HubSpot Onboarding

Prerequisites

• HubSpot: Super Admin (or permission to install marketplace apps and manage integrations/workflows).
• Meta / Facebook Business: Admin access to your Business Manager and a WhatsApp Business Account (WABA). If you don’t have one, you’ll create it during setup.
• Payment Method: You must provide a payment method against your Meta account. Currently, Meta accepts Visa or Mastercard.
• Phone Number: Either you can connect an existing mobile or landline (you must be able to receive text/calls to validate the number). Alternatively, you can use a Meta-provided number

Step 1 | Create your Flowella account

• Go to app.flowella.io and click Create account.
• Enter your email and a secure password, then select Create account.

Step 2 | Welcome Screen

• You’ll land on Welcome to Flowella!. Click Continue Setup to begin the guided onboarding.

Step 3 | Connect your Meta (WhatsApp Business) account

• On Meta Authentication, click Connect WhatsApp Business.
• You’ll be redirected to Facebook to grant Flowella access.

Step 3a | Connect your Meta (WhatsApp Business) account

You’ll see a sequence of Facebook screens:

• Connect your account to Flowella → Click Get Started.
  Alt: Facebook screen describing the permissions Flowella will use.

• Create or select your WhatsApp Business account & profile → Choose your Business Manager, WABA, and Business profile (or create new).
  Alt: Selector for Business account and Business profile.

• Fill in your business information → Confirm business name, website, country, and optional address. Click Next.
  Alt: Business information form within the Meta setup flow.

• Review Flowella’s access request → Keep all requested permissions enabled (manage accounts, access conversations, log events) and click Confirm.
  Alt: Permissions review screen listing WhatsApp scopes Flowella needs.

• Connecting your account → Wait while Meta links your account.
  Alt: Connecting your account progress screen.

Step 3b | Connect your Meta (WhatsApp Business) account

You’ll reach “You’re now ready to chat with people on WhatsApp”.
Click Add payment method to add a card for WhatsApp conversation charges, then click Finish.

• This payment method is managed by Meta (not Flowella).

• Without a payment method, business‑initiated messaging may be limited or blocked.

• You can edit billing later in Meta Business Manager → WhatsApp → Billing.

Step 4 | Connect HubSpot

You’ll see HubSpot’s OAuth flow:

1. OAuth Bridge → Click Sign in to your HubSpot account (or create a new account).
   Alt: HubSpot bridge page with sign‑in and create buttons.

2. Choose an account (portal) → Select the correct HubSpot portal and click Choose Account.
   Alt: HubSpot account picker listing portals (e.g., Discover Digital).

3. Grant permissions → Review scopes requested by Flowella and click Connect app.
   Alt: HubSpot permission page (scopes) with Connect app.

After redirecting, Flowella will show Connected to HubSpot with your Portal ID. Click Continue.

Step 5 | Choose your setup approach

On Choose Your Setup Approach, you have two options:

• Quick Start Templates

  • Marketing Outreach (Popular): send a compliant campaign flow using approved templates.

  • Identity Verification, Contact Details Refresh, Event Registration (coming soon).
    Use this if you want a working example quickly.

• Custom Flow (coming soon)
  Build your own WhatsApp Flow mapped to your HubSpot forms and properties for full flexibility.

Select a Quick Start template to auto‑provision a sample configuration. You can edit questions, template variables, and property mappings after setup