At a glance
How it works
The diagram shows how each stage change leads to one message.Before you start
- Connect Flowella to HubSpot. See HubSpot setup.
- Keep candidates as contacts. Flowella’s actions run on contacts only, so if your pipeline keeps candidates on deals, tickets or a custom object, copy the stage and role to contact properties first.
- Ask candidates for permission to message them on WhatsApp when they apply, for example with a checkbox on your application form. See Meta’s opt-in guidance.
- Store WhatsApp numbers in international format. See Phone number format.
- Plan interview booking. Flowella can’t show live interview slots in WhatsApp, so the invitation links to your scheduling tool. The tool or your recruiter then updates Application stage and Interview summary.
Create the templates
In every template,{{1}} is the first name and {{2}} is Role applied for. Put links in body variables: a HubSpot workflow can’t give a URL button a different value for each contact.
All five are Utility: each concerns the candidate’s own application and contains no promotion. An invitation to join a talent pool or apply for other roles promotes opportunities, so send it as a separate Marketing template. See Meta’s template categorisation guidelines.
Build the workflow
1
Set the trigger
Create a contact-based workflow that enrols contacts when Application stage is known. Turn on re-enrolment for Application stage, so each change starts a new run.
2
Branch on the stage
Add a Branch on Application stage, with one path for each value.
3
Send the update
On each path, add Send WhatsApp Template with the matching template. Map the contact’s WhatsApp number property, Template Variable 1 to the first name and Template Variable 2 to Role applied for. Map Template Variable 3 where the table above lists one.
4
Hand over offers
On the Offer path, add Create task for the recruiter to call the candidate.
5
Record the outcome
On the Unsuccessful path, add Edit record to set Hiring outcome to Not hired. When a candidate accepts an offer, the recruiter sets Hiring outcome to Hired.
Test the workflow
- Create a test contact with your own WhatsApp number and fill Role applied for.
- Move Application stage through each value and check that the right message arrives each time.
- Check the workflow history in HubSpot. A failed send shows Flowella’s reason and error code.
Troubleshooting
Variations
- Interview reminder: add an Interview time property (Date and time picker). In a second workflow, add Delay until a date one day before it, then a Utility reminder template that uses Interview summary.
Related
- Meeting booking: send booking links and call reminders.
- Appointment reminders: confirm or reschedule booked appointments.
- HubSpot workflow actions: every Flowella trigger and action.

