01 — The problem
WhatsApp is where deals happen, but not where they’re recorded.
In the Gulf, many deals are negotiated on WhatsApp. If the inbox doesn’t sync to the CRM, managers can’t see activity and leads leave with the rep.
WhatsApp Business API has rules: approved templates for business-initiated messages, a 24-hour service window, opt-in requirements and per-conversation pricing set by Meta.
02 — What we build
What the engagement delivers.
Number and inbox setup
WhatsApp Business API number on DoubleTick, team members, assignment rules and working hours.
CRM sync
New conversations create or match leads, messages log as activities, and DoubleTick tags map to CRM fields or stages.
Owner alignment
The CRM owner and the DoubleTick assignee stay in step, so reassignment in one updates the other.
Broadcasts
Template broadcasts to CRM segments with opt-in checks and delivery reports written back.
Chatbot entry flows
Simple qualification flows before a person picks up, with answers saved to the lead.
03 — Configuration vs custom
What is set up, and what is written.
Configuration
- DoubleTick workspace, team and tags
- Templates and approval
- Native CRM integration where available
- Chatbot flows
Custom development
- Webhook sync where the native integration falls short
- Owner sync logic
- Segment export and delivery write-back
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- WhatsApp number on your Meta business
- Integration code if custom
- Template register
- Team playbook
FAQ
Questions about DoubleTick.
Why not use the WhatsApp Business app?
The app runs on one phone and doesn’t integrate. The API allows a shared team inbox, automation and CRM sync.
How is WhatsApp API messaging charged?
Meta charges per conversation or message category (marketing, utility, authentication, service), varying by country, plus the inbox provider’s fee.
Can existing chats be moved to the API number?
Message history on a phone does not migrate. The number itself can be moved to the API, after which new conversations are captured.
DoubleTick or respond.io?
DoubleTick is WhatsApp-first and simple for sales teams. respond.io covers more channels and has stronger workflows. We compare on your channel mix.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about DoubleTick WhatsApp CRM integration.
We have started the message for you. Add what you run today and we will reply within one business day.