Features & Benefits

Unlock the Full Power of
Salesforce WhatsApp Integration

Automate customer journeys, track conversations, manage leads, and boost productivity with our smart WhatsApp integration in Salesforce.

On new lead

Trigger WhatsApp messages from your agents' very own API number the moment a new lead comes in. Engage your customers while they are still interested.

Automatic lead assignment
Multi-number broadcasts
Ready to use templates
On new lead

Populate lead data in-context

View complete Salesforce lead information directly in your WhatsApp conversation. Know who you're talking to before you reply.

Lead stage sync
Lead attributes sync
Dynamic segments
Populate lead data in-context

Hierarchical chat governance

Team leaders can view all agent chats and jump in to help close deals or coach team members.

Auto Assignment Settings
Working hours setup
Custom roles and reporting manager setup
Hierarchical chat governance

Response time monitoring and adherence

Complete sync of customer attributes and segments between Salesforce and DoubleTick allowing you to send hyper personalised campaigns in a click!

SLA reports
Increase team accountability
Automation workflows for SLA breached
Response time monitoring and adherence

Bulk re-targeting customers

Complete conversation records stay in DoubleTick. Never lose important customer conversations and have centralised control of all customer conversations

Drip campaigns
Automated reminders
Custom automation triggers
Bulk re-targeting customers

Chat while on the go

Team leaders can view all agent chats and jump in to help close deals or coach team members.

Auto Assignment Settings
Working hours setup
Custom roles and reporting manager setup
Chat while on the go

Retain chat history forever

Get detailed analytics on response times, conversation patterns, and team performance.

Advanced Filters
Export reports
Visual Dashboards
Retain chat history forever