HelloLeads DoubleTick

HelloLeads + DoubleTick Integrations, Built by an AI Agent

Put HelloLeads + DoubleTick to work with AI and enterprise-grade automation

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See the kind of workflows teams build with HelloLeads and DoubleTick below — describe the exact one you want above and the Agent builds it on demand.

HelloLeads + DoubleTick When a new lead is added in HelloLeads, send an automated WhatsApp message via DoubleTick. See details
Celebrate closed deals in team channels When a deal is marked as won in HelloLeads, automatically send a celebration message to your team channel in DoubleTick. See details
Alert sales reps to new incoming leads When a new lead is created in HelloLeads, send a direct message in DoubleTick to assign and notify the responsible salesperson. See details
Log team discussions into CRM contact histories When a new message is posted in DoubleTick, automatically log the details as an activity against the contact record in HelloLeads. See details

Browse the full workflow library →

Looking to achieve something else with HelloLeads and DoubleTick?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for HelloLeads and DoubleTick

Everything HelloLeads and DoubleTick can do inside a workflow — the triggers that start one and the actions that run when it fires.

HelloLeads Explore HelloLeads →

HelloLeads is a mobile lead management and CRM platform that helps sales teams track, organize, and follow up with prospects.

Triggers
When Lead Becomes Customer

Triggers when Lead stage is changed to Won stage.

New Leads

Triggers when new lead is added into HelloLeads.

Actions
Create Lead

Creates a new lead.

DoubleTick Explore DoubleTick →

DoubleTick is a mobile messaging platform that helps businesses send bulk WhatsApp broadcasts, manage customer conversations, and automate sales chats.

Triggers
Message Received

Triggers when a new message is received.

Message Status Update

Triggers when a message status is updated.

Actions
Send WhatsApp Media Message

Send WhatsApp Media Message.

Send WhatsApp Message

Send a whatsApp message to a contact

Send WhatsApp Template Message

Send a pre-approved WhatsApp Message Template to a contact

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about HelloLeads + DoubleTick

Is there a pre-built HelloLeads + DoubleTick automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches HelloLeads and DoubleTick's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built HelloLeads or DoubleTick connector?

No. The Agent works whether or not HelloLeads or DoubleTick already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting DoubleTick to HelloLeads help sales teams close deals faster?

Sales reps receive instant channel updates in DoubleTick whenever high-value leads or deal status changes occur in HelloLeads, allowing rapid team collaboration.

Can chat conversations be tracked in customer profiles?

Yes, important conversations or messages posted in DoubleTick can be automatically logged as activity notes in HelloLeads.

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