The Zoho IFrame integration lets you use DoubleTick directly inside Zoho CRM without switching tabs or juggling multiple tools. This makes it easier and faster for teams to manage WhatsApp conversations while working on leads and contacts inside CRM.
💡 What This Integration Does
Think of it as placing a small DoubleTick window inside Zoho CRM. Through this window, you can:
➡️ View DoubleTick
➡️ Reply to chats
➡️ Send WhatsApp messages
➡️ Access conversations
➡️ Manage communication without leaving CRM
This window is called an IFrame Widget.
📌 Requirements (Before You Start)
To set up the widget, you need:
✔ Zoho CRM account
✔ Admin access (only admins can add widgets)
✔ Widget file from DoubleTick Support / Account Manager (ZIP File Placeholder Below)
✔ Correct phone numbers saved in CRM Leads/Contacts
✔ Same phone number for Zoho CRM User & DoubleTick User
Phone number matching ensures smooth messaging and chat continuity.
Follow these simple steps — no technical skills required:
Step 1: Open Zoho CRM Setup
• Log in to Zoho CRM
• Click the Setup/Settings icon in the top-right corner
This opens Zoho’s configuration options.
• Type “Widgets” in the search bar
• Click Widgets when it appears
Widgets allow you to add tools inside Zoho.
• Click Create New Widget
• A form will open
• Give your widget a simple name like:
DoubleTick Widget
• Upload the widget ZIP file
• Save it
Your widget is now created 🎉
Now you must attach this widget to the Lead or Contact section.
• Open any Lead inside Zoho CRM
• Scroll down to the bottom
• Click Add Related List
• Select the DoubleTick Widget you just created
• Save
Step 5: Make Sure the Lead Has a Phone Number
The DoubleTick widget loads only when Zoho has a valid phone number.
Important notes:
✔ Use country code format
Example: +91 9876543210
✔ If missing, Zoho will ask you to add it
✔ Once added, the widget refreshes and loads DoubleTick
DoubleTick uses the phone number to show chat history and enable messaging.
⚠ IMPORTANT BEHAVIOUR NOTE
When the DoubleTick widget loads, it automatically opens the chat for the same lead you’re currently viewing inside Zoho CRM.
Example:
If you are viewing Lead “Rahul — +91 99999 88888” in Zoho, DoubleTick opens Rahul’s chat directly when the widget loads.
This makes it faster for sales/support teams to message leads without manual searching.
🔐 Phone Number Matching Rule
For messaging to work properly:
Zoho CRM user phone number = DoubleTick login phone number
If they don’t match, you may face issues like:
✖ Message not sending
✖ Chat history not showing
✖ Buttons not appearing
If mismatched, update the Zoho user phone number or contact support.
🎉 You’re All Set!
Once setup is complete:
✔ Open any Lead or Contact
✔ Click on the DoubleTick panel
✔ Chat from the same CRM screen
✔ View chat history
✔ Respond faster
This makes workflows significantly more efficient for teams using WhatsApp for sales, support, or pre-sales.
If you need the widget file or setup guidance, reach out:
📧 [email protected]
We’re happy to assist anytime 🙂
