Workflows that actually convert.

You’ve watched the video. Now get the field manual: 20 HubSpot + WhatsApp plays for getting humans to reply, book, donate and come back. Engineered, annotated and ready to copy.

Send me the playbook Peek inside first

No sales call attached Flo, the Flowella mascot, holding out a ring-bound playbook with coloured tabs

Workflows: 20
Pages: 44
Price: Free
HubSpot Marketplace: Rated 5/5

Take a look inside.

Every play is a two-page spread: why and when it works on the left, the blueprint on the right, and the WhatsApp copy ready to paste.

The 20 plays inside

Meeting Booking
Donation Campaigns
Web Contact Follow-up
Membership Renewals
KYC Onboarding Flowella
Authentication / OTP Flowella
Hospitality Feedback Flowella
Lead Capture & Qualify Flowella
Contact Data Refresh Flowella
Abandoned Cart Recovery
Event & Webinar Reminders
Trial-to-Paid SaaS
Customer Onboarding
NPS / CSAT
Re-engagement
Order & Shipping Updates
Appointment Reminders
Smart Review Triage
Job Applicant Status
Refer-a-Friend

Get all 44 pages free

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

How to read a play.

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.

The triggerHow a contact enters the play.
The sequenceSends, waits, branches and goals.
The templatesApproved WhatsApp message copy.
The goalThe exit that proves it worked.

Field manualHow to read it

Lead Capture & Qualify.

Trigger: a form, an ad or a QR scan. Goal: sales-ready leads with an owner in the same session, and the rest nurtured.

Form, ad or QR lead
The opener
A two-question Flow
A score of 60 or more?
Yes: the hand-off and an owner
No: nurture that fits

Sales and marketingLead Capture & Qualify

Page 1 of 3The cover

Where should we send it?

Pick your channel. WhatsApp lands it in the chat you actually check, or we can email it the old-fashioned way.

What’s inside

20 workflows, diagrammed and deconstructed
Each play on a two-page spread: why it works, then the blueprint
The WhatsApp copy, ready to paste
44 pages. Free. No sales call attached.

Tap the button to open WhatsApp with your request ready to send, and the playbook comes straight back as a message. On a desktop? Scan the code with your phone.

Message us on WhatsApp

One message with your playbook.

Scan to open WhatsApp on your phone

Prefer your inbox? Fair enough: we’ll send the PDF straight to your email.

One email with the PDF attached. No drip sequence unless you ask for it.

We’ll use your details to send the playbook. Reply STOP on WhatsApp, or unsubscribe from our emails, at any time.

The engine behind the advanced plays.

Flowella connects HubSpot to WhatsApp: your HubSpot forms become native WhatsApp Flows, the answers arrive as a native form submission on any HubSpot plan, and workflows on Professional or Enterprise take it from there. The playbook’s Flowella-tagged plays run on it; every other play works with stock HubSpot and a WhatsApp Business API account.

Flo filing small data cards into a blue filing drawer

Book a consultationSample data

Pick what you need and when.

Service

Consultation Treatment Follow-up

Day

Fri 23 Oct Sat 24 Oct Mon 26 Oct

Time

Morning Afternoon

Confirm my booking on WhatsApp

Runs on HubSpot’s free tier

Anna Price

HubSpot contact record

service: consultation
preferred_date: 2026-10-24
preferred_time: morning
whatsapp_consent: true
phone: +44 7700 900123From the chat, never asked

5 of 5 properties writtenWritten by Flowella

New booking workflowDone

Flow submittedBook a consultation
Confirm on WhatsAppYou’re booked: consultation, Saturday 24 October, morning. Reply here if you need to change it.
Branch on serviceConsultation
Assign an ownerConsultations team
Add to a listConsultations, October