Vol. 01
The HubSpot + WhatsApp Playbook
Workflows that actually convert.
- Each play on a two-page spread
- The WhatsApp copy, ready to paste
- Blueprints you can build in HubSpot
flowella.ioField manual
Tell candidates the moment they’re shortlisted, let them set up the interview or bow out in one tap, and close every application kindly, all from your HubSpot stages.
No more candidate radio silence.
Marcus applied for an account manager role and has just been shortlisted. Each step shows what he sees on WhatsApp and what lands on his HubSpot record. Your answers in the Flow decide the branch. All five properties are custom ones the play creates.
The stage reaches HubSpot two ways. Pick one.
The stage reaches HubSpot two ways. Pick one. Five minutes later, the good news lands on WhatsApp. Answer as Marcus. Your taps decide the branch. Three answers, three clean properties. Still interested, so the booking link goes out. Plans changed, so the application closes kindly. Booking in his hands, no email chase. Goal met. Closed with thanks, not silence. Goal met.
Yes, still in: send the booking link
No, plans changed: close it kindly
Interview: interview_booking and a slot
Closed: candidate_withdrawn, with thanks
Today
The opener lands here
Properties
candidate_stage still_interested interview_format interview_needs interview_status Activity
1 of 5 properties written
Step 1 of 5, the trigger: your ATS writes Marcus’s stage to HubSpot as shortlisted, and the workflow enrols him.
Workflow triggers and actions need HubSpot Professional or Enterprise. Workflow actions guide
Scan the code with your phone to open one in WhatsApp. It’s Flowella’s own Flow, not this playbook.
Open it in WhatsApp (opens in a new tab)A shortlist, the good news and a short Flow, then one branch: candidates still in get a booking link, and the rest are closed kindly. You build it in a HubSpot workflow, from Flowella’s WhatsApp triggers and actions.
Set by your ATS or a recruiter. Applying gets its own acknowledgement send.
Ask for WhatsApp updates on the application form, by name. Surprise messages erode trust.
Time to undo a mis-click before the candidate hears anything.
candidate_shortlisted, with the Flow button “Set up my interview”.
The answers land as still_interested, interview_format and interview_needs.
No answer in 3 days: the recruiter gets a task to call.
still_interested yes?Yes goes to booking; a change of plans closes the application.
Every offer and regret comes from a stage a person sets. The workflow only sends it.
interview_booking, with Book your interview
A person sets offer or regret in HubSpot; nothing is decided automatically
candidate_regret or your offer, sent the day a person decides
candidate_outcome set, for your hiring reports
candidate_withdrawn, closing the application with thanks
interview_status: withdrawnSo nobody chases a candidate who has moved on
Thanked, not ghosted, and free to apply again
A meetings link in the chat beats a back and forth by email.
Silence is the worst candidate experience. A prompt, kind no protects your employer brand.
Workflow triggers and actions need HubSpot Professional or Enterprise. The answers land as contact properties on every HubSpot plan, Free included. Workflow actions guide
Three WhatsApp templates and the Flow they open carry the shortlist stage, with offer and regret messages to follow. Each is a utility template about one application, and every variable comes from the HubSpot record.
candidate_shortlistedUtilityEnglish (UK)Sample data
Sends 5 minutes after the stage turns shortlisted
Good news first, then one tap to plan the interview, and an easy way to say plans have changed.
interview_setupWhatsApp Flow1 screenSample data
Opens from the opener’s button, synced from your HubSpot form
Congratulations. Tell us how you’d like to interview, and anything we should arrange.
Are you still interested in the role?
How would you like to interview?
Congratulations. Tell us how you’d like to interview, and anything we should arrange.
Are you still interested in the role?
How would you like to interview?
The Flow, Your interview: are you still interested in the role (yes, let’s talk; no, my plans have changed), how would you like to interview (video call, in person, phone call) and an optional question, anything we should arrange.
Marcus’s Flow, with yes, let’s talk and video call chosen, and the optional question left blank.
