Features

Contacts

Organize customer relationships

Marketing

Run campaigns and nurture

Sales

Track deals and pipelines

Automations

Automate workflows, save time

Booking

Manage appointments and reservations

Support

Manage tickets and help

Other

Browse other pages and links

360° Contact View

Manage customer contact information

Lead Scoring

Prioritize your best leads

Website Tracking

Monitor visitor behavior insights

Email Builder

Design custom email templates

Standard Email Campaign

Send bulk email broadcasts

Automated Campaigns

Set triggers, automate outreach

SMS Marketing

Text message marketing outreach

Whatsapp Marketing

Messaging through WhatsApp platform

Pipelines

Visualize sales process stages

Workflow

Build custom automation sequences

Email Sequence

Automated follow-up email series

Analytics & Reports

Track performance and metrics

SMTP

Configure email delivery settings

MailBox

Manage emails in CRM

Mobile App

Coming Soon

Manage CRM on-the-go

Forms

Capture leads from forms

E-Commerce

Sync orders and customers

LMS

Track students and enrollments

Other

Expand with more integrations

Quill Forms

Contact Form 7

Elementor

Fluent Forms

Formidable Forms

Forminator Forms

Gravity Forms

MetForm

Ninja Forms

WPForms

Sure Forms

Bit Forms

WS Forms

WooCommerce

Easy Digital Downloads

Sure Cart

Sync purchases and customers

Learndash

LearnPress

Connect courses with contacts

LifterLMS

Manage students and courses

Tutor LMS

Sync course and students

Presto Player

Track video engagement data

Resources

Docs

Your trusted reference for all features

Get started guide

Quick guide to start with ease

Facebook Group

Community support for every step

Youtube Channel

Explore features through clear demos

Changelog

See what's new in every release

Login Try Demo Get Started

Features

Contacts
Organize customer relationships
- 360° Contact View
  Manage customer contact information
- Lead Scoring
  Prioritize your best leads
- Website Tracking
  Monitor visitor behavior insights
Marketing
Run campaigns and nurture
Sales
Track deals and pipelines
- Pipelines
  Visualize sales process stages
Automations
Automate workflows, save time
- Workflow
  Build custom automation sequences
- Email Sequence
  Automated follow-up email series
Booking
Manage appointments and reservations
Support
Manage tickets and help
Other
Browse other pages and links
- Analytics & Reports
  Track performance and metrics
- SMTP
  Configure email delivery settings
- MailBox
  Manage emails in CRM
- Mobile App
  Coming Soon
  Manage CRM on-the-go

Forms
Capture leads from forms
- Quill Forms
- Contact Form 7
- Elementor
- Fluent Forms
- Formidable Forms
- Forminator Forms
- Gravity Forms
- MetForm
- Ninja Forms
- WPForms
- Sure Forms
- Bit Forms
- WS Forms
E-Commerce
Sync orders and customers
- WooCommerce
- Easy Digital Downloads
- Sure Cart
  Sync purchases and customers
LMS
Track students and enrollments
- Learndash
- LearnPress
  Connect courses with contacts
- LifterLMS
  Manage students and courses
- Tutor LMS
  Sync course and students
Other
Expand with more integrations
- Presto Player
  Track video engagement data

Resources

Your trusted reference for all features

Get started guide

Quick guide to start with ease

Community support for every step

Youtube Channel

Explore features through clear demos

See what's new in every release

Login Try Demo

Get Started

Third Party Integrations article

Third-Party Integrations

AI Assistant Overview
Setting Up the AI Assistant
Using the AI Assistant
AI Assistant Tools Reference

Overview
Deals Analytics
Sales Representatives Analytics
Sales Representative Details
Pipelines Analytics
Emails Analytics
Contacts Analytics
Cart Analytics
My Report

Setting up your First Automation
Workflow
Canvas
Triggers
Actions
Conditions
Goals
Delay
Merge Tags
Contact’s Journey
Analytics

