Lead reporting beside client work
Keep acquisition outcomes close to the project, tasks, and meetings that produced or respond to them, giving performance discussions an operational next step.
What you can do
Connect a Master Account API key to give every workspace member a live, read-only view of WhatConverts lead performance on the object types selected in Display settings. Profile mappings stay in Kato while contact rows are fetched only when viewed and are never imported or retained.
Multiple conversion channels
Review supported calls, forms, chats, and revenue together instead of presenting each channel as an isolated metric with no shared client context.
Record-level control
Choose where WhatConverts data should appear so the workspace does not flood unrelated records with marketing metrics that do not belong there.
Connect WhatConverts
A workspace owner or admin adds the WhatConverts Master Account token and secret and chooses where the record tab appears. Members then link up to 25 account profiles to each record, select the reporting currency, and view combined metrics, trends, attribution, and the Lead Manager. Kato encrypts both credentials and caches only profile metadata and aggregate dashboard results.
- 01In WhatConverts, create or copy a Master Account API key with its token and secret.
- 02In Kato, open Settings → Integrations → WhatConverts and connect the workspace.
- 03Open Display settings and choose the object types where the WhatConverts tab should appear.
- 04Open a record, link its profiles, then use Dashboard or Lead Manager to review performance.
Made for your workflow
Agency performance reviews
Open the client's project before a reporting call and connect recent lead volume and attributed revenue to the campaigns and tasks the team delivered.
Lead-quality investigation
Compare conversion channels and lead details when a client raises a quality question, then create targeted follow-up work in the same record.
Revenue-aware prioritization
Use attributed revenue as one signal when prioritizing optimization work, while keeping WhatConverts as the specialist source for detailed attribution reporting.
Common questions
Which conversion types can appear?
The integration supports the WhatConverts lead and attribution context available for calls, forms, chats, and related revenue according to the connected account.
Does Kato replace WhatConverts reporting?
No. WhatConverts remains the source for lead tracking and attribution. Kato brings relevant results into the record where teams coordinate the client work around them.
Can reporting be limited to selected records?
Yes. Teams choose the records where the connected WhatConverts context belongs, helping the workspace remain focused and preserving a clear client association.
Last updated Aug 19, 2026