# Flowella

> Connect HubSpot forms to WhatsApp Flows and sync every response back to your CRM automatically.

## Docs

- [Flowella: HubSpot-powered WhatsApp Flows for marketers](https://knowledge.flowella.io/what-is-flowella.md): Flowella converts your existing HubSpot forms into native WhatsApp Flows and syncs every response straight back into your CRM automatically.
- [Set up Flowella with the onboarding setup guide](https://knowledge.flowella.io/onboarding.md): Use Flowella's auto-tracked onboarding checklist to connect Meta and HubSpot, configure your inbox, and launch your first WhatsApp send in 13 steps.
- [Flowella product changelog](https://knowledge.flowella.io/changelog.md): What's new in Flowella: release notes grouped by version, covering new features, template and analytics improvements, HubSpot updates, and bug fixes.
- [How Flowella fits together](https://knowledge.flowella.io/essentials/architecture.md): A high-level view of how data, messages, and webhooks move between HubSpot, Flowella, and Meta's WhatsApp Business Platform across the full integration.
- [Multi-channel and multi-WABA](https://knowledge.flowella.io/essentials/multi-channel.md): Connect multiple WhatsApp Business Accounts and phone numbers to one Flowella org, switch channels in the app, and read the integration status bar.
- [WhatsApp, Meta, and Flowella glossary of terms](https://knowledge.flowella.io/essentials/glossary.md): Definitions for the WhatsApp Business, Meta, and Flowella terms you will see across the product, this knowledge base, and the Meta Business Suite UI.
- [Status and incidents](https://knowledge.flowella.io/essentials/status-and-incidents.md): Where to check whether a WhatsApp problem is on Flowella's side, on Meta's side, or in your own integration — status pages, dashboards, and known incidents.
- [Flowella dashboard: usage, WhatsApp snapshot, channels](https://knowledge.flowella.io/app/dashboard.md): What you see when you sign in to Flowella: usage counters, a 7-day WhatsApp snapshot, connected channels, and HubSpot integration and forms status.
- [Using the Flowella Inbox for WhatsApp Conversations](https://knowledge.flowella.io/app/inbox.md): Triage WhatsApp conversations with Open/Unseen and All/Pending tabs, Smart Reply, typing indicators, read receipts, and template sends.
- [Create, test, and bulk send WhatsApp templates](https://knowledge.flowella.io/app/templates.md): Build Meta-approved WhatsApp templates with headers, body, and buttons, test on a real device, then bulk send with CSV import, scheduling, and live progress.
- [WhatsApp template reference: categories, headers, buttons](https://knowledge.flowella.io/app/template-reference.md): Reference for WhatsApp template categories, header formats, button types, variable syntax, coupon and location templates, and the submission lifecycle.
- [Template variables and dynamic content](https://knowledge.flowella.io/app/template-variables.md): Use variables in WhatsApp template headers, body, buttons, and URLs — syntax rules, sample values, HubSpot personalisation tokens, and rejection traps.
- [Media in WhatsApp template headers: images and videos](https://knowledge.flowella.io/app/media-in-template-headers.md): What media formats and sizes WhatsApp accepts in template headers, why YouTube links don't embed, and how to upload and reference media via Flowella.
- [Forms page: sync HubSpot forms to WhatsApp Flows](https://knowledge.flowella.io/app/forms.md): Browse the HubSpot forms Flowella tracks, check each WhatsApp Flow's sync status with Meta, and trigger a sync run from the in-app Forms screen.
- [Form design best practices for WhatsApp Flows](https://knowledge.flowella.io/app/form-design-best-practices.md): Design HubSpot forms that render cleanly as WhatsApp Flows: label limits, choosing the right question type, and stopping clipped labels on iPhone.
- [Channel analytics, template performance, and usage](https://knowledge.flowella.io/app/analytics.md): Track conversations, outbound messages, opt-outs, template performance, and usage trends per channel, with date-range presets, drill-down, and CSV export.
- [Notifications](https://knowledge.flowella.io/app/notifications.md): Read and manage in-app notifications about WhatsApp templates, integrations, exports, and operational events across your Flowella organisation.
- [Notification events](https://knowledge.flowella.io/app/notification-events.md): The full catalogue of in-app and email notifications Flowella sends, grouped by category, with delivery channels and whether they can be unsubscribed.
