# DoubleTick + Zoho CRM Chrome Extension

#### <mark style="color:$primary;">**Why This Extension Was Built**</mark>

Earlier, embedding DoubleTick inside Zoho CRM required a Zoho Enterprise plan, making it inaccessible for most teams.

The Chrome Extension removes this limitation. It works across all Zoho CRM plans and brings DoubleTick directly into your browser as a lightweight popup while you work inside Zoho.

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

#### <mark style="color:$primary;">**What You Can Do With It**</mark>

* Open DoubleTick inside Zoho CRM with one click
* Automatically start WhatsApp chats with leads
* Stay logged in — no repeated sign-ins
* Control which WhatsApp number is used for conversations
* Standardize messaging across your team

***

<figure><img src="/files/Lwqg1lRlTPF6c9wKRskC" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**How to Install**</mark>

Install the extension from the Chrome Web Store:

[**Install DoubleTick for Zoho CRM**](https://chromewebstore.google.com/detail/doubletick-for-zoho-crm-l/nokfohfbahcopkhiailmggkichakijdb)

After installing:

1. Log in once using Firebase authentication
2. Open Zoho CRM & Refresh
3. The DoubleTick button will appear automatically

***

<figure><img src="/files/Yv5XMX2kgLjMLah8uXFO" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**How It Works**</mark>

Once the extension is installed and the **Default Chat Preference** is configured by the admin, the process becomes completely seamless.

#### <mark style="color:$primary;">**Step-by-Step Flow**</mark>

1. Open any **Lead record inside Zoho CRM**
2. Click the **DoubleTick icon** in the bottom-left corner
3. DoubleTick opens in a popup on the same screen

#### <mark style="color:$primary;">**What Happens Automatically**</mark>

* A chat is instantly created using the **lead’s phone number**
* No need to copy or paste anything
* The WhatsApp number is automatically selected based on your team’s setup

***

<figure><img src="/files/BzMAg46KqgvcWQuJQAuQ" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">**Where to Configure This Setting**</mark>

You can configure the Default Chat Preference directly inside DoubleTick:

1. Open DoubleTick
2. Go to **Settings**
3. Navigate to **Integrations**
4. Open **Zoho CRM Integration**
5. Select your **Default Chat Preference**

#### <mark style="color:$primary;">**Option 1 — Agent’s Primary WhatsApp API Number**</mark>

(**Your Primary WhatsApp API Number**)

* Each agent sends messages using **their own primary number** set in DoubleTick
* Conversations remain **agent-specific**

#### <mark style="color:$primary;">**Option 2 — Lead Owner / Admin’s API Number**</mark>

(**Lead Owner’s API Number**)

* All chats are initiated using the **Zoho account owner’s primary WhatsApp number (configured in DoubleTick)**
* Typically, the Zoho Admin / CEO is already present in DoubleTick

#### <mark style="color:$primary;">**How the Number is Applied During Chat**</mark>

When an agent clicks the DoubleTick icon on a lead:

* If **Agent’s Primary Number** is selected → chat opens from the agent’s Primary API number
* If **Lead Owner’s Number** is selected → chat opens from the admin/owner’s Primary API number

This ensures:

* No confusion about which number is being used
* Consistent communication across the team

***

#### <mark style="color:$primary;">**Conclusion**</mark>

The DoubleTick Chrome Extension for Zoho CRM makes WhatsApp communication inside Zoho seamless and efficient.

With automatic chat initiation and Default Chat Preference, your team can message leads faster, with the right number — without any manual effort.


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