Turn patient forms into WhatsApp conversations that reduce no-shows.

Patients already live in WhatsApp. Flowella meets them there, turning the appointment, intake and follow-up forms you already use into quick, guided WhatsApp Flows whose answers land straight in HubSpot, with consent captured as its own field.

Book a demo Try a live Flow on WhatsApp (opens in a new tab)
Patient forms on WhatsApp Flo, the Flowella mascot, holding up an alarm clock with a green tick on its face, a clipboard tucked under her arm
Built for
Clinics and patient engagement teams
Opens from
Appointment texts, emails and QR codes
Answers land in
Your HubSpot contact properties
Setup
Live in 30 minutes

Choose a service and book an appointment in one Flow.

A patient taps the link in your reminder text and, three short screens later, has an appointment booked. Answer as Olivia: each answer lands on her HubSpot record as a property, then a workflow confirms her appointment on WhatsApp.

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

Today

Hi, I’d like to book an appointment.
Hi Olivia, happy to help. Tell us what you need in three quick screens, then choose a time that suits you.
Works on HubSpot Free
Olivia BennettHubSpot contact record
services_needed
physio;dental
appointment_types
physio_assessment;dental_check_up
patient_status
new
appointment_date
2026-11-10
whatsapp_consent
true
phone
+44 7700 900967From the chat, never asked

6 of 6 properties writtenWritten by Flowella

Appointment workflowDone
  1. Form CompletedForm name: Book an appointment
  2. Send WhatsApp Templateappointment_confirmation
    You’re booked, Olivia: Tuesday 10 November at 08:40 for a physiotherapy assessment and a dental check-up. We’ll send a reminder the day before. Skipped: there is no WhatsApp consent on the record
  3. Branch on patient statusNew patient
  4. Assign an ownerPhysiotherapy team
  5. Add to a listAppointments, 10 November

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

A sample run: Olivia’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 booking form.

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 clinic admin and patient engagement teams 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 next week’s clinics.

Browse all workflows

  • Authentication / OTP

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

    • Support
    • Communication

  • Contact Data Refresh

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

    • Support
    • Retention
    • Communication

  • NPS / CSAT

    Collect one-tap NPS or CSAT scores on WhatsApp, branch promoters, passives, and detractors, then route reviews or recovery in HubSpot.

    • Support
    • Retention
    • Communication

  • Re-engagement

    Wake dormant contacts with a WhatsApp preference prompt, branch interest, snooze, and opt-out paths, and clean HubSpot automatically.

    • Retention
    • Marketing
    • Communication

  • Appointment Reminders

    Cut no-shows with WhatsApp appointment confirmations, timed reminders, prep requests, self-serve reschedule, and attendance follow-up.

    • Sales
    • Support
    • Communication

  • Smart Review Triage

    Route review requests intelligently with a WhatsApp temperature check, public review links for happy customers, and private recovery for unhappy ones.

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

Bring appointment flows into WhatsApp.

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