- [Managing WhatsApp Opt-Outs and Consent in Flowella](https://knowledge.flowella.io/app/opt-outs.md): Track consent, handle automatic keyword opt-outs, view a contact's full consent history, and manually update opt-in status to stay compliant at scale.
- [WhatsApp Web and Desktop: how Flows render outside mobile](https://knowledge.flowella.io/app/whatsapp-web-desktop.md): How WhatsApp Flows render on WhatsApp Web and the Desktop app, what is supported, and the design choices that matter when customers complete forms on a laptop.
- [Settings overview](https://knowledge.flowella.io/settings/overview.md): A map of every screen in Flowella's Settings area — personal account, billing, developer tools, workspace, team, integrations, and notification preferences.
- [User profile settings in Flowella](https://knowledge.flowella.io/settings/profile.md): Update your display name, avatar, phone number, locale, time zone, and password for your personal Flowella account from the Settings → Profile screen.
- [Notification preferences](https://knowledge.flowella.io/settings/notification-preferences.md): Choose which Flowella events deliver to your in-app feed and email inbox, manage digests, and review which alerts are mandatory for security and billing.
- [Account security: passwords, passkeys, and sessions](https://knowledge.flowella.io/settings/account.md): Manage sign-in security for your Flowella account: passwords, passkeys, backup sign-in methods, active sessions, and signing out of every device at once.
- [Billing and subscriptions](https://knowledge.flowella.io/account/billing.md): Pick a plan, manage your subscription through Stripe, and understand what happens when a subscription is trialing, active, or lapsed.
- [Usage](https://knowledge.flowella.io/settings/usage.md): Track your current month's WhatsApp conversation count, see how much of your allowance remains, and understand soft and hard caps.
- [Flowella Subscription Plans, Limits, and Billing](https://knowledge.flowella.io/account/plans-and-limits.md): Understand Flowella's four subscription plans, how usage limits and overages work, and how Meta's WhatsApp fees are charged separately.
- [Pricing and WhatsApp conversation categories](https://knowledge.flowella.io/account/pricing-and-conversation-categories.md): How Meta's conversation-based pricing works, how it interacts with your Flowella subscription, and why Meta charges and Flowella usage are billed separately.
- [Manage Flowella REST API keys](https://knowledge.flowella.io/settings/api-keys.md): Create, view, rotate, and revoke API keys for the Flowella REST API from Settings → API keys, including scopes, expiry, and best practices for safe storage.
- [Webhooks](https://knowledge.flowella.io/settings/webhooks.md): Configure outbound webhooks from Settings → Webhooks: endpoint URLs, signing secrets, event subscriptions, retries, and delivery logs.
- [Organization settings: workspace name and language](https://knowledge.flowella.io/settings/organization.md): Manage your Flowella workspace name, business email address, default content language, and other organisation-wide settings from Settings → Organization.
- [Team members and roles in Flowella](https://knowledge.flowella.io/settings/team.md): Invite teammates to your Flowella workspace, manage roles and permissions, handle pending invitations, and remove members from the Settings → Team screen.
- [Edit Service, Update, and Offer reply templates](https://knowledge.flowella.io/settings/reply-templates.md): Edit the framing text for Flowella's Service, Update, and Offer reopen templates used by the Reply tab and HubSpot's Send WhatsApp Reply action.
- [Meta integration settings](https://knowledge.flowella.io/account/meta-integration.md): Manage your connected WhatsApp Business Accounts and phone numbers, re-authorise Meta when tokens expire, and review channel-level settings.
- [Setting up Meta for WhatsApp Business: end-to-end sequence](https://knowledge.flowella.io/meta/setup-sequence.md): The eight steps required to go from no Meta presence to a WhatsApp Business Account ready for Flowella, in order, each linking to the detailed guide.
- [Create a Meta business portfolio](https://knowledge.flowella.io/meta/business-portfolio.md): Create a Meta business portfolio (formerly Business Manager) to hold your Pages, ad accounts, WABA, and other Meta assets in one place.
- [Business information and verification on Meta](https://knowledge.flowella.io/meta/business-verification.md): Complete your business information in your Meta portfolio and pass Business Verification, with a dummy-asset workaround for the Start Verification button.
- [Phone numbers for WhatsApp Business: what works, what fails](https://knowledge.flowella.io/meta/phone-numbers.md): Pick the right phone number for your WhatsApp Business Account: mobile vs landline, Meta-provided numbers, calls, verification, and IVR-routed numbers.
