# DoubleTick – LeadSquared Integration

### **1. Overview — What This Integration Helps You Do**

DoubleTick’s WhatsApp API integration with LeadSquared allows businesses to send WhatsApp messages directly from their LeadSquared CRM. This is especially useful for sales, marketing, and customer success teams who want to:

✔ Reach leads instantly on WhatsApp\
✔ Send templates such as reminders, offers, confirmations, or updates\
✔ Track message delivery and statuses inside LeadSquared\
✔ Avoid manual switching between platforms

Once set up, the communication becomes smooth and automated, saving time and improving conversions.

***

### **2. Prerequisites (Before You Start)**

Before beginning the integration, make sure you have the following ready:

✔ **An approved WhatsApp Business Account & Number**\
Your number must be verified and approved by Meta.

✔ **An active DoubleTick account**\
Templates must be created and approved inside DoubleTick.

✔ **WhatsApp Business Messaging Connector installed on LeadSquared**\
This connector allows LeadSquared to talk to DoubleTick.

If all three are available — you’re good to start.

***

### **3. Installing the WhatsApp Messaging Connector on LeadSquared**

<figure><img src="/files/DyW9kKgnfMaT7TMNX57X" alt=""><figcaption></figcaption></figure>

* Log in to LeadSquared
* Go to **Apps Marketplace**
* Search for **WhatsApp Business**
* Click **Install**
* Click the **gear icon** → **Configure**
* Click the **Add Number** (blue button)

This installs the connector required to send WhatsApp messages from inside LeadSquared.

***

### **4. Configuring the Connector**

After installation, you’ll be guided through a configuration setup.

#### **Step 1 — Basic Details**

<figure><img src="/files/qsefKdz1fzJC27bGlX6X" alt=""><figcaption></figcaption></figure>

Enter:

* **WhatsApp Business Number** — enter with country code (e.g., +91xxxxxxxxxx)
* **Account Name** — choose any name that helps identify the connector
* **Allow Lead Generation** — enable this if you want new WhatsApp chats to auto-create leads in your CRM
* **Lead Source** — select the correct source for better reporting

Click **Next** to continue.

***

#### **Step 2 — Service Provider Setup**

<figure><img src="/files/nnLsnvuYabBcBltKVT5T" alt=""><figcaption></figcaption></figure>

In this step, you’ll link LeadSquared to DoubleTick.

1. Select **WhatsApp Cloud** as the Provider
2. Click **Next**
3. Fill in:

<table><thead><tr><th width="298.79998779296875">Field</th><th>Value</th></tr></thead><tbody><tr><td>Send Message URL</td><td><code>https://public.doubletick.io/cloud-api/messages</code></td></tr><tr><td>Permanent Access Token</td><td>Get from DoubleTick → Settings → Developer API</td></tr><tr><td>WhatsApp Business Account ID</td><td>Leave blank</td></tr><tr><td>Authentication Header Template</td><td><code>{{Token}}</code> (must be exact)</td></tr><tr><td>Get Media URL</td><td><code>https://public.doubletick.io/cloud-api/{{mediaId}}</code></td></tr></tbody></table>

After entering these values → click **Next** to complete setup.

***

### **5. Template Setup (Very Important Step)**

For WhatsApp to send messages, templates must be:

✔ Created\
✔ Approved\
✔ Matched perfectly on both platforms

This happens in two parts.

***

#### **Step 5.1 — Creating Templates on DoubleTick**

1. Open **DoubleTick**
2. Go to **Templates**
3. Create a new template
4. Submit it for Meta approval
5. Wait for approval (only approved templates can be sent)

***

#### **Step 5.2 — Adding the Same Template to LeadSquared**

<figure><img src="/files/PeIlApZxQIqmk6HAh5Ex" alt=""><figcaption></figcaption></figure>

Once the template is approved in DoubleTick:

1. Go to **LeadSquared → Apps → Template → Add Template**
2. Fill the fields **exactly** as they appear in DoubleTick

**Fields to Fill:**

| Field             | Input                                       |
| ----------------- | ------------------------------------------- |
| Name              | Same as DoubleTick                          |
| Namespace         | Display Name                                |
| Language          | Same as DoubleTick                          |
| Template Category | Marketing / Utility                         |
| Content           | Copy Header + Body + Footer from DoubleTick |
| Buttons           | Add same button structure                   |
| STOP Button       | Add as Quick Reply                          |

⚠ **Important Note:**\
Every detail must match perfectly — the name, language, structure, placeholders, and buttons. If something doesn’t match, LeadSquared won’t send the message.

***

### **6. Sending WhatsApp Templates from LeadSquared**

<figure><img src="/files/JcWCPKCVVVpAy9YyGlmS" alt=""><figcaption></figcaption></figure>

Once templates are added and approved, you can start sending messages.

Steps:

1. Go to **Manage Leads**
2. Select a Lead
3. Click the **Settings icon** beside the lead
4. Choose **WhatsApp → Template**
5. Select your template and click **Send**

If the template isn’t approved yet, the message won’t go out.

***

### **7. Checking Message Delivery & Status (Reports)**

To confirm whether a message was delivered:

1. Go to **Apps → WhatsApp Reports → One-to-One Message**

Here you can check:

✔ Delivered\
✔ Read\
✔ Failed\
✔ Pending

If you see an error, click:

→ **Template → Delivery Section**

If it shows:

> **“No such template exists”**

it means that the template is either:

❌ Not approved yet\
or\
❌ Not matched correctly between DoubleTick and LeadSquared

***

## **Final Thoughts**

This integration is powerful because it connects CRM + WhatsApp in one workflow. Even non-technical teams can:

✔ Create leads\
✔ Send templates\
✔ Track delivery\
✔ Follow conversations\
✔ Keep records

All without switching platforms or using external tools.


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