WhatsApp Flows for the way your sector works.

The idea is the same in every sector: take the forms you already use, turn them into WhatsApp Flows, and let the answers land in HubSpot. Pick yours to see a working Flow, the properties it fills and the playbooks that suit it.

Book a demo Try a live Flow on WhatsApp (opens in a new tab)
Browse all 20 playbooks
Nine sectors, one idea Flo, the Flowella mascot, beside a stack of coloured blocks, one for each industry
Sectors
Nine, from education to property
Playbooks
20 working blueprints
Answers land in
Your HubSpot properties
Setup
Live in 30 minutes

Pick your sector.

Each page shows a working Flow for that sector, the HubSpot properties it fills and the playbooks that suit it.

  • Flo in a graduation cap, holding a prospectus and a diploma

    Education

    Open days, applications and enrolment, answered in the chat students already use.

  • Flo holding a photo ID card up to her phone camera

    FinTech

    Onboarding and identity checks that customers finish on their phone.

  • Flo with a laptop showing an almost full progress bar

    B2B SaaS

    Trial sign-ups, onboarding steps and renewals, one message at a time.

  • Flo dropping a coin into a donation jar

    Charity and Non-profit

    Appeals, pledges and supporter updates that feel personal.

  • Flo with a briefcase and a clipboard form

    Professional Services

    Enquiries, intake forms and client updates without the email chase.

  • Flo with a megaphone and a stack of campaign briefs

    Agencies

    Client campaigns and lead capture you can run for every account.

  • Flo with a hotel key card and a reception bell

    Hospitality

    Bookings, pre-arrival details and guest feedback in one thread.

  • Flo with an alarm clock and a clipboard

    Healthcare

    Reminders, intake forms and follow-ups that patients answer.

  • Flo holding house keys beside an estate agent board

    Property

    Viewings, valuations and applicant questions, sorted in the chat.

Playbooks that work in any sector.

Twenty working blueprints, each with its Flow, its message templates and its HubSpot workflow.

Browse all playbooks

  • Meeting Booking Workflow

    Book more meetings: WhatsApp calendar invite from HubSpot forms, smart nudges until the meeting is booked, reminders that cut no-shows.

    • Sales
    • Communication

    Industries: Professional Services, B2B SaaS, Agencies, Hospitality, Property

  • Donation Campaigns

    Raise more from supporters: video-led WhatsApp donation campaigns from HubSpot, exit on first donation, never ask twice.

    • Fundraising
    • Communication

    Industries: Charity & Non-profit

  • Web Contact Follow-up

    Convert more web traffic: two-field form, then a 5-day WhatsApp drip that enriches the CRM and qualifies the lead before the SDR ever calls.

    • Marketing
    • Communication

    Industries: B2B SaaS, FinTech, Professional Services, Charity & Non-profit, Property

  • Membership Renewals

    Renew more memberships with a 30-day WhatsApp cadence, value recap, one-tap renew, human handover, and win-back exit.

    • Retention
    • Communication

    Industries: Professional Services, Charity & Non-profit

  • KYC Onboarding

    Complete KYC faster with WhatsApp document requests, missing-file nudges, verification branches, and manual review only for exceptions.

    • Onboarding
    • Support

    Industries: FinTech, Property

  • Authentication / OTP

    Verify users faster with WhatsApp OTP, single-use codes, retry branching, fail-closed support, and audit logging.

    • Support
    • Communication

    Industries: FinTech, Healthcare

Flo jumping for joy with her fist in the air and a phone in her hand

Don’t see your sector?

Most teams start from a form they already use. Book a 30-minute demo with Adam, our founder, and we’ll build a Flow from one of yours.

Book a demo Try on WhatsApp (opens in a new tab)
Or start a free 14-day trial