Automation playbooks worth stealing.

Twenty WhatsApp plays for HubSpot, each a working blueprint: the trigger, the messages and the workflow behind them. Filter by team, industry or goal, then copy the one that fits.

Get started free Try a live Flow on WhatsApp (opens in a new tab)
Flo, the Flowella mascot, pointing at a simple flowchart in an open ring-bound playbook with colourful tabbed pages
Playbooks
20, all built on HubSpot
Each one has
A trigger, the WhatsApp copy and the workflow
Answers land in
Your HubSpot contact properties
Needs
HubSpot workflows, on Professional or Enterprise

Find a playbook.

Pick a team, an industry or a goal. Each choice shows how many plays it leaves, so you never land on an empty page by surprise.

All 20 run on HubSpot. Each one is built on HubSpot workflows, with Flowella sending the WhatsApp messages and Flows.

Team
Industry
Goal

Showing all 20 playbooks

  • Meeting Booking Workflow

    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.

    • Book and remind
    • Sales

    Industries: Professional Services, B2B SaaS, Agencies, Hospitality

  • Donation Campaigns

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

    • Grow revenue
    • Fundraising

    Industries: Charity & Non-profit

  • Web Contact Follow-up

    Convert more web enquiries: a two-field form, then WhatsApp questions a tap at a time that enrich HubSpot and qualify the lead before an SDR calls.

    • Qualify leads
    • Marketing

    Industries: Professional Services, B2B SaaS, Charity & Non-profit, FinTech

  • Membership Renewals

    Renew more memberships: a WhatsApp reminder 30 days out, a one-screen Flow, the renewal link for members who stay, and a person for anyone unsure.

    • Keep customers
    • Customer success

    Industries: Professional Services, Charity & Non-profit

  • KYC Onboarding

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

    • Verify details
    • Support
    • Customer success

    Industries: FinTech

  • Authentication / OTP

    Confirm sensitive changes on WhatsApp first, then your app sends a one-time code through the Flowella API, with fail-closed holds and every outcome logged in HubSpot.

    • Verify details
    • Support

    Industries: FinTech, Healthcare

  • Hospitality Feedback

    Ask guests two quick questions on WhatsApp after a visit or stay, invite reviews, put the manager on unhappy guests first, and tag every answer in HubSpot.

    • Get feedback
    • Support
    • Customer success

    Industries: Hospitality

  • Lead Capture & Qualify

    Qualify captured leads with WhatsApp questions, scoring, high-fit sales routing, and nurture for low-urgency contacts.

    • Qualify leads
    • Sales
    • Marketing

    Industries: Professional Services, B2B SaaS, Agencies, FinTech, Education

  • Contact Data Refresh

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

    • Verify details
    • Support
    • Customer success

    Industries: Professional Services, B2B SaaS, FinTech, Healthcare, Hospitality

  • Abandoned Cart Recovery

    Recover abandoned carts with WhatsApp reminders, purchase-status exits, support-first rescue, and controlled incentives.

    • Grow revenue
    • Marketing
    • Customer success

    Industries: Agencies

  • Event & Webinar Reminders

    Fill events and webinars with a WhatsApp invite, a three-tap booking Flow, timed reminders, and the recording for anyone who can’t make it.

    • Book and remind
    • Sales
    • Marketing

    Industries: Professional Services, B2B SaaS, Agencies, Charity & Non-profit, Education

  • Trial-to-Paid SaaS

    Convert SaaS trials with WhatsApp activation nudges, usage-based branching, support rescue, upgrade CTAs, and paid-plan exits.

    • Grow revenue
    • Sales
    • Customer success

    Industries: B2B SaaS

  • Customer Onboarding

    Guide new customers to first value with milestone WhatsApp prompts, setup nudges, support rescue, and HubSpot onboarding status updates.

    • Keep customers
    • Support
    • Customer success

    Industries: Professional Services, B2B SaaS, Agencies, FinTech, Education

  • NPS / CSAT

    Collect two-tap CSAT or NPS answers on WhatsApp, thank happy customers, and route every unhappy one to a person and a HubSpot ticket.

    • Get feedback
    • Support
    • Customer success

    Industries: Professional Services, B2B SaaS, Charity & Non-profit, Healthcare, Hospitality, Education

  • Re-engagement

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

    • Keep customers
    • Marketing
    • Customer success

    Industries: Professional Services, B2B SaaS, Agencies, Charity & Non-profit, Healthcare, Education

  • Order & Shipping Updates

    Cut “where is my order?” tickets with WhatsApp order confirmations, dispatch updates, delivery branches, delay recovery, and review prompts.

    • Send updates
    • Support
    • Customer success

    Industries: Agencies

  • Appointment Reminders

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

    • Book and remind
    • Sales
    • Support

    Industries: Professional Services, B2B SaaS, Healthcare, Hospitality, Education

  • Smart Review Triage

    Check in privately on WhatsApp first, invite a public review while the goodwill is fresh, and give unhappy customers a manager first, with the review link still open to them.

    • Get feedback
    • Marketing
    • Support

    Industries: Professional Services, B2B SaaS, Healthcare, Hospitality

  • Job Applicant Status

    Improve candidate experience with WhatsApp application confirmations, stage updates, interview booking, offer or regret messages, and hiring outcome tracking.

    • Send updates
    • Sales
    • Support

    Industries: Professional Services, B2B SaaS, Agencies

  • Refer-a-Friend

    Turn happy customers into tracked referrals with WhatsApp invites, unique links, friend signup checks, thank-you messages, and two-sided rewards.

    • Qualify leads
    • Marketing
    • Customer success

    Industries: Professional Services, B2B SaaS, Agencies

Every play, in one playbook.

The HubSpot + WhatsApp Playbook, Vol. 01, puts each play on a two-page spread: why and when it works, the blueprint, and the WhatsApp copy ready to paste.

  1. Leave your WhatsApp number. Four fields, and no sales call attached.
  2. A short Flow arrives. It’s a live Flowella Flow, so you see one working.
  3. The playbook lands in the same chat.
Get the playbook

Free. Reply STOP at any time to stop the messages.

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

Pick a play. We’ll help you ship it.

Start free today, or book a 30-minute demo and we’ll map the play you picked to your own HubSpot forms and workflows.

Get started free Try on WhatsApp (opens in a new tab)
Or book a 30-minute demo