- [Create and manage a WhatsApp Business Account (WABA)](https://knowledge.flowella.io/meta/whatsapp-business-account.md): Create a WhatsApp Business Account inside your Meta business portfolio, attach phone numbers, and understand the asset structure that Flowella connects to.
- [WhatsApp Display Name, Profile Image & Business Info](https://knowledge.flowella.io/meta/profile-setup.md): Learn how to configure your WhatsApp Business profile in Meta's WhatsApp Manager, what Meta approves, and how Flowella uses these settings.
- [WhatsApp messaging limits and how to graduate tiers](https://knowledge.flowella.io/meta/messaging-limits.md): How Meta's Tier 1–4 messaging limits work for WhatsApp Business Platform, what triggers a tier upgrade, and how to avoid hitting the daily cap.
- [Phone number quality rating: Green, Yellow, Red](https://knowledge.flowella.io/meta/quality-score.md): How Meta calculates the quality rating on each WhatsApp phone number, what triggers Yellow and Red statuses, and how to recover before sending is paused.
- [Add a credit card to your WhatsApp Business Account on Meta](https://knowledge.flowella.io/meta/payment-method.md): Add a credit card to your WhatsApp Business account in Meta Business Suite and set it as the default payment method so WhatsApp delivery is never paused.
- [WhatsApp Co-existence: Use Your Business App with Flowella](https://knowledge.flowella.io/meta/co-existence.md): Connect your existing WhatsApp Business App number to Flowella so you can keep using the app for 1:1 chats while Flowella handles automation at scale.
- [Connect Flowella to HubSpot: Step-by-Step Setup Guide](https://knowledge.flowella.io/hubspot/setup.md): Create your Flowella account, connect Meta WhatsApp Business, add a payment method, and link your HubSpot portal in one guided walkthrough.
- [Add the Flowella custom channel to HubSpot inbox](https://knowledge.flowella.io/hubspot/custom-channel.md): Connect Flowella as a HubSpot custom channel so WhatsApp conversations land in the conversations inbox alongside email, chat, and calls for your team.
- [HubSpot Workflow Triggers and Actions in Flowella](https://knowledge.flowella.io/hubspot/workflow-actions.md): Configure Flowella's HubSpot workflow triggers and actions: Form Completed, Text Reply, Send WhatsApp Template, Send WhatsApp Message, and AI handoff.
- [Flowella contact activity in HubSpot](https://knowledge.flowella.io/hubspot/contact-activity.md): See every Flowella WhatsApp activity logged on the HubSpot contact timeline, the Timeline v4 event names, and how to use them as workflow triggers.
- [WhatsApp Phone Number Formatting for HubSpot and Flowella](https://knowledge.flowella.io/hubspot/phone-number-format.md): Store WhatsApp numbers in E.164 format in HubSpot, import cleanly from CSV and Excel, and use the formula to convert messy numbers automatically.
- [Do WhatsApp contacts need to be HubSpot Marketing Contacts?](https://knowledge.flowella.io/hubspot/marketing-contacts.md): Flowella does not require HubSpot contacts to be Marketing Contacts to send WhatsApp messages. When you might still want to mark them for your own reporting.
- [UTM tracking from WhatsApp to HubSpot](https://knowledge.flowella.io/hubspot/utm-tracking.md): Attribute WhatsApp conversations to the campaign that started them using UTM parameters on Click-to-WhatsApp ads, click-to-chat links, and CTWA tracking.
- [Reporting and dashboards for WhatsApp activity in HubSpot](https://knowledge.flowella.io/hubspot/reporting-and-dashboards.md): Build HubSpot reports and dashboards that surface Flowella WhatsApp activity alongside email, calls, and meetings using contact and conversation properties.
- [Meeting Booking Workflow](https://knowledge.flowella.io/hubspot/workflows/meeting-booking.md): Send a calendar link the moment a lead asks for one, then nudge on WhatsApp until the meeting is booked, attended, and followed up.
- [Lead Capture and Qualification](https://knowledge.flowella.io/hubspot/workflows/lead-capture-qualify.md): Send a short qualification form to new leads over WhatsApp, score the responses, and route high-fit leads to sales while nurturing the rest.
- [Web Contact Follow-up](https://knowledge.flowella.io/hubspot/workflows/web-contact-followup.md): Ask one question on the website, then drip-feed the rest over WhatsApp so the CRM is enriched and the lead is qualified before an SDR ever calls.
