WHATSAPP FLOWS

Forms your customers actually finish, inside the chat they already trust.

A WhatsApp Flow is a guided, interactive form that opens right inside a WhatsApp chat. Customers tap through dropdowns, dates and choices instead of typing, and every answer comes back to HubSpot as structured data that can trigger a workflow. No app to download, no landing page, no copy and paste.

A WhatsApp Flow open inside a chat, showing a dropdown, date picker and choice buttons in a guided open day booking form
What it is

A real form, opened inside the conversation.

Send a message, the customer taps a button, and a multi-screen form opens without leaving WhatsApp. They answer with familiar controls, dropdowns, date pickers and single taps, then submit. It feels like a quick chat rather than paperwork, which is exactly why people finish it.

Why it works

The web form, and the WhatsApp Flow.

The job is the same, collect an answer. The experience, and what you get back, are not.

A link to a web form

Click out, and hope they come back.

You send a link. They leave the chat, wait for a page to load, pinch and zoom on a phone, and many give up before the end. What does arrive is often half complete.

  • Context switch out to a browser
  • Slow or clumsy on mobile
  • Abandoned halfway through
Acme Insurance Business · online
Hi Anna 👋 just checking — are you still keen to renew your policy this year? 09:14
ohh hi yeah maybe? remind me what plan I'm on? 11:42
You're on the Standard plan. Happy to send the renewal link? 11:43
actually can we chat tomorrow? today is mad 11:46
Of course — what time works? 11:47
idk friday maybe? 😅 14:08
LEAVES THE CHAT PAGE LOAD DROP-OFF
A WhatsApp Flow

Stay in the chat, and finish in seconds.

The form opens where the conversation already is. Guided steps, native controls and nothing to load, so more people complete it and the answers come back clean.

  • No app, no link, no waiting
  • Guided, tap-first steps
  • Finished in one sitting
Cancel Renew with Acme
Hi Anna — pick the plan that suits you. We'll auto-renew and send your receipt here in WhatsApp.
  • 30 seconds · Card on file
  • With · Membership team
  • Receipt sent here after renewal

Choose your plan

  • Quarterly · £15
  • Monthly · £6
Confirm renewal

Powered by Flowella · Secure renewal

STAYS IN CHAT INSTANT HIGHER COMPLETION
Answers from a WhatsApp Flow writing into HubSpot contact properties and then triggering an automated workflow
The real power

Every answer arrives as structured data.

This is where a Flow pulls ahead of an ordinary chat. Each answer maps to a HubSpot property, so a booking or enquiry lands as clean fields on the contact record, not a paragraph someone has to read and retype. From there a workflow can fire instantly, confirming by WhatsApp, assigning an owner and adding the contact to the right list.

The native input components available in a WhatsApp Flow: dropdown, date picker, single choice, checklist, text input and consent opt-in
Rich by design

Inputs that guide the answer.

A free-text chatbot leaves people guessing and hands you messy replies to interpret. A Flow gives them real controls instead, dropdowns, date pickers, single and multiple choice, short text and consent opt-ins, so the question is clear and the answer is always a known value. Cleaner for them to complete, cleaner for you to act on.

Where it shines

What teams build with Flows

Anywhere you need a clean answer from someone, a Flow tends to beat a form or a back and forth.

Use caseWhat the Flow doesWhat lands in HubSpot
Lead capture and qualificationA few tap-through questions to size and route the leadA scored, segmented contact ready for sales
Bookings and appointmentsPick a service, date and time inside the chatA confirmed slot with a reminder workflow
Event and open day sign-upsRegister and choose preferences in secondsAn attendee added to the right event list
Applications and onboardingCollect details step by step, no portal loginStructured fields, with no manual entry
Surveys and feedbackAsk with ratings and choices, not open textQuantified responses you can report on
Reorders and renewalsConfirm and adjust an existing order by tappingAn updated deal, ready for automation
FAQ

Straight answers.

The questions that usually come up.

Do customers need to install anything?

No. A Flow runs inside the WhatsApp people already have. There is no app to download and no link to a separate website.

How is this different from a chatbot?

A chatbot collects free text that someone still has to read and interpret. A Flow uses real form controls, so each answer is a known value that maps straight to a HubSpot property.

Where do the answers go?

Straight into HubSpot as a structured submission on the contact record, which can trigger a workflow immediately. There is no copying and pasting.

Do I need a developer to build one?

No. With Flowella you start from a HubSpot form and it becomes a native WhatsApp Flow, so the people who own the form can build the Flow.

Can a Flow have more than one screen?

Yes. A Flow can span several screens with branching, so you can ask follow-up questions only when they are relevant.

What can trigger a Flow being sent?

A reply, a campaign, a QR code or a HubSpot workflow can all send the message that opens the Flow. The setup guide covers each option.

Next step

Turn a conversation into structured data.

Flo, the Flowella mascot, celebrating