor Automation — the same flow your customers finish before you ever pick up the phone.
What a qualified conveyor automation lead should tell you
Design, installation, retrofit, or integration work on conveyor systems used for material handling, ranging from new automated lines to controls and sensor upgrades on existing equipment.
- Best Describes What Conveyor
- Facility Will This Conveyor
- Already Have Engineering Drawings
- Authorized Approve This Project
- Plan Start This Project
- Systems This Conveyor Connect
- How Long Conveyor Line
The questions your team needs answered
Every conveyor automation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes what you need for your conveyor system? | This sets the entire scope of the job, from a ground-up install to a controls-only integration, before any human reviews the lead. |
| What type of facility will this conveyor system operate in? | Facility type flags different code, sanitation, or throughput requirements, particularly for food or beverage sites versus a standard plant. |
| Do you already have engineering drawings or layout plans for this project? | Knowing whether drawings already exist tells your team if this needs a design phase or can move straight to a capability review. |
| Are you authorized to approve this project or select the provider? | The wide gap between the yes and no weights means a lead without purchasing authority is deprioritized even if the project itself sounds large. |
| When do you plan to start this project? | Start timeline weighting pushes immediate and near-term projects to the top so your team calls back the buyers most likely to close soon. |
| Which systems does this conveyor need to connect or integrate with? | Integration requirements like robotics or WMS connectivity signal a more complex, higher-value scope than a standalone conveyor with no integration needed. |
| Approximately how long is the conveyor line or area involved? | Line length gives a rough sizing signal your team can use to gauge crew and material needs before quoting a run your line can't actually take. |
How Cliont scores conveyor automation leads
Every answer is weighted automatically — no manual review required.
Value signals
- New conveyor installation
- Automate an existing manual conveyor
- Integrate controls or sensors into current system
- Repair or troubleshoot existing automation
- Authorized Approve This Project: yes
- Within 3 months
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Conveyor Automation Lead
From first click to qualified lead
Follow owners and general contractors through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They add photos & plans
Site photos and plans come attached, so you scope before you bid.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for conveyor automation workflows
| Cliont capability | Conveyor Automation application |
|---|---|
| Weighted lead scoring | Combines the project type, purchasing authority, and start timeline answers so a decision-maker ready to move on a new install ranks above an unauthorized researcher. |
| Multi-choice branching | Captures every integration point the buyer selects, from PLC controls to warehouse management software, so scope is visible before your engineers get involved. |
| File upload capture | Collects existing engineering drawings or layout plans directly in the intake when the buyer has them, reducing back-and-forth before a capability review. |
| CRM routing | Sends qualified conveyor automation leads, along with facility type and line length details, straight into your CRM instead of a generic contact form submission. |
Common conveyor automation lead scenarios
New line, ready to start now
A warehouse operator selecting new conveyor installation with an immediate start date and confirmed purchasing authority scores as a top priority.
Retrofit with multi-system integration
A plant manager needs an existing manual line automated and connected to PLC controls, barcode scanners, and warehouse management software, signaling a larger scope of work.
Repair call from a stalled line
A facility reports a malfunctioning automated conveyor and selects repair or troubleshoot, a lower point-value request that still routes through as a real service opportunity.
Researcher without approval authority
Someone marks 'just researching options' and answers no to being authorized to approve the project, letting the team see this is early-stage before investing review time.
Food facility with sanitation constraints
A buyer selects a food or beverage facility type, which flags different hygiene and washdown requirements than a standard manufacturing plant or warehouse.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More industrial automation intake templates
Conveyor Automation lead-intake FAQs
How does the intake separate a new installation from a repair request?
The first question asks the buyer to describe exactly what they need, from new conveyor installation to repair or troubleshooting of existing automation, so your team can see the type of work before opening the lead.
What if the buyer doesn't have engineering drawings yet?
The intake asks directly whether drawings or layout plans already exist. A 'no' answer doesn't disqualify the lead, it just tells your team the scope is earlier-stage and may need a site visit before a proposal.
How does the intake filter out people who can't actually approve the project?
Authorization to approve the project or select the provider carries a much higher weight when answered yes than no, so leads from someone without purchasing authority score lower and can be routed for a lighter-touch follow-up.
Does the intake capture what the conveyor needs to connect to?
Yes, buyers select every relevant integration point, including PLC or existing controls, sensors or barcode scanners, robotics, or warehouse management software, so your engineers know the integration scope before the first call.
Why does the intake ask about conveyor line length?
Approximate line length helps your team estimate scope and crew requirements before quoting, without requiring a site visit just to size the job.
What happens to leads that select 'just researching options'?
Those leads still come through and are scored, but the lower timeline weight means they surface as lower priority than someone ready to start immediately or within three months.
Turn conveyor automation visitors into qualified projects
Give every conveyor automation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you send an estimator.