Know which API leads are worth scoping-call time
Ask prospects whether they need a new build, an integration, or a fix, confirm whether documentation already exists, and capture budget and timeline before a scoping call — with specs and diagrams collected upfront.
The exact intake your api development leads complete
This is the real 7-question guided intake for API Development — the same flow your customers finish before you ever pick up the phone.
What a qualified api development lead should tell you
Design, extension, or integration work on an application programming interface — a new build, a modification of an existing API, a third-party integration, or a fix to a broken one — scoped around whether requirements are already documented and what systems it needs to connect to.
- Best Describes What Api
- Already Have Technical Documentation
- Category Best Fits Intended
- Have Authority Approve This
- This Api Work Begin
- Types Systems Will This
- This Project Have Existing
The questions your team needs answered
Every api development intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes what you need for your API? | The selected build type — new build, extension, integration, or fix — carries different weights and signals both project scope and complexity. |
| Do you already have technical documentation or requirements for this API? | Knowing whether documentation already exists tells your team how much discovery work to budget before the scoping call. |
| Which category best fits the intended use of this API? | The intended use category — internal, public-facing, or partner integration — helps size the security and reliability requirements the API will need. |
| Do you have authority to approve this project? | Confirming approval authority, weighted 9 for yes versus 3 for no, separates decision-makers from people still gathering quotes. |
| When do you need this API work to begin? | Timeline answers flag 'Immediately' requests for faster follow-up ahead of leads still in the planning stage. |
| Which types of systems will this API need to connect with? | The systems selected — CRM/ERP, payment, auth, database — reveal integration complexity your team should scope for before the call. |
| Does this project have an existing budget or approved funding? | Confirmed funding, weighted 8 versus 4 for unconfirmed budget, signals how close the lead is to actually greenlighting the work. |
How Cliont scores api development leads
Every answer is weighted automatically — no manual review required.
Value signals
- Build a new API from scratch
- Modify or extend an existing API
- Integrate with a third-party API
- Fix a problem with a current API
- Not sure
- Have Authority Approve This: yes
Urgency signals
- Immediately
See the lead your team receives
New API Build 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 api development workflows
| Cliont capability | API Development application |
|---|---|
| Branching question logic | Routes leads differently based on whether they select 'Build a new API from scratch,' 'Integrate with a third-party API,' or 'Fix a problem with a current API' in the first qualifying question. |
| Document upload capture | Lets prospects attach existing technical documentation or requirements when they confirm it exists, so your team isn't chasing specs after the scoping call is booked. |
| Weighted lead scoring | Combines the approval-authority answer (weighted 9 vs 3) and funding status (weighted 8 vs 4) so a funded decision-maker scores higher than an unfunded inquiry without buying power. |
| Multi-select system tagging | Captures every system named in the connectivity question — CRM/ERP, payment, cloud storage, auth, or internal database — so your CRM record shows integration scope before you dial. |
| Timeline-based urgency flag | Flags 'Immediately' timeline responses for same-day follow-up ahead of leads that are still in the planning stage. |
Common api development lead scenarios
Urgent new API build
Prospect selects 'Build a new API from scratch' and needs work to start immediately — the two highest-signal answers in the catalog, so this routes straight to the top of the queue.
Third-party integration, docs ready
Client wants to integrate with a third-party API, already has technical documentation, and confirms approved funding — a fast-track lead with little discovery work needed before the scoping call.
Planning-stage inquiry, no authority
Respondent says the project is 'Still in planning stage' and answers no to having authority to approve — this scores lower and is better suited to a nurture sequence than an immediate scoping call.
Broken API needs urgent fix
Lead selects 'Fix a problem with a current API' and needs it addressed immediately, which combines a high-value build type with the catalog's only urgency trigger.
Exploratory, scope unclear
Prospect answers 'Not sure' to both the build type and intended use category — still captured and scored, but flagged for a clarifying conversation before committing engineering time.
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 software development intake templates
API Development lead-intake FAQs
How does the intake tell a new build apart from an integration or a bug fix?
The first question asks the client to pick between building a new API, modifying an existing one, integrating with a third party, or fixing a current one — each option carries its own weight, so your CRM record already shows the type of engagement before you call.
What happens if the client doesn't have technical documentation yet?
The intake asks directly whether documentation or requirements already exist; a 'no' answer doesn't disqualify the lead but signals your team should plan for a discovery pass before scoping.
Does the form check if the person filling it out can actually approve the project?
Yes — the authority question is weighted (9 for yes, 3 for no), so leads without approval power score lower and can be routed to a different follow-up track instead of a full scoping call.
How is budget handled if funding isn't confirmed yet?
The intake asks whether the project has existing or approved funding, weighted 8 for confirmed budget versus 4 for unconfirmed, so you can see how close a lead is to being ready to spend.
Can the intake capture which systems the API needs to connect to?
Yes — clients select from CRM/ERP systems, payment processors, cloud storage, authentication providers, internal databases, or other systems, so your CRM record shows integration complexity upfront.
How is this different from the Software Integration intake?
This catalog focuses on building, extending, or fixing an API itself; Software Integration is the right sibling page when the job is connecting two existing systems that already have working APIs.
Turn api development visitors into qualified clients
Give every api development visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.