Deep Linking into DoubleTick from Any CRM
DoubleTick now supports Deep Linking, which lets you add a button inside your CRM that takes you directly to a specific lead’s WhatsApp conversation on DoubleTick — instead of just opening the app.
Example: Inside Salesforce (or any CRM), you can add a button like “Open in DoubleTick”. Clicking it instantly takes your team to the customer chat for that exact lead.
How Businesses Can Use This
You can use deep linking wherever your team manages leads, customers, or tickets:
✔ CRM Leads & Opportunities ✔ Service/Support Tickets ✔ Sales Pipelines ✔ Post-Sales & Account Management ✔ Operations & Fulfillment Workflows
Wherever the number is stored, you can convert it into an actionable WhatsApp conversation with one click.
Benefits & Outcomes
This unlocks multiple operational advantages:
1. Zero Context Switching Your sales/support team doesn’t need to search for numbers inside DoubleTick — they jump to the right chat instantly.
2. Faster Response Times Direct chat access = faster customer replies = higher conversions.
3. Increased Sales Velocity Pipeline follow-ups become quicker and more structured.
4. Better Support Experience Tickets that require WhatsApp become easier to resolve.
5. CRM → WhatsApp Alignment Your CRM becomes the command center for communication.
How to Implement Deep Linking
If you want to enable Deep Linking for your CRM, the process is extremely simple.
DoubleTick provides you with the following URL format:
You can share this URL structure with your CRM provider/CRM partner and they can easily:
✔ Add a button ✔ Add an action link ✔ Add a sidebar widget ✔ Or integrate it within existing lead/account/customer views
The only requirement is that your CRM must pass:
Your DoubleTick-connected WABA Number
Customer/Lead Phone Number
Everything else will work automatically from the DoubleTick side.
Who Handles the Integration?
The implementation typically happens on the CRM side, not DoubleTick’s side. Most CRMs (Salesforce, Zoho, LeadSquared, HubSpot, Pipedrive, etc.) support such custom button or URL actions natively.
It usually takes CRM partners minutes to hours, not weeks.
Deep Linking Case Studies — Before vs After
1. Sales (Inside CRM Pipelines)
Before Deep Linking:
Sales reps open CRM → copy number → open WhatsApp → search contact manually
Leads pile up without timely follow-up
No contextual continuity between CRM & WhatsApp chat
High leakage between sales stages
After Deep Linking:
Sales rep clicks “Open in DoubleTick” inside CRM
Jumps directly to WhatsApp chat of that exact lead
Can send updates, pricing, quotes instantly
Follow-ups become structured and on time
Outcome: Higher conversion, reduced lead aging, faster deal velocity
2. Customer Support (Ticketing & Helpdesk)
Before:
Support agent sees ticket → asks customer for more info → waits
Shared details spread across CRM, email & WhatsApp
Slow resolution → lower CSAT
After:
Agent clicks “Open Chat in DoubleTick” from the ticket
Asks clarifications or shares docs instantly
All communication logs remain consistent
Outcome: Faster ticket closures + stronger customer experience
3. Logistics & Field Operations
Before:
Dispatch teams search phone numbers for riders/customers
Order details & communication live in different tools
Delays & miscommunication common
After:
Order record → Open Rider Chat / Open Customer Chat
Real-time coordination for OTP, delivery windows, status
Issues resolved instantly
Outcome: Lower delivery friction + reduced operational waste
4. BFSI (Loans, Policies, Claims, KYC)
Before:
Loan/KYC teams send repeated email reminders
Customers respond late or not at all
Claims drag due to back-and-forth documentation
After:
RM opens lead → Open in DoubleTick
Sends KYC links, docs, reminders directly via WhatsApp
Customer submits replies faster
Outcome: Shorter processing cycles & improved compliance communication
5. D2C & Ecommerce (Orders, Returns, CX)
Before:
Customer asks for status → support checks system → replies later
Returns/exchange handled via email → long loop
Tracking & payment info scattered
After:
Order record → Open Conversation
Send tracking link / payment link instantly
Handle returns via WhatsApp in real-time
Outcome: Better NPS + fewer customer escalations
6. Real Estate (Leads & Site Visits)
Before:
Brokers rely on multiple tools + manual follow-ups
Delay in responding → leads go stale
Brochure sharing takes effort
After:
CRM lead → Open in DoubleTick
Share brochure, pricing, images, floor plan instantly
Follow-ups on visit scheduling become efficient
Outcome: Higher inquiry-to-visit conversion + faster closures
7. EdTech (Student Onboarding & Admissions)
Before:
Admissions team calls repeatedly for demo/fee confirmation
Emails get ignored
Student communication scattered
After:
CRM student profile → Open Chat
Send fee details/demo reminders on WhatsApp
Share schedules, results, docs instantly
Outcome: Less drop-off + smoother student servicing
8. Healthcare (Appointments & Reports)
Before:
Appointment reminders via calls → low pick-up rate
Reports shared via email → customer delays
Rescheduling friction
After:
Patient record → Open in DoubleTick
Send reminders, reports, invoices instantly
Confirm/reschedule via WhatsApp
Outcome: Reduced no-shows + better experience
9. Hospitality & Travel (Bookings & Guest Experience)
Before:
Bookings confirmed via email/call
Itinerary queries handled slowly
Upsell opportunities missed
After:
Booking record → Open in DoubleTick
Send itinerary, confirmations, payment links, offers via WhatsApp
Handle guest queries instantly
Outcome: Higher upsell + smoother guest management
Deep Linking helps organizations transform how their teams interact with customers across Sales, Support, Operations, and Post-Sales workflows. By connecting CRM records directly to WhatsApp conversations, businesses eliminate manual steps, reduce response delays, and create more seamless experiences for both teams and customers.
Whether it’s converting more leads, resolving tickets faster, improving logistics coordination, or enhancing customer engagement, Deep Linking enables WhatsApp to become an action-oriented channel aligned tightly with your core systems.
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.
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