Turn client forms into WhatsApp conversations that win more work.

Clients and prospects already live in WhatsApp. Flowella meets them there, turning the intake, booking and follow-up forms your firm already uses 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)
Client intake on WhatsApp Flo, the Flowella mascot, carrying a briefcase and holding out a clipboard form with a green tick
Built for
Consultancies, legal and accounting firms
Opens from
Your website, emails and QR codes
Answers land in
Your HubSpot contact properties
Setup
Live in 30 minutes

Take an enquiry and book a consultation in one Flow.

A prospect taps the WhatsApp link on your website and, three short screens later, has a consultation booked. Answer as Daniel: each answer lands on his HubSpot record as a property, then a workflow confirms his consultation on WhatsApp.

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

Today

Hi, I’d like some advice for my business.
Hi Daniel, thanks for getting in touch. Tell us what you need in three quick screens, then book a consultation.
Works on HubSpot Free
Daniel HughesHubSpot contact record
service_interest
tax;accounts
advice_topics
vat;payroll
company_size
2_10
consultation_date
2026-11-09
whatsapp_consent
true
phone
+44 7700 900631From the chat, never asked

6 of 6 properties writtenWritten by Flowella

Client intake workflowDone
  1. Form CompletedForm name: Get advice
  2. Send WhatsApp Templateconsultation_confirmation
    You’re booked, Daniel: Monday 9 November at 09:30. We’ll cover VAT returns and payroll, and send a reminder the day before. Skipped: there is no WhatsApp consent on the record
  3. Branch on service interestTax
  4. Assign an ownerTax team
  5. Add to a listConsultations, 9 November

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

A sample run: Daniel’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 intake form.

Open it in WhatsApp (opens in a new tab)

Capture interest. Book faster. Stay in touch.

From the first enquiry form to the final satisfaction survey, Flowella turns the touchpoints consultancies and service firms run every week into structured, mobile-first conversations.

  • Meeting booking and scheduling

    Let clients pick a time in a short Flow, then a HubSpot workflow confirms it and sends a reminder before the meeting, without another email thread. Try a consultation booking

    Lands in HubSpot asconsultation_date

  • Lead capture and qualification

    Qualify inbound enquiries with a few WhatsApp questions, then route high-fit prospects to the right partner and everyone else into nurture.

    Lands in HubSpot asservice_interest

  • Contact data refresh

    Ask clients to confirm or correct their details in a short Flow, with each answer written back to the HubSpot record and the date it was checked.

    Lands in HubSpot asdetails_checked_date

  • Client onboarding

    Guide new clients through intake, document requests and setup in the chat, with their HubSpot status updated at every step.

    Lands in HubSpot asonboarding_stage

  • NPS and satisfaction surveys

    One-tap NPS or CSAT on WhatsApp, then a HubSpot workflow routes promoters to a review request and detractors to a partner.

    Lands in HubSpot asnps_score

  • Appointment reminders

    Confirmations, timed reminders, preparation requests and self-serve rescheduling, all on the channel clients actually read.

    Lands in HubSpot asappointment_status

Built for forms, not chatbots.

Most WhatsApp tools focus on broadcasts and bot conversations. Flowella is built for form-based workflows, the kind professional services 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 this week.

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

  • Membership Renewals

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

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

Bring client intake into WhatsApp.

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