Skip to content
Get Started

Flowella: Connect WhatsApp + HubSpot and Start Collecting Form Data in WhatsApp

This guide walks you through creating your Flowella account, connecting your Meta (WhatsApp Business) account, and installing the HubSpot integration.

Important: Meta (WhatsApp) requires a payment method on your Business account for conversation charges. You’ll add this during the Meta authentication step. Flowella does not charge or store this payment method; it’s billed by Meta.

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 with Visa or Mastercards.

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.

FireShot Capture 068 - Flowella - [app.flowella.io]

Step 2

Welcome Screen

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

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.
FireShot Capture 070 - Flowella - [app.flowella.io]

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 (Discover Digital Solutions Limited in example).

  • 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.

Facebook screen describing the permissions Flowella will use.
Facebook screen describing the permissions Flowella will use.
Selector for Business account and Business profile (Discover Digital Solutions Limited in example).
Selector for Business account and Business profile (Discover Digital Solutions Limited in example).
Business information form within the Meta setup flow.
Business information form within the Meta setup flow.
Permissions review screen listing WhatsApp scopes Flowella needs.
Permissions review screen listing WhatsApp scopes Flowella needs.

Step 3b

Add Meta payment method (required by WhatsApp)

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.

Tip: If your display name is pending review, you can still proceed; approval typically happens in the background. Messaging limits are expanded as your account warms up.

Screenshot 2025-10-19 71e

Step 4

Connect HubSpot

Screenshot caption/alt text: Flowella Connect HubSpot card with integration benefits and the Connect button.

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.

FireShot Capture 073 - Flowella - [app.flowella.io]

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.

Template selection page with Quick Start cards and Custom Flow option.

Troubleshooting & tips

  • Can’t complete Meta flow? Ensure you’re a Business Manager admin for the selected business. If permissions appear toggled off, select Back then re‑enter the step and enable all scopes.

  • Payment method missing warning: If you skipped Add payment method, return to Meta Business Manager → WhatsApp → Billing and add it to avoid message delivery limits.

  • No HubSpot portal listed: Your user may not have Install App permissions; ask a Super Admin to connect the app.

  • Template approvals: Proactive messages outside WhatsApp’s 24‑hour window require approved templates. Create/manage templates in Flowella → Templates.

Book and Onboarding Call

Next steps

  • In HubSpot, open Workflows and look for the action Send WhatsApp via Flowella to automate messages based on form submissions, lifecycle stages, or any trigger you already use.

  • In Flowella, open your selected Quick Start to adjust questions, property mappings, and template variables.

  • Setup new Forms, Templates and Workflows from the Flowella Dashboard.
Flowella Dashboard Documentation