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WhatsApp Business API setup and integration · Marketing

Get the WhatsApp Business API approved and every chat into your CRM with an owner.

Most owners arrive here when the ordinary WhatsApp Business app has run out. Three people share one phone, and chats vanish when one of them leaves. The API fixes that, but the setup has more rules than a vendor demo shows.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Editorial illustration for WhatsApp Business API setup and integration

In one paragraph

The WhatsApp Business API is Meta's version of WhatsApp for teams: several people on one number, approved templates, automation and a link to your CRM. GullySales runs the setup, from Meta verification and the choice of provider to template approval, opt-in records, the CRM connection and the handover to your staff.

For example, a skin clinic in Jayanagar with four people on one phone would move that number to the API and answer from a shared inbox. Each chat would open a CRM record with a name against it. What the clinic sends once this works is planned in our WhatsApp marketing and automation service.

Who it is for

This is written for you if these sound familiar.

  • Clinics, coaching centres and showrooms where several people answer one WhatsApp number
  • You send reminders, order updates or payment links to hundreds of customers a week
  • Your Click to WhatsApp ads bring chats that nobody records against the ad
  • You are leaving the ordinary app and cannot lose the number customers already have saved

Not for

It is not the right fit if.

  • One person answers every chat and the app on a single phone is enough
  • You want to message bought lists or people who never agreed to hear from you
  • Nobody will take over the chats that the automation cannot answer

The problem

Does this sound like your business?

What owners tell us on the first call, in their words.

  • “Meta rejected our business verification twice”

    The legal name on the GST certificate does not match the website or the Meta Business account. Nobody knows which document to send next.

  • “Our templates keep getting rejected or reclassed as marketing”

    A payment reminder written like an offer is billed at the marketing rate, and an appointment reminder with a vague variable is refused.

  • “The provider set up a chatbot that customers cannot escape”

    A buyer types a real question, gets the menu again, and messages a competitor. Nobody on the team is told the chat needed a person.

  • “The provider's inbox and our CRM never talk”

    A lead that came in on WhatsApp sits in one screen with no owner. The follow-up date lives in another screen nobody opens.

What we do

Everything that is included.

Each deliverable, and what it gets you. Nothing here is an extra.

  1. Meta business verification

    Your Meta Business account set up or cleaned, documents matched to your legal name, and a display name that passes review.

  2. Provider shortlist and choice

    Two or three Business Solution Providers compared on inbox, CRM connector, per-message markup and support. The reason for the pick is written down.

  3. Template set

    Utility, marketing and authentication templates written for your real messages, filed in the right category and taken through approval.

  4. Opt-in records

    Consent taken on forms, at the counter or in the first chat, stored with date and source. Stopping messages takes one reply.

  5. CRM connection

    Every chat creates or updates a CRM record with source, owner and next step, including chats from Click to WhatsApp ads.

  6. Handover rules

    A short welcome flow for the common questions, then a named person in working hours and a holding reply after them.

How the result is measured

  • Median reply time on WhatsApp chats in working hours
  • Chats with a CRM record, source and owner
  • Template approval and quality rating
  • Chats handed from automation to a person, and how fast
  • Enquiries and orders traced to WhatsApp

Recorded as a baseline before work starts, so every later report has an honest comparison.

How it works

How the work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Audit the current WhatsApp use

    Who answers today, how many chats arrive a week, what goes out in bulk, and where chats get lost.

  2. 2

    Verify and choose the provider

    Meta verification starts first because it can be slow, and Meta decides how long it takes, not us. Providers are compared against your list of needs in the meantime.

  3. 3

    Write and approve templates

    Drafted with your team and revised until approved. Each template is tied to the moment it is sent.

  4. 4

    Connect, test and go live

    The CRM link and handover rules are tested on real enquiries first. Then the number moves and your staff learn the inbox.

  5. 5

    Report on what the number produced

    Reply time, template ratings and chats that reached a person, set against the baseline taken before the work starts.

Before you hire anyone

Do this first yourself.

The API is not needed by every business, so check whether yours is one of them.

  1. Find out whether your number is on the normal WhatsApp Business app today.
  2. Count how many people write to you and how many staff need to answer at the same time.
  3. Check whether you have a Meta Business account and who is the admin on it.
  4. List which messages you want sent automatically, such as order updates or appointment reminders.

Judge any provider

What to ask any provider of this service.

Useful whoever you choose, including us.

  • Do I actually need the API, or would the Business app do?
  • Will the Meta Business account and number stay in my name?
  • What are the platform fees, the message charges and your fee, listed separately?
  • Can I move to another provider later and keep my number and history?
  • How long will the number be offline during the switch, if at all?

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 1, prospecting and lead generation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
What is the difference between the WhatsApp Business app and the API?
The app runs on one or two phones and suits a single person answering. The API has no app of its own. It works through a provider's inbox or your CRM, with many agents, approved templates and sends to people who opted in.
Can we keep our existing WhatsApp number?
Usually yes. What happens to old chats depends on how the number is moved and on the provider, so we check that before anything changes. The switch is planned for a quiet day, and regular customers hear about it first.
Which WhatsApp Business API provider should we choose?
The one whose inbox your staff will actually use, with a connector for your CRM and a markup you understand. We compare two or three on those points and write down why one was picked.
Who can we message, and what if a template is rejected?
Only people who agreed to hear from you, with the date and source of that consent on record. A rejected template is rewritten and sent again, often because it reads like an offer when it is a reminder. Meta charges by message category, so a wrongly filed template can cost more.
Do we need a WhatsApp chatbot?
A small one helps. A welcome message and answers to the five questions everyone asks beat a long menu. The customer should reach a person in one tap.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.

By industry

WhatsApp Business API setup and integration, written for your industry.

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