Create Single Events
Create Round Robin Events
Set Email Notifications for a Booking
Set Booking Questions
Set Booking Limits
Modify Event Details
Create Collective Events
Availability Management
Configure Availability
Configure Availability for Events
Booking Details
Booking Shortcodes
Waiting List
Collect Payment During Booking
Collect Multi-Payments

Availability Management
Configure Availability
Booking Details
Booking Shortcodes
Waiting List
Configure Availability for Events

Overview
Brevo (Sendinblue)
SMTP2GO
Postal
Elastic Email
Mailgun
Postmark
SendGrid
Amazon SES
SparkPost
Netcore Email API (Pepipost)

Overview
Creating Your First Campaign
Email Campaigns
SMS Campaigns
Selecting Recipients
Scheduling & Sending
Campaign Analytics
Managing Campaigns
AI Email Builder
Automated Campaigns

Enable Cart Tracking
Set Up Abandoned Cart
Create Personalized Coupons

Slack
Twilio

Overview
Create Contact
Import Contact
Export Contacts
Advanced Filters
Manage Columns
Bulk Actions
Lists
Tags
Contact Details
AI Text Generation

Overview
Creating Custom Field
Managing Custom Fields

Email Sequences Overview
Creating an Email Sequence
Managing Sequence Steps
Using Email Sequences with Automations

Overview
Create a New Form
Managing Forms
Using Forms in Automations

Overview
Business Settings
Email Settings
SMS Settings
Double Opt-In Settings
Cart Settings
Currencies
License Management
Managers
Website Tracking & Data Retention
Mailbox
AI Settings
Mobile Push Notifications
Notifications
Settings
Host Settings

Importing Contacts from CSV
Importing Contacts from FluentCRM
Importing Contacts from FunnelKit
Importing from WordPress Users
Importing from WooCommerce Customers
Importing Contacts from ActiveCampaign
Importing Contacts from MailerLite
Importing Contacts from HubSpot
Importing Contacts from Pipedrive
Importing Contacts from GoHighLevel

Google Calendar
Zoom
Apple

Lead Scoring – Overview
Lead Scoring – Contact Scores & Filters
Lead Scoring – Using in Automations
Lead Scoring – Available Conditions
Lead Scoring – Automatic Recalculation
Lead Scoring – Best Practices
Lead Scoring – FAQ

Overview
Creating New Link Trigger
Managing Link Trigger

Collect Payment During Booking
Collect Multi-Payments

Overview
Creating a new pipeline
Stages
Deals
Creating a new deal
Deal Details
Deal Activities

Overview
Create Proposal
Proposals
Create Invoice
Invoices
Create Contract
Contracts
Credit Notes
Record Payment
Payments
Sales Settings
Taxes
Client Portal

SendLayer
SendGrid
Mailgun
Brevo (Sendinblue)
Postmark
SparkPost
Mandrill
SocketLabs
Loops
Amazon SES
Zoho
Outlook
MailerSend
Mailjet
SMTP2GO
ElasticEmail

Support Overview: Tickets & Help Desk
Mailboxes: Email Channels & IMAP
Auto-Close Inactive Tickets
Incoming Ticket Webhook
Customer Support Portal

Third-Party Integrations
Slack
Twilio
Zapier
Make

Webhooks
Outgoing Webhooks
Incoming Webhooks

Whatsapp Meta API Setup Guide
WhatsApp Individual Messaging
WhatsApp Automations

WordPress Integrations
Elementor Forms
Contact Form 7
Gravity Forms
WP Forms
Fluent Forms
Formidable Forms
Ninja Forms
QuillForms
Forminator Forms
MetForm Forms
WooCommerce
Learndash
WooCommerce Memberships
WooCommerce Subscriptions
WooCommerce Wishlists
SureForms
WSForm
Bit Form
SureCart
Tutor LMS
ACF User Fields as Merge Tags
MemberPress Automation
Paid Memberships Pro

Here are some third-party integrations that you can use to set up events and perform actions in DoubleScale Automations.

Slack
Twilio
Zapier
Make

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