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.