If you’ve ever tried to roll WhatsApp into your marketing or sales process, you’ll know the two biggest friction points:
To start 2026, we’ve released two new features that remove both blockers and unlock a whole new level of WhatsApp-powered automation inside HubSpot:
Let’s break down why these are a big deal—and then steal three real-world workflow ideas you can launch right away.
Historically, WhatsApp “integration projects” have a hidden cost: operational disruption.
Teams worry about:
Co-existence is our answer.
With Flowella co-existence, you can connect your existing WhatsApp Business App number and still run Flowella—while keeping the WhatsApp Business App in play.
Because it removes the biggest adoption blockers:
In short: you don’t have to choose between “WhatsApp familiarity” and “HubSpot power.” You get both.
The second update is about visibility and automation—the two things that turn WhatsApp from “messages” into a revenue system.
Flowella now logs key WhatsApp events into HubSpot as contact activities, including:
Because it closes the loop inside HubSpot:
So instead of automating based on guesses (“wait 2 days and hope”), you can automate based on intent signals (“they read it 2 minutes ago—follow up now”).
Below are three real-world workflows across different industries. Each uses Flowella App Events as triggers and combines them with “delay until” style logic to create experiences that feel personal—but scale like automation.
Industry: Automotive (dealerships, used cars, EV retailers)
Goal: Turn inbound leads into booked test drives faster—without chasing every lead manually.
Flowella event: Reply received (or Message sent if you’re starting the outreach automatically after a lead is created)
Send a WhatsApp template:
“Thanks for your interest in the [Model]. Want to book a test drive? Tap to choose a time.”
Launch a Flowella form to collect:
Preferred model/trim
Time window (today / tomorrow / weekend)
Trade-in? (yes/no)
Budget range (optional)
Delay until “Read receipt” (or wait a short period like 10–15 minutes), then branch:
If read but no reply yet: send a quick “one-tap” nudge
“Want me to hold a slot for you? Reply 1) Today 2) Tomorrow 3) Weekend”
If not read: wait longer, then try a different angle (e.g., a value message like availability, incentive, trade-in estimate)
Delay until “Flowella form completed” (or a maximum time window), then branch:
If completed:
Create/update a Deal in HubSpot
Assign to the best-fit rep (based on model choice or postcode)
Auto-create a meeting/task: “Confirm test drive + prep vehicle”
If not completed:
Create a task for a rep to call
Send a final WhatsApp fallback: “Prefer I ask 2 quick questions here instead?”
Read receipts let you time your follow-up like a human would—right when interest is highest—while the Flowella form captures structured info that makes reps faster and more confident.
Industry: Healthcare (dental, physio, private clinics, aesthetics)
Goal: Collect pre-appointment info and reduce no-shows without burdening reception.
Flowella event: Message sent (after an appointment is booked)
or Reply received (if patients initiate contact first)
Send a WhatsApp message:
“Hi [Name]—before your appointment, please complete this quick intake (2 minutes).”
Launch a Flowella form for:
Confirmation of appointment time
Symptoms/reason for visit
Consent checkbox
Optional: photo upload instructions (if relevant)
Delay until “Flowella form completed” with a deadline (e.g., “up to 24 hours before appointment”), then branch:
If completed:
Update key contact properties (reason for visit, consent)
Notify the clinician with a summary
Send confirmation: “All set ✅ See you at 3:30 pm”
If not completed:
Delay until a specific time (e.g., 4 pm the day before) and send a reminder
If still not completed: create a task for reception to call
Add a “smart” engagement step using read receipts:
If read receipt but no completion after 2 hours:
send a reassuring message:
“No stress—if you’re busy, just reply ‘CALL’ and we’ll do it together.”
You’re not just reminding people—you’re adapting based on real behavior:
That’s how you reduce no-shows without sounding robotic.
Industry: E-commerce (DTC brands, subscription boxes, high-ticket products)
Goal: Turn WhatsApp into a retention engine—capture reviews, prevent churn, and rescue unhappy customers fast.
Flowella event: Message sent (post-delivery check-in)
OR Read receipt (to time the ask)
OR Reply received (support intent)
After delivery, send:
“Hope you love it! Want 10% off your next order? Quick 3-question check-in.”
Launch a Flowella form:
Satisfaction score (1–5)
“What could be better?” (optional)
“Want help?” (yes/no)
“Leave a review?” (yes/no)
Delay until “Flowella form completed” (or 24 hours), then branch:
If score is 4–5:
Send a review link or referral prompt
Add the contact to a “VIP / advocates” list
Trigger a follow-up campaign (UGC request, subscription offer)
If score is 1–3 or “Want help” = yes:
Create a HubSpot ticket
Notify support instantly
Send WhatsApp reassurance: “We’ve got you—someone will help shortly.”
Use read receipts to increase completion:
Delay until read receipt, then (if not completed within 2 hours) send:
“Want me to ask the 3 questions right here as a reply instead?”
This workflow flips WhatsApp from “broadcast” into a feedback + rescue loop. The best part: unhappy customers don’t linger unnoticed. The moment they submit a low score, HubSpot gets the signal and the team gets moving.
These two features—Co‑existence and App Events—combine into something powerful:
Result: WhatsApp becomes a true HubSpot-native growth channel—where every message, reply, read receipt, and Flow completion can drive the next best action automatically.