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.

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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.

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3. Installing the WhatsApp Messaging Connector on LeadSquared

• 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.

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4. Configuring the Connector

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

Step 1 — Basic Details

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.

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Step 2 — Service Provider Setup

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

1. Select WhatsApp Cloud as the Provider

2. Click Next

3. Fill in:

Field	Value
Send Message URL	https://public.doubletick.io/cloud-api/messages
Permanent Access Token	Get from DoubleTick → Settings → Developer API
WhatsApp Business Account ID	Leave blank
Authentication Header Template	{{Token}} (must be exact)
Get Media URL	https://public.doubletick.io/cloud-api/{{mediaId}}

After entering these values → click Next to complete setup.

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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.

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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)

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Step 5.2 — Adding the Same Template to LeadSquared

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.

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6. Sending WhatsApp Templates from LeadSquared

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.

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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

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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.