- [Appointment and Meeting Reminders](https://knowledge.flowella.io/hubspot/workflows/appointment-reminders.md): Send a 24-hour reminder before appointments with a one-tap confirm, reschedule, or cancel form, plus a morning-of reminder if there is no response.
- [Event and Webinar Reminders](https://knowledge.flowella.io/hubspot/workflows/event-webinar-reminders.md): Run the full event lifecycle in WhatsApp: registration, timed reminders, day-of messages, attendance branching, replay follow-up, and HubSpot scoring.
- [Customer Onboarding](https://knowledge.flowella.io/hubspot/workflows/customer-onboarding.md): Welcome new customers over WhatsApp, guide them to first value with milestone prompts, rescue stalled setups, and keep onboarding status synced to HubSpot.
- [KYC Onboarding](https://knowledge.flowella.io/hubspot/workflows/kyc-onboarding.md): Collect KYC documents over WhatsApp with structured requests, missing-file nudges, verification branches, and manual review only for the exceptions.
- [Authentication and OTP](https://knowledge.flowella.io/hubspot/workflows/authentication-otp.md): Send one-time passwords and login approvals over WhatsApp, with single-use codes, a retry path, a fail-closed lockout, and audit logging in HubSpot.
- [Contact Data Refresh](https://knowledge.flowella.io/hubspot/workflows/contact-data-refresh.md): Ask contacts to confirm the details you already hold, collect corrections in-thread, and write clean properties back to HubSpot with a clear freshness flag.
- [Subscription and Membership Renewals](https://knowledge.flowella.io/hubspot/workflows/membership-renewals.md): Send renewal reminders 30 days out with a one-tap renew, handle update and cancel responses automatically, and run a win-back flow for waverers.
- [Trial-to-Paid SaaS](https://knowledge.flowella.io/hubspot/workflows/trial-to-paid-saas.md): Guide new trial users to activation over WhatsApp, branch on product usage, and send the upgrade call to action only once the account has seen value.
- [Abandoned Cart Recovery](https://knowledge.flowella.io/hubspot/workflows/abandoned-cart-recovery.md): Bring shoppers back over WhatsApp with a helpful reminder, exit on purchase, a support-first rescue Flow, and a controlled incentive only when needed.
- [Order and Shipping Updates](https://knowledge.flowella.io/hubspot/workflows/order-shipping-updates.md): Send order confirmation, dispatch, delay, delivery, and review prompts over WhatsApp so customers never have to ask where their order is.
- [Re-engagement](https://knowledge.flowella.io/hubspot/workflows/re-engagement.md): Wake dormant contacts with a WhatsApp preference prompt, branch on interest, snooze, or opt-out, and clean the HubSpot record automatically.
- [Refer-a-Friend](https://knowledge.flowella.io/hubspot/workflows/refer-a-friend.md): Turn happy customers into tracked referrals over WhatsApp, with unique links, friend signup checks, thank-you messages, and two-sided rewards.
- [NPS and CSAT Surveys](https://knowledge.flowella.io/hubspot/workflows/nps-csat.md): Collect one-tap NPS or CSAT scores over WhatsApp, segment promoters, passives, and detractors, then route reviews or recovery automatically in HubSpot.
- [Hospitality Feedback](https://knowledge.flowella.io/hubspot/workflows/hospitality-feedback.md): Catch a bad night before it reaches Google: WhatsApp feedback after a stay or visit, promoter review prompts, detractor recovery, and cohort tagging.
- [Smart Review Triage](https://knowledge.flowella.io/hubspot/workflows/smart-review-triage.md): Run a WhatsApp temperature check first, send public review links only to happy customers, and route unhappy ones into private recovery.
- [Donation Campaigns](https://knowledge.flowella.io/hubspot/workflows/donation-campaigns.md): Run video-led WhatsApp donation appeals from HubSpot, with an in-chat donation Flow, and exit the moment a supporter gives so you never ask twice.
- [Job Applicant Status](https://knowledge.flowella.io/hubspot/workflows/job-applicant-status.md): Keep candidates informed over WhatsApp with application confirmations, stage updates, interview booking, offers or regrets, and hiring outcome tracking.
- [Campaigns overview](https://knowledge.flowella.io/campaigns/overview.md): Send outbound WhatsApp campaigns from Flowella today using templates and HubSpot lists, and what is planned for native broadcasts and audience segmentation.
- [Click-to-chat: getting customers into WhatsApp from outside](https://knowledge.flowella.io/campaigns/click-to-chat.md): Send people into a WhatsApp conversation from your website, emails, social bios, or QR codes using wa.me links — the free counterpart to Click-to-WhatsApp ads.
