Deals in the pipeline, before your AE has their coffee.

Every qualified lead becomes a Pipedrive deal with the right pipeline, stage, owner and custom fields pre-filled from the conversation. The transcript attached as a note. The right next activity created. Your AE opens Pipedrive to a triaged day.

Book a 15-min demo See pricing

Why Pipedrive’s native chat isn’t enough

LeadBooster chatbot is flow-builder era

Pipedrive’s LeadBooster is a rule-based chatbot from the pre-LLM world. It can’t run vertical qualification — EPC, BUS grant, conflict screen — because it wasn’t built for that.

WhatsApp isn’t native

Pipedrive’s chat tools live on the website. Your WhatsApp conversations live in a separate app, never touching the CRM.

Custom fields don’t fill themselves

‘What does your deal shape look like?’ Postcode, property type, service, budget — without Zatio feeding it in, your AE types it manually.

What lands in Pipedrive

Person + organization

Created or matched by email/phone. Organization created only when appropriate (B2B leads), not for every consumer enquiry.

Deal in the right pipeline

By vertical / service. Set the pipeline mapping once — Zatio applies it every time.

Stage by outcome

Booked-for-survey → Discovery. Needs-nurture → Contact Made. Disqualified → Lost with reason. Your forecast gets honest.

Custom fields pre-filled

Every custom field you create on the Deal or Person object can be mapped to a conversation datum. EPC rating, roof orientation, conflict flag, BUS eligibility.

Next activity scheduled

Booked demo? Activity on the day, for the assigned owner. No-show risk? Activity for a reminder call.

Transcript as a note

Full WhatsApp or web conversation attached to the deal. Your AE opens the deal, reads the story, walks into the call informed.

Questions we hear a lot

What Pipedrive plan is required?

Advanced and above (for webhooks + custom fields). Essential plans can receive a simplified version.

Does it replace LeadBooster?

For most customers, yes — but you can run both in parallel during a transition. Zatio handles the qualified-lead pipeline; LeadBooster (if you keep it) handles website-only chat.

How are owners assigned?

Round-robin, by postcode, by service, or by Pipedrive’s native routing. Your rule, not ours.

Can leads be created in a specific pipeline stage?

Yes — and Zatio can move them as the conversation progresses. ‘Qualified’ → ‘Demo Scheduled’ → ‘Demo Done’ all reflected in real time.

Let’s wire it up

Share your Pipedrive pipeline structure. Fifteen minutes later you’ll have a clear picture of how a WhatsApp lead becomes a correctly-staged deal.