Turn trial forms into WhatsApp conversations that activate users faster.

Your users already live in WhatsApp. Flowella meets them there, turning the activation, onboarding and retention forms you already run into quick, guided WhatsApp Flows whose answers land straight in HubSpot.

Book a demo Try a live Flow on WhatsApp (opens in a new tab)
Trial forms on WhatsApp Flo, the Flowella mascot, balancing an open laptop with an almost full green progress bar and giving a thumbs up
Built for
Growth and customer success teams in SaaS
Opens from
Sign-up emails and in-app links
Answers land in
Your HubSpot contact properties
Setup
Live in 30 minutes

Set up a trial and book onboarding in one Flow.

A new user taps the link in your welcome email and, three short screens later, has an onboarding call booked. Answer as Tom: each answer lands on his HubSpot record as a property, then a workflow confirms his call on WhatsApp.

Flo filing small data cards into a blue filing drawer, the way each answer is filed on the HubSpot record
Acme CloudBusiness account
Sample data

Today

Hi, I’ve just started a free trial.
Welcome, Tom. Tell us what you want to set up in three quick screens, then pick a time for your onboarding call.
Works on HubSpot Free
Tom FletcherHubSpot contact record
trial_goals
workflows;team_access
onboarding_topics
first_workflow;inviting_users
company_size
11_50
onboarding_call
2026-11-10
whatsapp_consent
true
phone
+44 7700 900742From the chat, never asked

6 of 6 properties writtenWritten by Flowella

Trial onboarding workflowDone
  1. Form CompletedForm name: Set up your trial
  2. Send WhatsApp Templatetrial_onboarding_call
    You’re booked, Tom: Tuesday 10 November at 11:00. We’ll start with your first workflow and inviting users, and send a reminder the day before. Skipped: there is no WhatsApp consent on the record
  3. Branch on trial goalsWorkflows
  4. Assign an ownerWorkflows onboarding team
  5. Add to a listOnboarding calls, 10 November

Workflow triggers and actions need HubSpot Professional or Enterprise. Workflow actions guide

A sample run: Tom’s answers on his HubSpot record, and the workflow that followed.

Try a live Flow

Scan the code with your phone to open one in WhatsApp. It’s Flowella’s own Flow, not this trial setup.

Open it in WhatsApp (opens in a new tab)

Built for forms, not chatbots.

Most WhatsApp tools focus on broadcasts and bot conversations. Flowella is built for form-based workflows, the kind growth and customer success teams in SaaS run every week.

  • Forms-first design

    We start with the forms you already use and bring them into WhatsApp with Meta’s native Flows, so you get structured data every time, not free-text guesses.

  • Answers land in HubSpot

    Every submission arrives in HubSpot as a form submission on the contact, each answer in its own property. No CSV exports, no manual mapping.

  • No-code configuration

    Your team builds and adjusts Flows without waiting on developers or filing a ticket. Update a question, change a field, ship in minutes.

  • Validation built in

    Each Flow carries your HubSpot form’s required fields and validation, such as email addresses and phone numbers, so your data is cleaner and nobody chases missing details.

  • Privacy and consent by design

    Opt-ins, preferences and consent are captured as their own fields and land on the HubSpot record beside the answers they cover.

  • Where your audience already is

    Your audience already chats on WhatsApp, so your form arrives in the app they use every day.

In our customers’ words.

Exceptional engagement platform that transformed our student conversion with 160% increase in same-day applications and 90% WhatsApp response rates.

Peter Hudson Peter HudsonDirector of Admissions, Brand & Customer InnovationHubSpot Marketplace integration Oaklands CollegeOaklands College

Game-changing donation campaign tool that delivers personal WhatsApp engagement with seamless automation and dramatically better completion rates.

Lawrence Tribe-Endt Lawrence Tribe-EndtCommercial Director, Countryside AllianceCustomer.io through the Flowella API Countryside Alliance
See all reviews on the HubSpot Marketplace (opens in a new tab) G2 reviews (opens in a new tab)

Workflow blueprints to start from.

Six playbooks, ready to adapt. Open one, customise the questions and ship it before the next release.

Browse all workflows

  • 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

  • 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

  • Lead Capture & Qualify

    Qualify captured leads with WhatsApp questions, scoring, high-fit sales routing, and nurture for low-urgency contacts.

    • Sales
    • Marketing
    • Communication

  • Contact Data Refresh

    Refresh stale CRM records with WhatsApp confirmations, structured corrections, one reminder, and a clear freshness flag.

    • Support
    • Retention
    • Communication

  • Event & Webinar Reminders

    Increase event and webinar attendance with WhatsApp confirmations, timed reminders, attendance branching, replay follow-up, and HubSpot scoring.

    • Marketing
    • Communication
    • Sales

  • Trial-to-Paid SaaS

    Convert SaaS trials with WhatsApp activation nudges, usage-based branching, support rescue, upgrade CTAs, and Stripe-paid exits.

    • Onboarding
    • Retention
    • Sales
    • Communication
Flo jumping for joy with her fist in the air and a phone in her hand

Bring trial activation into WhatsApp.

Book a 30-minute demo on Microsoft Teams with Adam, our founder. We’ll show you a working onboarding Flow mapped to your HubSpot form, with your fields and your tone.

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