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This guide walks you through the full Flowella setup: creating your account, connecting Meta (WhatsApp Business), and installing the HubSpot integration. By the end, you’ll be ready to choose your first flow and start capturing WhatsApp responses in HubSpot.
Before you begin, confirm you have:
  • HubSpot: Super Admin access, 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). If you don’t have one yet, you can create it during setup.
  • Payment method: Meta requires a Visa or Mastercard on your Business account for WhatsApp conversation charges. You’ll add this during the Meta step.
  • Phone number: Either an existing mobile or landline (you must be able to receive a text or call to validate it), or a Meta-provided number.
1

Create your Flowella account

Go to app.flowella.io and click Create account.Enter your email address and a secure password, then click Create account to continue.
Use a strong, unique password. You can set up SSO or change your password later in account settings.
2

Start the guided setup

After signing in, you’ll land on the Welcome to Flowella! screen.Click Continue Setup to begin the guided onboarding flow.
3

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. Work through the following screens:Step 3a — Navigate the Facebook screens
You’ll see a screen describing the permissions Flowella will use. Click Get Started to continue.
Step 3b — Add a payment methodOnce your account is connected, you’ll see “You’re now ready to chat with people on WhatsApp”.Click Add payment method to attach a card for WhatsApp conversation charges, then click Finish.
This payment method is billed and managed by Meta — not Flowella. Without a payment method, business-initiated messaging may be limited or blocked. You can update your billing details later in Meta Business Manager → WhatsApp → Billing.
If your WhatsApp display name shows as pending review, you can still proceed. Meta approval typically completes in the background, and messaging limits are expanded as your account warms up.
4

Connect HubSpot

After Meta, Flowella will prompt you to connect your HubSpot account via OAuth.
  1. On the OAuth Bridge screen, click Sign in to your HubSpot account (or create a new account if you don’t have one yet).
  2. On the Choose an account screen, select the correct HubSpot portal and click Choose Account.
  3. On the Grant permissions screen, review the scopes requested by Flowella and click Connect app.
After the redirect, Flowella will show Connected to HubSpot with your Portal ID. Click Continue.
5

Choose your setup approach

On the Choose Your Setup Approach screen, select how you want to build your first flow:

Quick Start Templates

Start with a pre-built configuration. The Marketing Outreach template (popular) lets you send a compliant campaign flow using approved templates. Additional templates — Identity Verification, Contact Details Refresh, and Event Registration — are coming soon.Select a template to auto-provision a sample configuration. You can edit questions, template variables, and property mappings after setup.

Custom Flow

Build your own WhatsApp Flow mapped to your HubSpot forms and properties for full flexibility. This option is coming soon.
If you want a working example quickly, choose a Quick Start Template. You can customise it after setup to match your brand and data model.
You’re now set up. Your Meta and HubSpot accounts are connected, and you have a starting flow to build from.

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What’s next

Build your first template

Create a Meta-approved WhatsApp template and test it on a real device.

Wire up a HubSpot workflow

Use Flowella’s Send WhatsApp Template action from inside HubSpot.

Run your first campaign

Pick between HubSpot workflows and Click-to-WhatsApp ads.

Manage opt-outs

Stay compliant from day one — Flowella honours keywords automatically.

Plans & limits

Trial cap, monthly allowance, and how overage works.

Onboarding troubleshooting

Meta permissions, payment method, and HubSpot install issues.