Deep Linking into DoubleTick from any CRM

Switching between your CRM and WhatsApp to find a customer's chat is slow, frustrating, and easy to get wrong. You copy a number, open DoubleTick, search for the contact — and by then, the moment has passed.

Deep Linking fixes that. It lets you add a button inside your CRM that takes you directly to a specific customer's conversation in DoubleTick — in one click.

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How It Works

DoubleTick provides a simple URL format. You share it with your CRM partner, they add a button or action link, and your team can jump straight to any customer conversation from inside your CRM — no searching, no switching, no wasted time.

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Deep Link URL Formats

DoubleTick supports three URL formats depending on the type of conversation you want to open:

WhatsApp Conversation (1:1 Chat)

https://web.doubletick.io/conversations/{WabaNumber}/{customerId}

Example:

https://web.doubletick.io/conversations/919876543210/customer_p6XLrz7OWb

WhatsApp Group Chat

https://web.doubletick.io/conversations/{WabaNumber}/group/{groupId}

Example:

https://web.doubletick.io/conversations/919876543210/group/wagrp_jy0MCIVp39

Instagram Chat

https://web.doubletick.io/conversations/{instagramId}/{customerId}

Example:

https://web.doubletick.io/conversations/radhika.rathi2026dt/customer_p7kwZ5kfiL

Your CRM must pass the correct IDs for the URL to work. Everything else is handled automatically by DoubleTick.

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Where You Can Use Deep Linking

Anywhere your team manages leads, customers, or tickets:

• CRM Leads and Opportunities

• Service and Support Tickets

• Sales Pipelines

• Post-Sales and Account Management

• Operations and Fulfillment Workflows

Wherever a customer's number or ID is stored, you can convert it into a one-click WhatsApp or Instagram conversation.

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How to Implement It

Deep Linking is implemented on the CRM side, not DoubleTick's side. Most CRMs — Salesforce, Zoho, HubSpot, LeadSquared, Pipedrive, and others — support custom buttons and URL actions natively.

Here's all you need to do:

1. Share the relevant URL format with your CRM partner or developer.

2. Ask them to add a button, action link, or sidebar widget using the format.

3. Make sure the CRM passes the correct WABA number, Instagram ID, and customer or group ID.

That's it. Setup typically takes minutes to hours, not weeks.

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Why It Matters

Zero Context Switching Your team jumps directly to the right chat — no searching, no copy-pasting numbers.

Faster Response Times Direct access means faster replies, which means higher conversions and better customer experience.

CRM Becomes Your Command Center Every lead, ticket, or order record becomes a direct gateway to a WhatsApp or Instagram conversation.

Works Across Teams Sales, support, operations, logistics — any team that uses a CRM and communicates on WhatsApp or Instagram benefits immediately.

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Want to Learn More?

To know more about how Deep Linking works and how you can implement it for your CRM, kindly connect with DoubleTick Support. They’ll be happy to guide you through setup, best practices, and use cases tailored to your business.