HubSpot integration

WhatsApp that works the way HubSpot already works.

Flowella puts WhatsApp into the HubSpot tools your team already lives in. Marketers sync the HubSpot forms they already built into WhatsApp Flows, and answers land back as native form submissions. Agents reply in the Conversations Inbox, ops send Flows from custom workflow actions, and every answer is something you can branch, score, and follow up on.

Get started free → Rated 5/5 on the HubSpot Marketplace
5★
on the HubSpot Marketplace
100K+
WhatsApp Flows completed
90%+
typical WhatsApp open rate
3 min
median first reply
Diagram of HubSpot form data syncing to a WhatsApp Flow and back as a form submission
Forms to Flows, only on Flowella

The HubSpot forms you already built become WhatsApp Flows.

Flowella reads the form definition from HubSpot, generates the equivalent WhatsApp Flow, and uploads it to Meta. When someone completes the Flow, the answers write back as a native HubSpot form submission: same properties, same workflows, same reporting. No copy-paste, no shadow fields.

Forms page: sync HubSpot forms →

HubSpot and WhatsApp coexistence, conversations managed alongside HubSpot CRM
HubSpot Inbox

Reply to WhatsApp from the HubSpot inbox your team already uses.

Connect Flowella as a custom channel in Inbox and Help Desk. WhatsApp threads sit next to email, chat, and calls. Route to owners or teams, open the live conversation from the contact timeline, and keep the CRM as the system of record.

Add the Flowella custom channel →

HubSpot workflow action picker showing Flowella Send WhatsApp Template
Custom workflow actions

Custom HubSpot workflow actions, not a separate automation tool.

Search “Flowella” on the contact-based workflow canvas. Send a WhatsApp template or interactive Flow, send a message or window-safe reply, or assign the thread to a Breeze Customer Agent. Triggers fire on Form Completed, Text Reply, Message Read, and Message Sent.

Workflow triggers and actions →

HubSpot workflow branch step after a Flowella Form Completed delay
Branching from decisions

Send, wait, then branch on what they actually did.

The pattern HubSpot teams already know: send a Flow, Delay until event (Form Completed or Text Reply), then branch on whether it happened, and on the answer. Completers go down the happy path. Non-responders get a reminder or an owner task. Keyword replies route without a chatbot sitting outside HubSpot.

Contact activity and delays →

How it works

Live in HubSpot in three steps.

01

Connect HubSpot

Authorise Flowella via OAuth during onboarding so forms, properties, and workflows stay in your portal. Setup guide →

02

Sync a form and open the inbox

Pick an existing HubSpot form, sync the WhatsApp Flow to Meta, and connect Flowella Channel in Inbox and Help Desk.

03

Automate on the canvas

Send from a HubSpot workflow, delay until the Flow is completed, then branch on the outcome.

By team

Built for the people who live in HubSpot.

Marketing

Turn the forms on your landing pages into WhatsApp Flows. Click-to-WhatsApp ads and QR codes write into the same HubSpot form and the same lists.

Sales

WhatsApp activity on the contact timeline. Branch when a Flow is completed or a reply contains book. Hand off to an owner or Breeze agent without leaving HubSpot.

Customer success

Reminders, NPS/CSAT, and renewals as Flows, with inbox replies for the exceptions.

Use cases

HubSpot playbooks worth stealing.

Real WhatsApp workflows customers run on HubSpot today. Pick one, swipe the blueprint, ship it this week.

Meeting Booking Workflow

Book more meetings: WhatsApp calendar invite from HubSpot forms, smart nudges until Calendly books, reminders that cut no-shows.

Platform
HubSpot
Category
Sales Communication
Industry
Professional Services B2B SaaS Agencies Hospitality
Open playbook →

Donation Campaigns

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

Platform
HubSpot
Category
Fundraising Communication
Industry
Charity & Non-profit
Open playbook →

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.

Platform
HubSpot
Category
Marketing Communication
Industry
B2B SaaS FinTech Professional Services Charity & Non-profit
Open playbook →

Membership Renewals

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

Platform
HubSpot
Category
Retention Communication
Industry
Professional Services B2B SaaS Charity & Non-profit
Open playbook →

KYC Onboarding

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

Platform
HubSpot
Category
Onboarding Support
Industry
FinTech Healthcare
Open playbook →

Authentication / OTP

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

Platform
HubSpot
Category
Support Communication
Industry
FinTech Healthcare
Open playbook →
Screenshots

The integration inside HubSpot.

Screenshots of Flowella inside HubSpot, not a product tour of our app.

HubSpot workflow canvas with Flowella Send WhatsApp Template action
Custom workflow actions Send a WhatsApp template or interactive Flow from the canvas.
HubSpot Delay until event step waiting for Flowella Form Completed
Delay until Form Completed Wait for the Flow submission before the next step runs.
HubSpot workflow branching after a Flowella WhatsApp event
Branch on the answer Route completers and non-responders down different paths.
HubSpot workflow App Events panel showing Flowella WhatsApp events
App Events Flowella WhatsApp events on the workflow App Events panel.
Customer stories

What HubSpot teams are saying.

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

Peter Hudson
Peter Hudson Director of Admissions, Brand & Customer Innovation
Read case study

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

Lawrence Tribe-Endt
Lawrence Tribe-Endt Commercial Director
Knowledge base

Go deeper on any part of the HubSpot connection.

Step-by-step guides written for the person doing the setup, from the first OAuth connection to branching on Flow answers.

Setup · Inbox channel · Workflow actions · Forms sync · Contact activity · Architecture

FAQ

Integration questions.

Which HubSpot plan do I need?

Contact-based workflows require Professional or Enterprise. Connecting the Flowella channel and setting routing rules needs a Sales or Service seat.

Does this replace HubSpot’s native WhatsApp?

No. HubSpot’s native WhatsApp is a conversation channel with its own plan and template limits. Flowella adds form-to-Flow sync, custom workflow actions, and structured write-back as native HubSpot form submissions.

How are phone numbers stored?

In international E.164 format, for example +447700900123.

Can I send interactive forms, not just templates?

Yes. Flow templates are selected the same way as standard templates; Flowella handles the conversion to WhatsApp Flows.

How do I get started?

Register for a free Flowella account and follow the guided onboarding. You connect your HubSpot portal via OAuth as part of setup; there is nothing to install from the Marketplace first.

Get started

Put WhatsApp on the HubSpot canvas this week.

Free 14-day trial. Create your Flowella account, connect HubSpot during onboarding, and send your first Flow the same day.

Book a Flowella demo · 30 minutes on Teams
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