WhatsApp Salesforce Integration for Sales and AM Teams
Automate Customer Engagement and Governance on WhatsApp integrated with Salesforce
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.
Live Chat Integration
Chat with customers on WhatsApp without leaving Salesforce. All chats in one place.
Easy to access widget
Access DoubleTick directly within Salesforce via the embedded widget.”
Role based access control
Only assigned sales representatives can access specific conversations
Setup advanced automations
Automatically trigger flows when you get added to CRM
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
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
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.
and much more...
Unified Inbox
Unified inbox for managing conversations across all WABA accounts. Smart filters and advanced search for efficient management
SLA Management
Set and monitor response time targets. Automated alerts and escalations to maintain service quality standards.
FAQ
Frequently Asked Questions
Everything you need to know about DoubleTick
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!
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.
No, the integration is no-code and built for business users. However, we also offer API access for custom setups if needed.
Yes. DoubleTick uses bank-level encryption and is GDPR compliant. All data is securely transmitted between DoubleTick and Salesforce.
Yes, DoubleTick operates on the official WhatsApp Business API, ensuring compliance with Meta's policies
Yes. We offer live onboarding, training, and ongoing support to ensure smooth usage.
Salesforce integration is available on select plans. Please reach out to our team for specific pricing details.