Turn KYC forms into WhatsApp conversations that close faster.

Applicants and customers already live in WhatsApp. Flowella meets them there, turning the KYC, onboarding and consent 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)
KYC forms on WhatsApp Flo, the Flowella mascot, holding up a photo ID card and capturing it with her phone camera
Built for
Onboarding, KYC and risk teams in fintech
Opens from
Links in your app and onboarding emails
Answers land in
Your HubSpot contact properties
Setup
Live in 30 minutes

Gather KYC details and book an ID check in one Flow.

An applicant taps the link in your app and, three short screens later, has an ID check booked. Answer as Leah: each answer lands on her HubSpot record as a property, then a workflow sends her document checklist on WhatsApp.

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

Today

Hi, I’d like to open an account.
Hi Leah, happy to help. Tell us what you need and which documents you have in three quick screens, then book your ID check.
Works on HubSpot Free
Leah MorganHubSpot contact record
products_requested
current_account;savings
kyc_documents
utility_bill;bank_statement
photo_id_type
passport
id_check_date
2026-11-09
whatsapp_consent
true
phone
+44 7700 900318From the chat, never asked

6 of 6 properties writtenWritten by Flowella

KYC onboarding workflowDone
  1. Form CompletedForm name: Start your application
  2. Send WhatsApp Templatekyc_document_checklist
    Your ID check is booked, Leah: Monday 9 November at 10:00. Bring your passport and have your utility bill and bank statement ready to share. We’ll send a reminder the day before. Skipped: there is no WhatsApp consent on the record
  3. Branch on products requestedCurrent account
  4. Assign an ownerCurrent account onboarding team
  5. Add to a listID checks, 9 November

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

A sample run: Leah’s answers on her 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 application.

Open it in WhatsApp (opens in a new tab)

Collect documents. Confirm consent. Stay in touch.

From the first KYC document request to the final post-onboarding survey, Flowella turns the touchpoints you already run into structured, mobile-first conversations.

  • KYC document requests

    Ask applicants which documents they have in a short Flow, send the checklist that matches, and follow up only on what is missing. Try an application

    Lands in HubSpot askyc_documents

  • Authentication and one-time codes

    Send one-time codes and verification prompts on WhatsApp, the app customers already check, and record each outcome on the HubSpot contact.

    Lands in HubSpot asverification_status

  • Application status updates

    Status updates, requests for missing details and decision messages, sent from a HubSpot workflow on the channel applicants actually read.

    Lands in HubSpot asapplication_status

  • Re-engagement and win-back

    Reconnect with dormant accounts and unfinished applications in one tap-to-answer WhatsApp prompt, then branch on interest, snooze or opt-out and update HubSpot to match.

    Lands in HubSpot asreengagement_response

  • Consent and preference capture

    Capture opt-ins, marketing preferences and declarations in a structured Flow, so each answer lands on the HubSpot record as its own property.

    Lands in HubSpot asmarketing_preferences

  • Surveys and data refresh

    Run NPS, CSAT or contact-data refresh campaigns on the channel customers already trust, with every answer written back to the contact record.

    Lands in HubSpot asnps_score

Built for forms, not chatbots.

Most WhatsApp tools focus on broadcasts and bot conversations. Flowella is built for form-based workflows, the kind onboarding, risk and growth teams in fintech 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 customers already are

    Customers already chat 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 sprint.

Browse all workflows

  • 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

  • KYC Onboarding

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

    • Onboarding
    • Support

  • Authentication / OTP

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

    • Support
    • 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

  • Customer Onboarding

    Guide new customers to first value with milestone WhatsApp prompts, setup nudges, support rescue, and HubSpot onboarding status updates.

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

Bring KYC and onboarding into WhatsApp.

Book a 30-minute demo on Microsoft Teams with Adam, our founder. We’ll show you a working KYC or 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