- [Run Click-to-WhatsApp Ad Campaigns with Flowella](https://knowledge.flowella.io/campaigns/click-to-whatsapp-ads.md): Run structured WhatsApp lead funnels from Facebook and Instagram ads by combining CTWA with keyword-triggered Flowella Flow Templates.
- [Logging in to Flowella](https://knowledge.flowella.io/account/login.md): Sign in to Flowella with a password or magic link, reset a forgotten password, and learn how the bot-protection check on the login page works.
- [Flowella Data Security: Encryption, Storage, and GDPR](https://knowledge.flowella.io/security/data-security.md): Learn how Flowella handles your data with AES-256 encryption, UK-based infrastructure, GDPR compliance, and strict access controls.
- [API introduction](https://knowledge.flowella.io/api-reference/introduction.md): Authentication, base URL, error codes, pagination, rate limits, and idempotency keys for the Flowella REST API v1 — all you need before your first call.
- [Outbound webhooks](https://knowledge.flowella.io/api-reference/webhooks.md): Subscribe to message, conversation, opt-out, and template events. Verify HMAC signatures, handle retries, and avoid duplicate processing.
- [Ping (auth check)](https://knowledge.flowella.io/api-reference/system/ping-auth-check.md): Returns `ok` and the organization id for the resolved API key. Use to verify credentials.
- [Send WhatsApp text message](https://knowledge.flowella.io/api-reference/messages/send-whatsapp-text-message.md)
- [List conversations](https://knowledge.flowella.io/api-reference/conversations/list-conversations.md)
- [List contacts](https://knowledge.flowella.io/api-reference/contacts/list-contacts.md)
- [Create or update contact](https://knowledge.flowella.io/api-reference/contacts/create-or-update-contact.md)
- [Set or clear per-channel WhatsApp opt-out](https://knowledge.flowella.io/api-reference/contacts/set-or-clear-per-channel-whatsapp-opt-out.md): `action: set` creates or reactivates an opt-out for the given channel and phone. `action: clear` revokes it. Idempotent clears are safe.
- [List WhatsApp templates](https://knowledge.flowella.io/api-reference/templates/list-whatsapp-templates.md)
- [Queue template send job](https://knowledge.flowella.io/api-reference/templates/queue-template-send-job.md)
- [Outbound message analytics](https://knowledge.flowella.io/api-reference/analytics/outbound-message-analytics.md): Aggregates outbound message counts and rates by status for a date range.
- [Troubleshooting Common Onboarding Issues in Flowella](https://knowledge.flowella.io/troubleshooting/onboarding.md): Fix the most common problems encountered during Flowella onboarding, including Meta permissions, payment setup, HubSpot access, and template approvals.
- [Messages not delivered](https://knowledge.flowella.io/troubleshooting/messages-not-delivered.md): Diagnose outbound WhatsApp messages that never reach the recipient: failed sends, messages stuck on sent, missing read receipts, and Meta error codes.
- [Healthy ecosystem engagement (error 131049)](https://knowledge.flowella.io/troubleshooting/healthy-ecosystem-engagement.md): Why a marketing template can fail with "not delivered to maintain healthy ecosystem engagement", even on a first message, and how to reach the contact.
- [Template rejected](https://knowledge.flowella.io/troubleshooting/template-rejected.md): Why Meta rejects a WhatsApp message template, how to read the rejection reason in Flowella, and what to change in the template before resubmitting it.
- [HubSpot sync failures](https://knowledge.flowella.io/troubleshooting/hubspot-sync-failures.md): Diagnose missing HubSpot form submissions, stalled workflow actions, dedupe-suppressed template sends, and contact properties not reaching HubSpot.
- [Opt-out not honoured](https://knowledge.flowella.io/troubleshooting/opt-out-not-honoured.md): Why a WhatsApp contact who opted out is still receiving messages from Flowella, and how to fix the cause without breaking the rest of your sends.
- [Actions locked by billing](https://knowledge.flowella.io/troubleshooting/billing-locked-actions.md): What to do when sending WhatsApp messages, publishing templates, or using the Flowella API is blocked by a subscription state — and how to restore access.

## OpenAPI Specs

- [openapi](https://knowledge.flowella.io/api-reference/openapi.json)

## Optional

- [Flowella.io](https://flowella.io)
- [Flowella App](https://app.flowella.io)