We’re excited to introduce DoubleTick’s WhatsApp Integration for Microsoft Dynamics, enabling teams to access WhatsApp conversations directly inside their CRM records.
This brings messaging, deal management, and customer context together in a single workspace.
What This Means for You
WhatsApp conversations can now be accessed directly within:
- Lead records
- Opportunity records
- Contact views
- No external tools required.
Key Benefits
- No More Platform Switching: Sales teams can chat on WhatsApp without leaving Bitrix.
- Full Conversation Context: View recent WhatsApp history directly inside the Lead or Deal.
- Faster Follow-Ups: Respond immediately while reviewing deal details.
- Better Team Collaboration: Anyone opening the Lead/Deal can see the communication trail.
- Improved Productivity: Less tab hopping. More focused selling.
WhatsApp + Microsoft Dynamics CRM — finally working in one place.