Still interested, how they’d like to meet and anything to arrange, each as its own property.
interview_bookingUtilityEnglish (UK)Sample data
Sends when still_interested is yes
A meetings link in the chat, so the slot is booked without an email chase.
candidate_withdrawnUtilityEnglish (UK)Sample data
Sends when still_interested says plans have changed
A kind close instead of a silent file, sent the moment they tell you.
candidate_regretUtilityEnglish (UK)Sample data
Sends the day a person sets candidate_outcome to regret
A prompt, kind no on the day of the decision, with feedback one reply away.
Sample templates. Meta approves each template before it can send, and the Send WhatsApp Template action maps HubSpot properties to its variables.
The play captures all five, and each lands in HubSpot as something a workflow can read, not a note someone has to interpret.
| Signal | Little to go on | Something to act on | Lands in HubSpot as |
|---|---|---|---|
| Whether they’re still inA one-tap no saves a week of chasing someone who has moved on. | No answer | Yes, let’s talk | still_interested |
| How they want to meetThe format is settled before anyone opens a calendar. | Left to email | Video call | interview_format |
| What to arrangeAccess needs and timing, in their words, before the day. | Left blank | Step-free access | interview_needs |
| How fast they open itFlowella logs how long the news took to read. A quick read is a keen candidate. | Read days later | Read in minutes | timeToReadSecondsOn the Message read event |
| Whether they write backA typed question needs a recruiter, not a template. Route it to your inbox. | No reply | “Is it hybrid?” | flowella_last_reply_messageUpdated on every Text Reply |
Candidates judge the process by how fast and how clearly you talk to them. WhatsApp keeps every stage visible and one tap away.
Emails get missed, calls feel intrusive and silence between stages reads as a no. An update on WhatsApp the day the stage changes keeps strong candidates in the process.
Add an acknowledgement when they apply, a prep message the day before the interview, a short candidate survey at the end, and the outcome written back for reporting.
Get WhatsApp consent on the application form, let a person make every decision, word regrets with care, and keep anything sensitive out of the chat.
The point: candidate experience is a workflow, not a courtesy email.
The HubSpot + WhatsApp Playbook, Vol. 01, puts each play on a two-page spread: why and when it works on the left, the blueprint on the right, and the WhatsApp copy ready to paste. Job Applicant Status is one of them.
Free. Reply STOP at any time to stop the messages.
Vol. 01
The HubSpot + WhatsApp Playbook
flowella.ioField manual
Every play is a two-page spread. The left page says why and when; the right page is the blueprint, with numbered notes and the WhatsApp copy.
Field manualHow to read it
Trigger: a candidate is shortlisted. Goal: every candidate booked in or closed kindly, and nobody left wondering.
HR and recruitmentJob Applicant Status
Page 1 of 3The coverPage 3 of 3This play: Job Applicant Status
Twenty plays, each a working blueprint. These six sit closest to candidate updates.
This play is filed under Sales Support B2B SaaS Professional Services Agencies
Book more meetings: a WhatsApp Flow asks the topic and timing, then sends a HubSpot meetings link that shows the right rep’s times, in the same chat.
Cut no-shows with WhatsApp appointment confirmations, timed reminders, prep requests, self-serve reschedule, and attendance follow-up.
Guide new customers to first value with milestone WhatsApp prompts, setup nudges, support rescue, and HubSpot onboarding status updates.
Collect two-tap CSAT or NPS answers on WhatsApp, thank happy customers, and route every unhappy one to a person and a HubSpot ticket.
Complete KYC faster with WhatsApp document requests, missing-file nudges, verification branches, and manual review only for exceptions.
Refresh stale CRM records with WhatsApp confirmations, structured corrections, one reminder, and a clear freshness flag.
Turn stage changes in HubSpot into WhatsApp updates candidates can act on. Start free today, or book a 30-minute demo and we’ll map this play to your own hiring stages.
Or book a 30-minute demo