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The Forms page shows every HubSpot form Flowella is tracking for your organisation, the WhatsApp Flow Flowella has built from each one, and whether that Flow is in sync with Meta. For how to set up the HubSpot integration in the first place, see HubSpot setup. This page covers the in-app Forms screen, not the integration setup.

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How to open it

Go to Forms in the left navigation, or: 
/{org}/forms
You can also open Forms scoped to a specific channel at /{org}/{waba}/{phone}/forms. The list is the same — the channel scoping is used when you sync a Flow to Meta.

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What the list shows

Each row represents one HubSpot form. Columns include:
  • Form name and a truncated HubSpot form ID with a one-click copy button.
  • Field count — how many fields the form has, with a flag if any are unsupported.
  • Last modified in HubSpot — pulled from HubSpot’s own updatedAt so you can tell when the form definition itself changed.
  • Catalog updated — when Flowella last refreshed the form definition from HubSpot.
  • WhatsApp Flow status — synced, draft, or stale (HubSpot has changed since the last sync).
  • Create WhatsApp Flow / Sync WhatsApp Flow — the primary action. The label switches to Sync when a Flow already exists and to Stale — Sync needed when the HubSpot form has been edited since the last sync.
The button is pre-disabled with a tooltip when it can’t run — for example: HubSpot not connected, no active WhatsApp channel, billing inactive, or the form contains unsupported field types. The tooltip explains exactly which prerequisite is missing. If your HubSpot account has no forms synced yet, Flowella bootstraps the catalog automatically on first visit, so you don’t have to trigger an initial pull. You can filter and search the list to find a specific form quickly.

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Form detail

Click a row to open its detail page. The detail header shows the same Create / Sync WhatsApp Flow primary action as the list row, so you don’t have to go back to make changes. From the detail page you can:
  • Review the field-by-field mapping between the HubSpot form and the WhatsApp Flow.
  • See past sync runs — when each was started, status (queued, running, succeeded, failed), and any errors Meta returned.
  • Trigger a new sync, retry a failed run, or cancel a sync that is still in progress.
  • Open the corresponding Flow in Meta Business Suite.

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Syncing a form to a WhatsApp Flow

When you click Create WhatsApp Flow or Sync WhatsApp Flow, Flowella:
  1. Runs a preflight check — confirms HubSpot is connected, the active channel is verified, the form has at least one supported field, and billing is active.
  2. Reads the latest form definition from HubSpot.
  3. Generates the equivalent WhatsApp Flow JSON.
  4. Uploads it to Meta on the channel you have selected (channel-scoped).
  5. Records the sync run on the detail page.
Most syncs take a few seconds. If Meta rejects the Flow, the failure reason appears in the run row as a user-safe error message (translated from Meta Graph) — usually because of an unsupported field type, a verification problem on the channel, or a category mismatch. Retry from the same row once you’ve fixed the cause.

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Sample data

If you have no HubSpot connection yet, the Forms page renders with illustrative rows behind a “Sample data” callout. Connect HubSpot to switch to your real forms.
HubSpot forms with unsupported field types (file upload, signature) cannot be synced as-is. Adjust the form in HubSpot or skip those fields in the WhatsApp Flow.

HubSpot setup

Connect the portal Flowella reads forms from.

Workflow actions

Trigger Flows from a HubSpot workflow.

Workflow guides

End-to-end recipes that combine forms, templates, and workflows.

HubSpot sync failures

Diagnose form sync issues and missing submissions.

Multi-channel

Forms are synced per channel — understand the scoping.

Data security

How form submissions are encrypted in transit and at rest.