Adds a contextual 'WhatsApp Chat' button to Salesforce Lightning records and opens conversations in a resizable side panel so teams can message without switching tabs. Built by Toronto Tax Boutique as a Chrome add-on, the connector links Salesforce and the DoubleTick WhatsApp Business API. Key capabilities include phone-number detection with country suggestions, a resizable minimizable panel, and local storage of API credentials. It fits sales and support reps who handle WhatsApp messaging alongside CRM workflows.

Integrates WhatsApp messaging directly into the CRM record view

The connector injects a WhatsApp Chat button into the action bar of any Lightning record that contains a phone field, including Contacts, Leads, and Accounts. Clicking the button opens the DoubleTick conversation in a panel on the same page, showing chat history and customer details next to the thread. That design keeps messaging contextual to the active record and reduces tab switching during an interaction.

Panel-based interface that follows the active Salesforce console tab

The conversation opens in a resizable, minimizable side panel that syncs with the currently active Salesforce console tab, so the chat aligns with the active record. The extension supports multiple console tabs and updates automatically when the user switches records. The panel model keeps the message thread visible while users edit CRM fields or consult related records.

Privacy design stores credentials locally and avoids telemetry

The extension stores the DoubleTick API key in the user's browser rather than on external servers, which limits external storage of sensitive credentials. According to the developer, the extension runs no analytics and sends phone numbers to DoubleTick only when a user clicks the chat button. Those choices reduce remote exposure of API keys and usage data.

No-code setup and platform requirements constrain its audience

Setup requires only a DoubleTick API key and a connected WhatsApp Business number, which the extension accepts without backend changes. The connector works only in Chrome and requires Salesforce Lightning Experience; it does not support Salesforce Classic. That narrow compatibility keeps setup simple but limits deployment to organizations using the specified stack.

Practical add-on for Salesforce teams using DoubleTick, with a focused reach

The connector provides a direct way for reps to handle WhatsApp conversations from inside Salesforce, making it useful for teams that already use DoubleTick and Lightning. Adoption appears concentrated: public ratings are limited, which suggests a small, specialized user base rather than broad enterprise rollouts. For teams that match the required stack, the extension is a tight, privacy-conscious option; others should evaluate fit before deploying.