> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.flowella.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Flowella to HubSpot: Step-by-Step Setup Guide

> Create your Flowella account, connect Meta WhatsApp Business, add a payment method, and link your HubSpot portal in one guided walkthrough.

This guide walks through the HubSpot side of Flowella onboarding: creating your Flowella account, completing the Meta connection, linking your HubSpot portal via OAuth, and picking a Quick Start template to get a working configuration in minutes.

If you don't yet have a Meta business portfolio, WhatsApp Business Account, or verified phone number, complete the Meta setup first. See [Setup sequence](/meta/setup-sequence) for the full Meta-side walkthrough — it covers business verification, phone numbers, display name approval, and payment method in order. Come back to this page when your WABA is approved and ready to send.

## Prerequisites

* **HubSpot:** Super Admin role, or permission to install marketplace apps and manage integrations and workflows.
* **Meta / Facebook Business:** Admin access to your Business Manager and a WhatsApp Business Account (WABA) ready to connect. See [Setup sequence](/meta/setup-sequence) if you're starting from scratch.
* **Payment method:** A Visa, Mastercard, or Amex ready to add to your WABA. Meta bills WhatsApp conversation charges directly to this card.

<Warning>
  Meta requires a payment method on your WhatsApp Business account before business-initiated messaging is fully enabled. Without one set as **Default** on the WABA, outbound messages will be limited or blocked once you exhaust the free service tier. Flowella does not charge or store this card — it is billed directly by Meta. See [Meta payment method](/meta/payment-method) for the full walk-through.
</Warning>

## Setup walkthrough

<Steps>
  <Step title="Create your Flowella account">
    Go to [app.flowella.io](https://app.flowella.io/) and click **Create account**. Enter your email address and a secure password, then click **Create account** to continue.
  </Step>

  <Step title="Continue from the welcome screen">
    After signing in, you'll land on the **Welcome to Flowella!** screen. Click **Continue Setup** to begin the guided onboarding flow.
  </Step>

  <Step title="Connect your Meta (WhatsApp Business) account">
    On the **Meta Authentication** screen, click **Connect WhatsApp Business**. You'll be redirected to Facebook to grant Flowella access via Meta's Embedded Signup flow, where you'll choose or create your business portfolio, WABA, and phone number, and confirm Flowella's permissions.

    <Tip>
      If your WhatsApp display name is pending Meta review, you can still proceed with setup. Approval typically happens in the background, and messaging limits expand automatically as your account warms up. See [Display name & profile](/meta/profile-setup).
    </Tip>
  </Step>

  <Step title="Add a Meta payment method">
    After Embedded Signup completes, you'll see **"You're now ready to chat with people on WhatsApp"**. Click **Add payment method** to attach a card to your WABA, then click **Finish**.

    <Note>
      The card sits at the WABA level on Meta, not in Flowella. After adding it, confirm it shows the **Default** badge on the WABA — if it doesn't, Meta will continue billing whichever card was Default before, and you'll see a "payment method missing" warning despite the new card being attached. See [Meta payment method](/meta/payment-method) for the full walk-through.
    </Note>
  </Step>

  <Step title="Connect HubSpot via OAuth">
    You'll now see HubSpot's OAuth flow:

    1. Click **Sign in to your HubSpot account** (or create a new account if you don't have one yet).
    2. Select the correct HubSpot portal from the account picker and click **Choose Account**.
    3. Review the scopes Flowella is requesting and click **Connect app**.

    After the redirect, Flowella will show **Connected to HubSpot** along with your Portal ID. Click **Continue**.
  </Step>

  <Step title="Choose your setup approach">
    On the **Choose Your Setup Approach** screen, you have two options:

    **Quick Start Templates** — select a pre-built template to auto-provision a working configuration you can edit immediately. Available templates include:

    * **Marketing Outreach** (Popular) — a compliant campaign flow using approved templates
    * Identity Verification, Contact Details Refresh, and Event Registration (coming soon)

    **Custom Flow** *(coming soon)* — build your own WhatsApp Flow mapped to your HubSpot forms and contact properties.

    <Tip>
      Choose a Quick Start Template if you want a working example quickly. You can edit the questions, template variables, and property mappings after setup.
    </Tip>
  </Step>
</Steps>

Once setup is complete, your Flowella account is connected to both Meta and HubSpot and you're ready to build workflows. See [Workflow Actions](/hubspot/workflow-actions) for a full guide to configuring triggers and actions in HubSpot.

## Troubleshooting

If anything in Meta's setup gets stuck — Start Verification button greyed out, display name rejected, payment method warning that won't clear — see the [Troubleshooting](/troubleshooting/onboarding) page. The most common Meta-side issues and their fixes are covered there with links back to the relevant `/meta/` reference pages.