Complete Step-by-Step Guide to WhatsApp API Integration Using Cleomitra

WhatsApp is one of the most effective communication channels for businesses today. With WhatsApp API, you can automate conversations, send notifications, and manage customer communication at scale—securely and compliantly.

In this guide, we walk you through the complete WhatsApp API integration process using Cleomitra, from Meta Business setup to launching campaigns.

Step 1: Sign Up on Cleomitra

Start by creating your account on Cleomitra:

👉 https://www.cleomitra.app/

After signing up, you’ll get access to the Cleomitra dashboard where you can manage integrations, campaigns, and CRM features.

Step 2: Requirements for WhatsApp API Setup

Before connecting WhatsApp API, make sure the following requirements are ready.

Mandatory Requirements

• Registered Meta Business Portfolio: You must have a verified Meta Business Portfolio. The Facebook account used must have Admin access with full permissions.
• WhatsApp-Free Phone Number: The phone number must not be connected to WhatsApp or WhatsApp Business App.

If the number is already in use:

• Take a full backup
• Delete the existing WhatsApp account
• OR Change the number inside the WhatsApp app if it’s your business number

If You Don’t Have a Meta Business Portfolio

• Go to 👉 https://business.facebook.com/
• Click Create Business Portfolio
• Fill in your business details
• Submit required business documents (GST or other valid documents)
• Submit for verification

⏳ Approval Time: Verification usually takes 1 to 3 business days, depending on Meta review.

Step 3: Prepare Your WhatsApp Number

• Ensure the selected number is not active on WhatsApp
• Always take a backup before deleting any existing WhatsApp account
• WhatsApp API cannot be enabled on a number already in use

Step 4: Connect WhatsApp API in Cleomitra

• Go to 👉 https://www.cleomitra.app/
• Navigate to Settings → Integrations → WhatsApp → Settings
• Click Connect WhatsApp
• Log in with Facebook
• Sign in using the account that: Has the required Meta Business Portfolio and has Admin access with full permissions
• Follow the on-screen steps and complete the process

✅ Your WhatsApp number is now connected to Cleomitra.

Step 5: Add a Payment Method in Meta Business Manager

WhatsApp API requires a payment method for conversation billing.

• Go to 👉 https://business.facebook.com/
• Select your Business Portfolio
• Open Business Settings
• Navigate to WhatsApp Accounts
• Go to Payment Settings
• Add a valid Payment Method

Step 6: Add and Approve WhatsApp Display Name

• Go to Business Settings → WhatsApp Manager
• Click on your WhatsApp number
• Add your Display Name
• Submit for approval

⏳ Approval typically takes 1 to 3 business days.

You can also update Business description, Category, and Profile details from the same section.

Step 7: Create WhatsApp Message Templates

• Go to WhatsApp Manager
• Open Template Manager
• Click Create Template
• Choose the template category: Marketing, Utility, or Authentication
• Create templates based on your use case: Welcome messages, Order updates, Payment alerts, etc.
• All templates must be approved by Meta before use.

Step 8: Create a WhatsApp Campaign in Cleomitra

• Go to 👉 https://www.cleomitra.app/
• Navigate to Campaigns
• Click Create Campaign
• Configure Campaign: Select approved WhatsApp templates, Choose contacts, and Add dynamic variables
• Schedule or send instantly
• Track delivery and responses in real time

What Makes Cleomitra Different from Other Platforms?

Cleomitra is not just a WhatsApp API tool—it’s a complete communication and CRM platform.

Key Advantages of Cleomitra

• ✅ Bring Your Own Payment Method: Unlike many providers, Cleomitra allows you to add your own Meta payment method, giving you full control over WhatsApp billing.
• ✅ Unlimited Messaging Capability: No artificial message limits imposed by the platform. You can send unlimited WhatsApp messages (subject to Meta policies).
• ✅ Built-in CRM: Manage leads, customers, conversations, and follow-ups from a single CRM dashboard.
• ✅ Campaigns + Automation: Run bulk campaigns, automate workflows, and manage replies—all in one place.
• ✅ No Vendor Lock-In: You stay in control of your Meta Business, WhatsApp number, and payment setup.

Final Thoughts

With Cleomitra, WhatsApp API integration becomes simple, transparent, and scalable. Once set up, you can automate communication, run campaigns, and manage leads effectively. If you’re looking for a flexible WhatsApp API solution with CRM, Cleomitra is built for you.