Zoho gets the lead fully qualified.
Zatio pushes every qualified WhatsApp or web-chat lead into Zoho CRM as a Lead or Deal — with your custom fields filled, the conversation attached, and the right owner assigned via Zoho’s native routing rules. Native two-way sync is on the roadmap; webhook delivery works today.
Why the Zoho-WhatsApp gap hurts
Zoho + WhatsApp via SalesIQ is clunky
Zoho’s own SalesIQ WhatsApp connector is a long way from a qualified-lead experience. It captures conversations, not qualifications.
Lead scoring needs data
You’ve set up lead scoring in Zoho. It needs fields populated to work. Zatio populates them; manual entry doesn’t.
Routing rules go unused
Zoho’s territory + round-robin assignment is powerful — when leads arrive with the right data. Zatio makes sure they do.
What arrives in Zoho
Leads or Deals
You pick the shape — Lead object for teams that convert-to-deal, Deal object directly if you run a simpler pipeline.
Custom layouts supported
Whatever layout + fields you’ve built in Zoho, Zatio respects. Mandatory fields filled; pick-lists use your exact values.
Respects Zoho routing
Round-robin, territories, custom assignment rules — Zoho picks the owner, Zatio doesn’t fight it.
Conversation as a note
Full transcript attached to the lead record, timestamped, searchable.
Workflow triggers
Your existing Zoho workflows fire as if the lead came in via web form — emails, tasks, Slack notifications, the lot.
Source + campaign tracking
UTMs captured on the original click flow through to Zoho, so your marketing attribution still works.
Questions we hear a lot
Is this a native Zoho Marketplace app?
What Zoho edition is required?
How do we authenticate?
Can we push to Zoho Bigin instead?
Tell us what your Zoho looks like
15 minutes. Share your Zoho CRM layout and a typical lead. We’ll show you exactly how the handoff will look — field by field.