> ## 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. # HubSpot workflow guides for WhatsApp: use-case recipes > Pick a ready-made HubSpot workflow recipe for WhatsApp, from lead capture and reminders to renewals and feedback, and see what you need before you build it. Each workflow guide is a recipe for one common job: what triggers the workflow in HubSpot, which Flowella actions it uses, how it branches on the customer's response, and what it writes back to the contact record. Use them as starting points and adapt the timings, properties and templates to your own process. ## 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](https://knowledge.flowella.io/hubspot/setup.md#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](https://knowledge.flowella.io/hubspot/marketing-contacts.md#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](https://knowledge.flowella.io/account/pricing-and-conversation-categories.md) before you choose one. * Any form you want customers to complete in WhatsApp has a published WhatsApp Flow. See [Flows](https://knowledge.flowella.io/app/flows.md). * 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](https://knowledge.flowella.io/hubspot/phone-number-format.md). * You know which Flowella triggers and actions are available in HubSpot. See [HubSpot workflow actions](https://knowledge.flowella.io/hubspot/workflow-actions.md). If you have not sent a Flow from a HubSpot workflow before, start with [Send your first Flow](https://knowledge.flowella.io/send-your-first-flow.md). It walks through the simplest version of the pattern every recipe uses. > [!TIP] > > Most recipes send a template first, then wait for the **Form Completed** or **Text Reply** event before branching. A reply opens the 24-hour window, so follow-ups inside it do not need a template. If a customer-care follow-up might run after the window has closed, use **Send WhatsApp Reply**. Outside the window it sends your approved Service smart reply template instead, with your message inside it. The Service template is a Utility template, so use it for service messages only, not offers or renewal asks. See [Smart replies](https://knowledge.flowella.io/settings/reply-templates.md). ## Capture and qualify leads > **[Lead capture and qualification](https://knowledge.flowella.io/hubspot/workflows/lead-capture-qualify.md)** > > 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](https://knowledge.flowella.io/hubspot/workflows/web-contact-followup.md)** > > Ask for a name and WhatsApp number on your website, then collect the rest of the enquiry over WhatsApp. > **[Meeting booking](https://knowledge.flowella.io/hubspot/workflows/meeting-booking.md)** > > Send a booking link when a lead asks for a call, nudge once, then remind them before the call. > **[Event and webinar reminders](https://knowledge.flowella.io/hubspot/workflows/event-webinar-reminders.md)** > > 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](https://knowledge.flowella.io/hubspot/workflows/customer-onboarding.md)** > > Welcome new customers, collect setup details one step at a time and hand stalled setups to your team. > **[KYC onboarding](https://knowledge.flowella.io/hubspot/workflows/kyc-onboarding.md)** > > Send customers a secure link to your KYC provider, remind them about missing items and update them on the result. > **[Authentication and OTP](https://knowledge.flowella.io/hubspot/workflows/authentication-otp.md)** > > Send one-time passcodes from your app with the Flowella API and log outcomes in HubSpot. > **[Contact data refresh](https://knowledge.flowella.io/hubspot/workflows/contact-data-refresh.md)** > > Ask contacts to confirm the details you hold and write corrections back to HubSpot. ## Keep customers informed > **[Appointment reminders](https://knowledge.flowella.io/hubspot/workflows/appointment-reminders.md)** > > Send a confirm, reschedule or cancel form the day before and follow up with contacts who don't answer. > **[Order and shipping updates](https://knowledge.flowella.io/hubspot/workflows/order-shipping-updates.md)** > > Confirm orders, share dispatch, delay and delivery updates, and let customers who will be out choose a safe place. > **[Job applicant status](https://knowledge.flowella.io/hubspot/workflows/job-applicant-status.md)** > > Keep candidates informed at every stage, from application to outcome. ## Retain customers and grow revenue > **[Membership renewals](https://knowledge.flowella.io/hubspot/workflows/membership-renewals.md)** > > Send renewal reminders with a short form and hand members who need help or waver to your team. > **[Trial-to-paid SaaS](https://knowledge.flowella.io/hubspot/workflows/trial-to-paid-saas.md)** > > Welcome trial users, offer setup help when they stall and send the upgrade prompt only to activated accounts. > **[Abandoned cart recovery](https://knowledge.flowella.io/hubspot/workflows/abandoned-cart-recovery.md)** > > Remind shoppers about their basket and offer help before any incentive. > **[Re-engagement](https://knowledge.flowella.io/hubspot/workflows/re-engagement.md)** > > Ask dormant contacts what they want to hear about and clean up the record. > **[Refer a friend](https://knowledge.flowella.io/hubspot/workflows/refer-a-friend.md)** > > Give happy customers a WhatsApp link to share, then welcome each friend and reward both sides. > **[Donation campaigns](https://knowledge.flowella.io/hubspot/workflows/donation-campaigns.md)** > > Run donation appeals with an in-chat donation form and stop once a supporter gives. ## Collect feedback > **[NPS and CSAT](https://knowledge.flowella.io/hubspot/workflows/nps-csat.md)** > > Collect one-tap scores, segment responses and follow up on every result. > **[Hospitality feedback](https://knowledge.flowella.io/hubspot/workflows/hospitality-feedback.md)** > > Ask guests to rate their stay or visit, invite everyone who answers to review you and recover poor experiences. > **[Reviews and recovery](https://knowledge.flowella.io/hubspot/workflows/smart-review-triage.md)** > > Check in after an order, invite every customer to review and route unhappy customers to your team. ## Related * [HubSpot workflow actions](https://knowledge.flowella.io/hubspot/workflow-actions.md): every Flowella trigger and action you can use in a workflow. * [Contact activity in HubSpot](https://knowledge.flowella.io/hubspot/contact-activity.md): the events Flowella writes to the contact timeline. * [Create WhatsApp templates](https://knowledge.flowella.io/app/templates.md): build and submit the templates these recipes send. 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