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