Know which data integration leads are worth a scoping call
The intake asks exactly what needs connecting, how many systems are involved, and whether the client has administrative access to those systems, then sends qualified requests—along with any diagrams or data samples they upload—straight to your CRM.
The exact intake your data integration leads complete
This is the real 6-question guided intake for Data Integration — the same flow your customers finish before you ever pick up the phone.
What a qualified data integration lead should tell you
Connecting or synchronizing data between two or more systems—databases, business applications, APIs, or files—so information moves consistently without manual re-entry, whether as a one-time migration or an ongoing sync.
- Best Describes What Connected
- Many Separate Systems Or
- This One-Time Data Migration
- Have Administrative Access Or
- Soon This Integration Completed
- Data Formats Or Structures
The questions your team needs answered
Every data integration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes what you need connected or integrated? | The type of system determines whether this is a straightforward connector job or a custom API build, which shapes how the scoping call should be prepared. |
| How many separate systems or data sources need to be connected? | Knowing how many source systems are involved upfront helps gauge project complexity before committing engineering time to a call. |
| Is this a one-time data migration or an ongoing, continuous integration? | Whether the work is a one-time migration or an ongoing sync determines if this is a project engagement or a retainer, changing how it should be quoted. |
| Do you have administrative access or permission to connect to the involved systems? | Administrative access is the highest-weighted answer in the catalog because without it, no integration work can start regardless of technical fit. |
| How soon do you need this integration completed? | Timeline urgency lets your team prioritize scoping calls for leads ready to move now over those still in a flexible planning stage. |
| Are the data formats or structures consistent across the sources you want connected? | Inconsistent data formats across sources usually mean added mapping and transformation work that should be flagged before scoping. |
How Cliont scores data integration leads
Every answer is weighted automatically — no manual review required.
Value signals
- Databases or data warehouses
- Business applications (CRM, ERP, accounting, etc.)
- APIs or web services
- Files or spreadsheets
- Not sure
- Have Administrative Access Or: yes
See the lead your team receives
Data Integration Lead
From first click to qualified lead
Follow prospects and clients 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 share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for data integration workflows
| Cliont capability | Data Integration application |
|---|---|
| Weighted scoring logic | Administrative access answers are weighted 9 for yes and 3 for no, so leads who can actually grant system access outrank leads that technically fit but can't move forward yet. |
| Branching intake flow | 'Not sure' responses on connection type or system count can route into a lighter discovery path instead of a full scoping call request. |
| CRM routing | Qualified integration requests land in your CRM tagged by connection type—databases, business applications, APIs, or files—so the right specialist can pick them up. |
| Structured intake fields | Capturing one-time migration versus ongoing integration upfront lets your team decide whether to quote a fixed-scope project or a retainer before the call happens. |
Common data integration lead scenarios
Multi-system CRM to ERP sync
A client needs three to five business applications connected on an ongoing basis and confirms they hold administrative access—an intake mix that scores high and routes cleanly to a scoping call.
One-time legacy data migration
A prospect wants a database or warehouse migrated once but hasn't confirmed system access yet, so the intake flags access as the gating question before any call gets booked.
Spreadsheets with inconsistent formats
The lead is trying to consolidate files or spreadsheets that vary significantly in structure, which the intake surfaces so the team can price in mapping and cleanup work upfront.
Real-time API integration
A client needs ongoing API or web-service connections completed as soon as possible, giving the intake a clear urgency signal to prioritize for an immediate scoping call.
Exploratory, scope-undefined inquiry
The lead selects 'Not sure' on both what needs connecting and how many systems are involved, signaling an early-stage inquiry that may need a discovery conversation before a full scoping call.
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 data and analytics intake templates
Data Integration lead-intake FAQs
What happens when a lead doesn't know what systems need to be connected?
The intake includes a 'Not sure' option for the connection type question, which still gets scored and routed but flagged as needing more discovery before a scoping call is booked.
Why does the intake ask about administrative access before anything else?
Confirming administrative access to the involved systems carries the highest weight in the catalog because, without it, no integration work can proceed regardless of how well-defined the project otherwise is.
Can the intake tell the difference between a one-time migration and an ongoing integration?
Yes, the intake asks directly whether the work is a one-time migration or continuous integration, which changes whether the lead should be quoted as a project or a retainer engagement.
How does the intake handle projects with more than five source systems?
System count is captured as its own question, so leads connecting more than five systems are distinguishable from simpler two-system requests before a scoping call is scheduled.
Does the intake account for messy or inconsistent data formats?
It asks whether formats are consistent or vary significantly across sources, giving your team advance notice that mapping and transformation work may add scope.
Where do qualified data integration leads end up?
Once scored, qualified leads are sent directly to your CRM with their connection type, system count, and access status attached, ready for a scoping call.
Turn data integration visitors into qualified clients
Give every data integration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.