WhatsApp Business API integration and CRM automation
We set up the official WhatsApp Business API through Meta — approved message templates, broadcast campaigns, automated replies, lead capture and a shared team inbox where every conversation is logged against the customer. This is the official API, not an unofficial automation tool: unofficial tools get numbers banned, and a banned number takes your customer history with it. We build and run our own WhatsApp CRM product, so the setup steps, template approval rules and rate limits are things we deal with daily rather than read about.
- Price
- Quoted per project — setup scope varies, and Meta charges you separately per conversation
- Timeline
- 1–3 weeks depending on Meta verification
Who this is for
- A business running sales through one phone, where nobody else can see the conversation history
- A team that needs several people answering the same WhatsApp number without stepping on each other
- A shop sending broadcasts manually and hitting bans or spending hours copy-pasting
When this is the wrong thing to buy
If you handle a handful of chats a day on one phone, the free WhatsApp Business app already does what you need. The API is worth it when you need multiple agents, real broadcasts or CRM logging.
Everything in the price — no line items added later.
Official Meta setup, done properly
Business verification, phone number registration, and a permanent access token issued through a Business Suite System User rather than a temporary token that expires and silently breaks everything.
Message templates that get approved
Meta rejects templates for predictable reasons — promotional language in a utility category, missing variables, wrong formatting. We write and submit them so they pass.
Broadcasts that do not get you banned
Real broadcast campaigns through the API, respecting Meta's quality rating and messaging limits. This is the difference between reaching customers and losing the number.
Auto-replies and lead capture
Greeting messages, away messages, keyword flows and a capture flow that puts the enquiry into your CRM instead of scrolling out of a chat list.
A shared team inbox
Several agents on one number, conversations assigned, nothing answered twice and nothing missed.
Wired to what you already use
Conversations logged against the customer record in your CRM, sales sheet or store. Chat history stops living on one person's phone.
Four steps, and you see the work at each one.
- 01
Check you qualify, before anything else
Meta requires a business, a number not already on the WhatsApp app, and verification. We check all three first so you do not pay for a setup that cannot complete.
- 02
Business verification with Meta
The slow part, and mostly out of our hands — documents submitted, then Meta's timeline. We prepare the submission so it passes the first time.
- 03
Templates, flows and inbox
Templates written and submitted for approval, automation flows built, team inbox configured and connected to your CRM.
- 04
Live, with your team trained
Handover of the Meta assets under your own business account, plus training on templates and broadcasts so you are not dependent on us to send a campaign.
Projects where we did exactly this.
Both links go to running production sites. Open them and check the load times.
WhatsApp & CRM Automation — asked and answered.
It is Meta's official interface for businesses to send and receive WhatsApp at scale. You need it when you want several agents on one number, real broadcast campaigns, automated replies, or conversations logged to a CRM. If one person answers a few chats a day, the free WhatsApp Business app is enough and we will tell you so.