Engineering™ · Revenue & MarTech

WhatsApp Business API

We turn WhatsApp into an integrated, automated, and trackable commercial sales channel.

Official Meta Cloud API integration connected to your CRM. Instant response bots, lead qualification, interactive product catalogs, multi-agent inbox, and full pipeline attribution.

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Scope

Official Cloud API Setup · CRM Bi-Directional Sync · Interactive Chatbot Flows · Multi-Agent Inbox

Estimated Timeline

3–5 weeks

Platforms

Meta Cloud API · ManyChat · Sirena / Zoko / Wati · HubSpot / Salesforce

Target Fit

Is this for your company?

This service is for you if

✓Sales reps handle buyer chats on personal mobile devices with zero CRM tracking or management oversight.
✓Prospects wait hours for responses and end up purchasing from faster-responding competitors.
✓Your team spends hours manually answering the same 10 routine pre-sale questions every day.
✓You want to automate transactional notifications (meeting bookings, order confirmations, invoice alerts) via WhatsApp.

You probably do not need it if

✕You receive fewer than 5 chats per day where the free mobile WhatsApp Business app is sufficient.
✕Your goal is sending unsolicited cold spam messages that violate Meta commercial policies.

Problem Space

What we solve

Centralized Multi-Agent Shared Inbox

A single verified corporate phone number managed simultaneously by multiple sales reps with full audit trails.

24/7 Automated Qualification Bots

Interactive chat flows that answer immediately, filter unqualified prospects, and route hot leads to live reps.

Bi-Directional CRM Synchronization

Automatic contact creation, conversation logging, and deal stage progression in HubSpot or Salesforce.

Automated Transactional Notifications

API triggers for calendar booking confirmations, appointment reminders, and customer billing alerts.

Engineering Process

How it works

01 — Diagnose

Meta Business Verification & API Approval

We verify your Meta Business Manager and complete official WhatsApp Cloud API provisioning.

02 — Design

Conversational Architecture & Tree Mapping

We design qualification logic, interactive button options, and commercial round-robin routing rules.

03 — Build

Bot Development & CRM Webhook Integration

We configure Meta-approved message templates, integrate CRM webhooks, and setup shared team inboxes.

04 — Launch

Testing, Team Enablement & Go-Live

We train your sales team on the multi-agent console and monitor first-response resolution metrics.

Deliverables

What we deliver

Upon completion you will have

✓Official verified WhatsApp Business API line (with Green Tick submission where eligible).

✓Multi-agent shared team inbox configured with roles, permissions, and routing rules.

✓Interactive qualification chatbot to handle pre-sale questions 24/7.

✓Bi-directional real-time integration with HubSpot, Salesforce, or Zoho CRM.

✓Meta-approved HSM outgoing message templates for reminders and follow-up.

Delivery Plan

Implementation Phases

Tiempo típico de proyecto:3–5 weeks

Week 1Phase 1

Meta Verification & API Provisioning

Legal business verification, phone number migration, and Cloud API activation.

Weeks 2–3Phase 2

Conversation Design & Template Approval

Decision tree mapping, message copywriting, and Meta template (HSM) submission.

Week 4Phase 3

Technical Integration & CRM Hookup

Webhook programming, CRM custom property mapping, and routing logic testing.

Week 5Phase 4

Team Training & Production Rollout

Rep enablement workshops, live chat simulation, and official channel launch.

Pricing Guidance

Estimated Investment

Target Investment

USD 3,500

Includes Meta verification, API setup, qualification chatbot, CRM integration, and team training. Excludes Meta per-conversation network fees.

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Real-World Proof

Impact Case Study

From Lost WhatsApp Chats to 100% CRM Tracked Pipeline

Initial problem

Healthcare group with 8 clinic locations receiving 2,500 monthly WhatsApp chats on 5 unlinked phones, losing 40% of bookings to 4-hour response lags.

Technical intervention

Deployment of WhatsApp Cloud API connected to ManyChat and HubSpot CRM with automated location-based appointment routing.

Outcome achieved

Initial response time dropped to 3 seconds, 65% of bookings are now fully automated, and patient no-show rates fell by 22% via automated reminders.

Clarifications

Frequently asked questions

Can we keep our existing business phone number?

Yes, provided it is unlinked from standard mobile WhatsApp apps. We manage the porting process to the official Cloud API while preserving your public phone number.

What is the key difference between standard WhatsApp Business and the API?

The official API allows multiple reps to handle the same number simultaneously from desktop dashboards, enables custom code and bot automation, connects natively to your CRM, and allows Meta-approved bulk notifications.

Does Meta charge for messages sent through the Cloud API?

Yes. Meta charges per 24-hour conversation window based on destination country and category (marketing, utility, authentication, service). We optimize workflow logic to keep network costs minimal.

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