Flowella for Professional Services

Turn client forms into WhatsApp conversations that win more work.

Clients and prospects already live in WhatsApp. Flowella turns the intake, booking and follow-up forms your firm already uses into fast, guided WhatsApp Flows that sync straight back into HubSpot and your CRM.

Talk to us about professional services → See Professional Services workflows

Where Flowella helps

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 & scheduling

WhatsApp calendar invites from HubSpot forms, smart nudges until Calendly books, and reminders that cut no-shows — without another email thread.

Lead capture & qualification

Qualify inbound leads with WhatsApp questions, scoring and routing — high-fit prospects to sales, everyone else into nurture.

Contact data refresh

Refresh stale CRM records with WhatsApp confirmations and structured corrections, plus a clear freshness flag your team can trust.

Client onboarding

Guide new clients through intake, document requests and setup milestones in chat — with HubSpot status updates at every step.

NPS & satisfaction surveys

One-tap NPS or CSAT on WhatsApp, with branching for promoters, passives and detractors — then route reviews or recovery in HubSpot.

Appointment reminders

Cut no-shows with confirmations, timed reminders, prep requests and self-serve reschedule — all on the channel clients actually read.

What makes us different

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 your team already runs, and bring them into WhatsApp using Meta's native Flows feature — so every response comes back as structured data, not free-text guesses.

True CRM integration

Every submission is treated like a form submission in your backend — ideal for teams on HubSpot, Google Forms, Typeform or SurveyMonkey. No CSV exports, no manual mapping.

No-code configuration

Marketing, ops and client teams can build and adjust flows themselves, without waiting on developers. Update a question, change a field, ship in minutes.

Validation built in

Flowella validates required fields and formats in real time, so your data is cleaner and teams spend less time chasing missing information.

Privacy & consent by design

Opt-ins, preferences and consent fields can all be captured and stored exactly where you need them — making compliance reviews easier to defend.

Where your audience already is

WhatsApp has 3B+ monthly active users and the highest read rates of any modern messaging channel. Meeting people where they already chat beats another email they will not open.

Trusted by service firms