- Reply to customers from a shared Inbox, with assignment, tags and notes for your team.
- Create, test and send approved templates, one at a time or as a bulk send.
- Collect information with WhatsApp Flows: forms your contacts fill in without leaving WhatsApp.
- See delivery and read rates in Results, and respect opt-outs automatically.
What Flowella does for you
- One place for WhatsApp. Your team answers customers in a shared inbox, sends templates and campaigns, and sees what was delivered and read.
- Opt-outs handled for you. When a customer sends STOP or another opt-out keyword, Flowella stops sending to them from that number.
- You don’t rebuild your forms. Flowella builds each WhatsApp Flow from a HubSpot marketing form you already have. When you change the form in HubSpot, you sync the Flow again.
- Answers land where your data lives. Each completed Flow becomes a submission of the HubSpot form, so contact properties, lists and workflows work as they do for website submissions.
- WhatsApp becomes part of your HubSpot automation. Flowella adds WhatsApp actions to HubSpot workflows and WhatsApp events to the contact timeline.
How Flowella works with HubSpot
The diagram shows the HubSpot loop, from a HubSpot form to a completed WhatsApp Flow and back into HubSpot.1
Connect WhatsApp and HubSpot
You connect your WhatsApp Business Account (WABA) through Meta’s sign-up flow, then authorise Flowella in HubSpot. The Recommended setup guide in the app walks you through both.
2
Turn a HubSpot form into a Flow
On the Flows page, you select Create WA Flow next to a HubSpot marketing form. Flowella converts the fields it supports into a Flow with one form screen and a thank-you screen, then publishes the Flow to your WABA. There is no separate Flow editor: to change the questions, edit the form in HubSpot and select Sync WA Flow.
3
Add the Flow to a template
A contact opens a Flow from a button in a WhatsApp message. You add a Flow button to a message template, choose your Flow and submit the template to Meta. Meta reviews and approves the template; the Flow itself is already published.
4
Send the template
You send the approved template from a HubSpot workflow with the Send WhatsApp Template action, or from Flowella as a test send or a bulk send.
5
Answers return to HubSpot
When the contact submits the Flow, Flowella submits the answers to the original HubSpot form and adds a Form Completed event to the contact’s timeline. That event can start a workflow or end a workflow’s wait.
Key features
Flows from HubSpot forms
Create a WhatsApp Flow from any HubSpot marketing form with supported fields, and sync it again after you edit the form.
WhatsApp templates
Start from Meta Library templates, Flowella starters (such as a welcome message, an open day promotion and a template with a Flow button) or a blank editor. Test on your phone, then send.
HubSpot workflow actions
Send WhatsApp Template, Send WhatsApp Message and Send WhatsApp Reply from contact-based workflows, plus AI Document Reader and Generate Document.
Contact timeline events
Form Completed, Text Reply, Message Sent and Message Read events on the contact timeline, ready to enrol contacts in workflows.
HubSpot custom channel
WhatsApp conversations in the HubSpot conversations inbox, so agents can reply from HubSpot.
Inbox and opt-outs
Reply to customers from the Flowella Inbox. When a customer sends STOP or another opt-out keyword, Flowella stops sending to them from that number.
Who uses Flowella
- Marketers who send forms, reminders and campaigns to contacts on WhatsApp, from Flowella or from HubSpot.
- Support and member services teams who answer WhatsApp conversations in the Flowella Inbox or the HubSpot inbox.
- CRM and operations teams who want WhatsApp answers in HubSpot properties, lists and workflows.
- Developers who connect WhatsApp to their own systems with the Flowella API and webhooks.
Example use cases
Qualify new leads
Qualify new leads
A new lead receives a template with a short qualification Flow. The answers update the contact in HubSpot, and the workflow routes high-fit leads to sales. See Lead capture and qualification.
Collect event details and send reminders
Collect event details and send reminders
Registered contacts receive a Flow that asks for their session choice and dietary needs, followed by reminders before the event. See Event and webinar reminders.
Renew memberships
Renew memberships
Members due for renewal receive a reminder with a Flow that confirms their details. The answers update HubSpot, and the workflow branches on them. See Membership renewals.
What you need
You need a WhatsApp Business Account in Meta. That is enough for the Inbox, templates and bulk sends. In the app, Flows are built from HubSpot marketing forms, so for Flows you also need a HubSpot account you can connect as a Super Admin, and Meta must have verified your business. Sending from HubSpot workflows needs a HubSpot plan that includes workflows. Before you start has the full checklist and how long each part of setup takes.Next steps
Before you start
Check the accounts, permissions and plans you need.
Set up Flowella
Follow the Recommended setup guide in the app.
Send your first Flow
Go from a HubSpot form to your first Flow submission in HubSpot.
Architecture
How data and messages move between Flowella, Meta and HubSpot.