Know which integration leads are worth a scoping call
Every enquiry captures what actually needs connecting, whether the systems are already live and functioning, and whether the client can share documentation or credentials — plus architecture diagrams — before you commit a scoping call.
Preview your software integration intake
Explore 6 questions from the Software Integration template. This interactive preview uses illustrative scoring and sample attachments. Open the full survey to try the complete intake.
What a qualified software integration lead should tell you
Connecting two or more existing systems, applications, or third-party APIs so they exchange data reliably — the intake needs to know what's being connected, whether the systems already work independently, and whether documentation or credentials exist before scoping is possible.
- Best Describes What Integrated
- Requesting This Integration Work
- Systems Want Integrate Already
- Have Access Documentation Or
- Current Stage In This
- Authorize Technical Decisions And
The questions your team needs answered
Every software integration intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What best describes what you need integrated? | The type of integration — two systems, an org-wide rollout, a third-party API, or a legacy bridge — determines the technical scope and effort your team should quote. |
| Who is requesting this integration work? | Segments the lead so you can route, price, and prioritize it correctly. |
| Do the systems you want to integrate already exist and function on their own? | Systems that already exist and function independently are a cleaner, lower-risk integration than ones still being built, which is why a 'yes' here scores higher than a 'no'. |
| Do you have access to documentation or credentials for the systems involved? | Without documentation or credentials for the systems involved, a scoping call often stalls before technical questions can even be answered. |
| What is your current stage in this integration project? | Distinguishing planning, ready-to-start, in-progress, and troubleshooting stages tells your team whether they're scoping a new build or diagnosing an existing failure. |
| Can you authorize technical decisions and provide approvals for this project? | If the requester can't authorize technical decisions, the real decision-maker isn't in the room yet, which is exactly what stalls engagements after scoping starts. |
How Cliont scores software integration leads
Configured answer weights help your team prioritize follow-up. Your team reviews each submission and decides the next step.
Value signals
- Two specific systems or apps
- Multiple systems across the organization
- Connecting to a third-party API or service
- Connecting a legacy system with a modern one
- Not sure
- Systems Want Integrate Already: yes
Urgency signals
- Ready to start immediately
See an example lead handoff
Illustrative lead details and score show how a submission can reach your team.
Software 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 software integration workflows
| Cliont capability | Software Integration application |
|---|---|
| Conditional branching | Routes the intake differently depending on whether the answer to the integration-type question is a third-party API connection, a legacy-to-modern bridge, or a multi-system rollout, so your team sees relevant context up front. |
| Automatic lead scoring | Weights the existing-systems and documentation-access answers so a request with no working systems and no credentials scores lower than one where both are already in place. |
| Required document collection | Prompts for architecture diagrams or API documentation before the scoping call, so your team isn't starting the technical conversation blind. |
| CRM routing | Sends each qualified integration lead to your CRM with project stage, access status, and authorization already attached, so reps know whether they're scoping a build or troubleshooting an existing connection. |
Example software integration lead scenarios
Illustrative situations explain the intake questions and possible follow-up.
Enterprise-wide multi-system rollout
A business requester needs multiple systems connected across the organization and is ready to start immediately — the intake surfaces this as both high-value and urgent before it hits your calendar.
Third-party API connection, unsure scope
The prospect knows they need a third-party API connected but selects 'not sure' on exact scope and is still planning — the intake flags it for a discovery-style scoping call rather than a build-ready one.
Legacy-to-modern bridge, missing access
Two systems already function independently but the requester lacks documentation or credentials for either — the intake still qualifies the project while flagging the access gap your team will need to resolve first.
Internal IT team fixing a broken integration
An internal technology team reports an existing integration needs troubleshooting, not a new build — the intake routes this differently from greenfield integration requests using the project-stage answer.
Individual requester, no sign-off authority
An individual or nonprofit contact wants integration work done but cannot authorize technical decisions — the intake catches this before you scope an engagement that stalls waiting for the real decision-maker.
Connect Cliont to your workflow
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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
Software Integration lead-intake FAQs
How does the intake tell us if an integration request is actually scopeable yet?
It combines the integration-type answer with whether the systems already exist and function independently and whether documentation or credentials are available — a request missing both is flagged as early-stage rather than scoping-ready.
Can the intake distinguish a new integration build from a troubleshooting request?
Yes — the project-stage question includes a distinct option for an existing integration that needs troubleshooting, separate from planning or in-progress builds, so these route differently.
What happens if the client selects 'not sure' about what needs to be integrated?
That answer still qualifies the lead for a scoping conversation, but it's captured distinctly so your team knows to start with discovery rather than a technical scope call.
Does the intake flag whether the requester can actually authorize the work?
Yes — a direct yes/no question captures whether the requester can approve technical decisions, which matters for integration projects where the real approver is often not the person filling out the form.
How does the intake handle legacy system integrations versus modern API connections?
The integration-type question separates legacy-to-modern bridges from third-party API connections and multi-system projects, so the context your team sees reflects the actual technical shape of the work.
Is this intake different from the one used for API Development or Legacy System Modernization leads?
Yes — while Software Integration, API Development, and Legacy System Modernization are sibling subservices, each uses its own qualification catalog tuned to what that specific engagement type needs to know before a scoping call.
Turn software integration visitors into qualified clients
Give every software integration visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.