Supercharge your sales with native Salesforce and WhatsApp integration
Automate customer engagement and governance through WhatsApp integration with Salesforce
Go-live in 1 day!
Chat on WhatsApp from within Salesforce — No Tab Switching Needed
Send WhatsApp messages from Salesforce without ever leaving your dashboard. Whether manual or automated, this WhatsApp integration with Salesforce keeps your customer conversations seamless, efficient, and centralized.
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
Customer Results
Real Impact, Measurable Results
Don't just take our word for it. Here's the quantifiable impact DoubleTick delivers for businesses across industries, backed by real customer data and success stories.
One of the biggest jewellers in India
iFrame integration within Salesforce for enabling 30+ live agents with integrated working hours and chat response SLA
1.3x
AdmitKard is an edtech platform that helps students study abroad with personalised solutions
Ice Breaker Bot keeps the lead engaged while the agent is away, sustaining lead receptivity and automated drip campaigns basis lead stages
66.66%
MakeMyTrip is a pioneer in India's online travel space with reach to over 150 countries.
Increase in messages handled per agent through intelligent routing and automated responses.
30%
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.
Populate lead data in-context
View complete Salesforce lead information directly in your WhatsApp conversation. Know who you're talking to before you reply.
Hierarchical chat governance
Team leaders can view all agent chats and jump in to help close deals or coach team members.
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!
Bulk re-targeting customers
Complete conversation records stay in DoubleTick. Never lose important customer conversations and have centralised control of all customer conversations
Chat while on the go
Team leaders can view all agent chats and jump in to help close deals or coach team members.
Retain chat history forever
Get detailed analytics on response times, conversation patterns, and team performance.
Sales Governance
One inbox for all your custom teams and assigned agents
View and manage all customer chats in one page
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
"Being able to centrally manage all WhatsApp communication - we now have a deeper understanding of customer behaviour and interests and are able to ensure consistent response time and response quality helping us maintain a professional customer experience"
“I have been using Double Tick for my WhatsApp marketing needs, and I am thoroughly impressed with their services. The platform is incredibly user-friendly and has significantly streamlined my marketing efforts. What stands out the most is their instant support. Whenever I have had a question or needed assistance, their support team has been quick to respond and exceptionally helpful. Their dedication to customer satisfaction is evident, and it makes a huge difference.”
“DoubleTick has significantly improved my productivity and communication efficiency. DoubleTick’s real-time message tracking feature is a game-changer. Knowing exactly when my messages are delivered and read gives me peace of mind and helps me follow up at the right time.”
“Its been more than 6 months I'm using Double tick and i feel like this is the best API platform ever. Because of its simple user interface and amazing Automation features like intigration and webhooks connection.. and best quality Customer Care”
“Doubletick team was amazing and very helpful during the onboarding process. A very customer friendly dashboard and bugfree seamless integrations provided.”
“We broadcast to over 45k+ Customers for our new product launches and offers on WhatsApp - on an average with every broadcast we end up booking orders worth 30 Lacs+ solely through DoubleTick”
“Efficient way to reach multiple customers in single click.”
“I've been using this app for over 6 months now. We have used it to integrate it with Zoom, RazorPay, and WHMCS using the API documentation available. It's working quite well.”
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.