Before you build any recipe
Every recipe assumes the same groundwork:- Flowella is connected to HubSpot, with Custom workflow actions, Contact activity events (message sent, read, replies, forms) and CRM contacts (auto-create on new WhatsApp chat) unlocked. See Capabilities.
- Every contact you message first has agreed to receive WhatsApp messages from you. Meta requires opt-in, and Flowella doesn’t record it for you. See You are responsible for WhatsApp opt-in.
- Your WhatsApp templates are approved by Meta in the right category. Marketing, Utility and Authentication templates are priced and approved differently, so check Pricing and message categories before you choose one.
- Any form you want customers to complete in WhatsApp has a published WhatsApp Flow. See Flows.
- Contacts have a WhatsApp number in international format. In each Send WhatsApp Template step, set Contact Phone Number to the property that holds it. See Phone number format.
- You know which Flowella triggers and actions are available in HubSpot. See HubSpot workflow actions.
Capture and qualify leads
Lead capture and qualification
Send new leads a short qualification form, sort them into tiers by budget and timeline, and route the best fits to sales.
Web contact follow-up
Ask for a name and WhatsApp number on your website, then collect the rest of the enquiry over WhatsApp.
Meeting booking
Send a booking link when a lead asks for a call, nudge once, then remind them before the call.
Event and webinar reminders
Collect registrations in WhatsApp, send reminders and joining details, then send attendees a feedback form and no-shows the recording.
Onboard and verify customers
Customer onboarding
Welcome new customers, collect setup details one step at a time and hand stalled setups to your team.
KYC onboarding
Send customers a secure link to your KYC provider, remind them about missing items and update them on the result.
Authentication and OTP
Send one-time passcodes from your app with the Flowella API and log outcomes in HubSpot.
Contact data refresh
Ask contacts to confirm the details you hold and write corrections back to HubSpot.
Keep customers informed
Appointment reminders
Send a confirm, reschedule or cancel form the day before and follow up with contacts who don’t answer.
Order and shipping updates
Confirm orders, share dispatch, delay and delivery updates, and let customers who will be out choose a safe place.
Job applicant status
Keep candidates informed at every stage, from application to outcome.
Retain customers and grow revenue
Membership renewals
Send renewal reminders with a short form and hand members who need help or waver to your team.
Trial-to-paid SaaS
Welcome trial users, offer setup help when they stall and send the upgrade prompt only to activated accounts.
Abandoned cart recovery
Remind shoppers about their basket and offer help before any incentive.
Re-engagement
Ask dormant contacts what they want to hear about and clean up the record.
Refer a friend
Give happy customers a WhatsApp link to share, then welcome each friend and reward both sides.
Donation campaigns
Run donation appeals with an in-chat donation form and stop once a supporter gives.
Collect feedback
NPS and CSAT
Collect one-tap scores, segment responses and follow up on every result.
Hospitality feedback
Ask guests to rate their stay or visit, invite everyone who answers to review you and recover poor experiences.
Reviews and recovery
Check in after an order, invite every customer to review and route unhappy customers to your team.
Related
- HubSpot workflow actions: every Flowella trigger and action you can use in a workflow.
- Contact activity in HubSpot: the events Flowella writes to the contact timeline.
- Create WhatsApp templates: build and submit the templates these recipes send.