Seamless data synchronization between WhatsApp and Salesforce. Keep customer information, conversation history, and interaction data in perfect sync without manual effort.
Trigger workflows and personalized conversations based on real-time CRM updates
Trigger automated WhatsApp messages when a new lead is created on salesforce
Automated drip campaigns to nurture leads through every stage of the customer journey
Send auto-reminders for meetings, or calls with quick reschedule options
Instant WhatsApp notifications to reps when new leads are assigned in Salesforce
Use Salesforce data to keep your sales team sharp and proactive
Instant WhatsApp alerts to reps on deal progress or urgent sales updates
Real-time Salesforce alerts (e.g., daily revenue, churn) sent to management
Instant alerts to account managers for high-value client tickets
Build custom segments and run laser-focused WhatsApp campaigns without manual effort
Advanced segmentation in DoubleTick, synced directly with Salesforce custom fields
Leverage synced Salesforce fields in chatbots for personalized WhatsApp interactions
Create seamless workflows between WhatsApp & Salesforce
Send real-time order, shipping, and delivery updates to customers using CRM data
Instantly send payment invoices via WhatsApp when generated in Salesforce