WhatsApp Salesforce Integration for Sales and AM Teams

Automate Customer Engagement and Governance on WhatsApp integrated with Salesforce

24/7 Support
Powered by WhatsApp Business API
WhatsApp Bulk Broadcasting Interface
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SALESFORCE INTEGRATION

Access WhatsApp like UI directly in Salesforce

Send and receive WhatsApp messages right from your Salesforce dashboard. Whether manually or through automatic workflows, keep your customer conversations seamless and efficient.

Salesforce Integration

Live Chat Integration

Chat with customers on WhatsApp without leaving Salesforce. All chats in one place.

Easy to access widget

Access DoubleTick in Salesforce in a widget form

Role based access control

Only assigned sales representatives can access specific conversations

Setup advanced automations

Automatically trigger flows when you get added to CRM

Enterprise Control

Sales Governance on WhatsApp

Enterprise-grade control and compliance for WhatsApp business communication. Ensure regulatory compliance and maintain professional standards across all customer interactions.

A WhatsApp Business API powered number for every sales rep

Manage multiple WhatsApp Business Accounts (WABA) from a unified platform. Perfect for enterprises with multiple brands, regions, or business units.

Verified WhatsApp API number for each rep

Meta verified numbers for each rep

Sales rep profile photos

Give your customers a face they can connect with

Higher Open Rates with personalised communication

Achieve 95%+ open rates with personalised messaging

WhatsApp Business API Dashboard
Analytics Dashboard

Enterprise-Grade AI-Powered Analytics

Track and analyze the performance of each WhatsApp Business Account with deep, data-driven insights powered by our enhanced enterprise grade analytics system.

Powerful Filters & Export Options

Use advanced filters to monitor key metrics such as average response time, SLA breaches, first response time, and more.

Visual Dashboards for Smarter Insights

Make informed decisions with intuitive dashboards with metrics like first response time, outgoing messages, and more—across different Multi-WABA numbers or agents.

AI-Powered Message Prioritization

Automatically detect and filter negative or urgent messages using AI. Ensure high-priority queries are never missed, and swiftly engage support to respond to critical customer issues.

Fine grained access control

Role-based access control with customizable permissions. Ensure data security with granular control.

Custom Team Hierarchy

Easily assign agents to specific reporting managers, creating a clear team structure and improving accountability.

Custom roles

Create tailored roles with custom permissions to match your team's needs, enhancing workflow efficiency and security.

WABA level privacy

Enforce strict privacy by limiting agent's access to only the chats associated with their assigned WABA, ensuring confidentiality.

Access Control Dashboard

and much more...

Unified Inbox

Unified Inbox

Unified inbox for managing conversations across all WABA accounts. Smart filters and advanced search for efficient management

SLA Management

SLA Management

Set and monitor response time targets. Automated alerts and escalations to maintain service quality standards.

Simple 2-Way Sync with Salesforce

Seamless data synchronization between WhatsApp and Salesforce. Keep customer information, conversation history, and interaction data in perfect sync without manual effort.

Automated Lead Engagement & Nurturing

Trigger workflows and personalized conversations based on real-time CRM updates

Automated Lead Follow-ups

Trigger automated WhatsApp messages when a new lead is created on salesforce

Drip Campaigns for Nurturing

Automated drip campaigns to nurture leads through every stage of the customer journey

Appointment Reminders

Send auto-reminders for meetings, or calls with quick reschedule options

Lead Assignment Notifications

Instant WhatsApp notifications to reps when new leads are assigned in Salesforce

Sales Intelligence & Real-Time Insights

Use Salesforce data to keep your sales team sharp and proactive

Sales Pipeline Updates

Instant WhatsApp alerts to reps on deal progress or urgent sales updates

Report Notifications

Real-time Salesforce alerts (e.g., daily revenue, churn) sent to management

Account Management Alerts

Instant alerts to account managers for high-value client tickets

Hyper-Personalized Campaigns

Build custom segments and run laser-focused WhatsApp campaigns without manual effort

Advanced Segmentation

Advanced segmentation in DoubleTick, synced directly with Salesforce custom fields

Smart Chatbots

Leverage synced Salesforce fields in chatbots for personalized WhatsApp interactions

Operational Efficiency & Sync

Create seamless workflows between WhatsApp & Salesforce

Order & Delivery Updates

Send real-time order, shipping, and delivery updates to customers using CRM data

Payment Invoice Updates

Instantly send payment invoices via WhatsApp when generated in Salesforce

Automated Lead Engagement & NurturingSales Intelligence & Real-Time InsightsHyper-Personalized CampaignsOperational Efficiency & Sync

FAQ

Frequently Asked Questions

Everything you need to know about DoubleTick

How do I set up DoubleTick with my Salesforce?

Setting up DoubleTick with Salesforce is quick and easy. Just follow these steps: 1) Connect your Salesforce account from the DoubleTick dashboard 2) Authenticate permissions 3) Map your fields (like leads, contacts, deals) 4) Start sending WhatsApp messages directly from Salesforce!

Does DoubleTick work with all Salesforce CRM editions?

DoubleTick works with most Salesforce editions that offer API access, including: Salesforce Essential, Professional (with API enabled), Enterprise, Unlimited. Contact our team to confirm compatibility with your version.

Do I need a developer to set up the integration?

No, the integration is no-code and built for business users. However, we also offer API access for custom setups if needed.

Is the integration secure?

Yes. DoubleTick uses bank-level encryption and is GDPR compliant. All data is securely transmitted between DoubleTick and Salesforce.

Is this WhatsApp API officially approved by Meta?

Yes, DoubleTick operates on the official WhatsApp Business API, ensuring compliance with Meta's policies

Do you offer support for Salesforce integration?

Yes. We offer live onboarding, training, and ongoing support to ensure smooth usage.

Is the integration included in the standard DoubleTick pricing?

Salesforce integration is available on select plans. Please reach out to our team for specific pricing details.