# Flowella

> Connect HubSpot forms to WhatsApp Flows and sync every response back to your CRM automatically.

## Docs

- [Billing and subscriptions](https://knowledge.flowella.io/account/billing.md): Pick a plan, manage your subscription through Stripe, and understand what happens when a subscription is trialing, active, or lapsed.
- [Logging in to Flowella](https://knowledge.flowella.io/account/login.md): Sign in with a password or a magic link, reset a forgotten password, and understand the bot-protection check on the login page.
- [Meta integration settings](https://knowledge.flowella.io/account/meta-integration.md): Manage your connected WhatsApp Business Accounts and phone numbers, re-authorise Meta when tokens expire, and review channel-level settings.
- [Flowella Subscription Plans, Limits, and Billing](https://knowledge.flowella.io/account/plans-and-limits.md): Understand Flowella's four subscription plans, how usage limits and overages work, and how Meta's WhatsApp fees are charged separately.
- [Pricing and WhatsApp conversation categories](https://knowledge.flowella.io/account/pricing-and-conversation-categories.md): How Meta's conversation-based pricing works, how it interacts with your Flowella subscription, and why Meta charges and Flowella usage are billed separately.
- [Outbound message analytics](https://knowledge.flowella.io/api-reference/analytics/outbound-message-analytics.md): Aggregates outbound message counts and rates by status for a date range.
- [Create or update contact](https://knowledge.flowella.io/api-reference/contacts/create-or-update-contact.md)
- [List contacts](https://knowledge.flowella.io/api-reference/contacts/list-contacts.md)
- [Set or clear per-channel WhatsApp opt-out](https://knowledge.flowella.io/api-reference/contacts/set-or-clear-per-channel-whatsapp-opt-out.md): `action: set` creates or reactivates an opt-out for the given channel and phone. `action: clear` revokes it. Idempotent clears are safe.
- [List conversations](https://knowledge.flowella.io/api-reference/conversations/list-conversations.md)
- [API introduction](https://knowledge.flowella.io/api-reference/introduction.md): Authentication, base URL, errors, pagination, and rate limits for the Flowella REST API v1.
- [Send WhatsApp text message](https://knowledge.flowella.io/api-reference/messages/send-whatsapp-text-message.md)
- [Ping (auth check)](https://knowledge.flowella.io/api-reference/system/ping-auth-check.md): Returns `ok` and the organization id for the resolved API key. Use to verify credentials.
- [List WhatsApp templates](https://knowledge.flowella.io/api-reference/templates/list-whatsapp-templates.md)
- [Queue template send job](https://knowledge.flowella.io/api-reference/templates/queue-template-send-job.md)
- [Outbound webhooks](https://knowledge.flowella.io/api-reference/webhooks.md): Subscribe to message, conversation, opt-out, and template events. Verify HMAC signatures, handle retries, and avoid duplicate processing.
- [Analytics](https://knowledge.flowella.io/app/analytics.md): Conversations, messages, opt-outs, templates, and usage trends for a single channel, with date-range presets and CSV export.
- [Dashboard](https://knowledge.flowella.io/app/dashboard.md): What you see when you sign in to Flowella: usage, a 7-day WhatsApp snapshot, channels, and HubSpot/forms status.
- [Forms](https://knowledge.flowella.io/app/forms.md): Browse the HubSpot forms Flowella is syncing, see their WhatsApp Flow status, and trigger a sync to Meta.
- [Using the Flowella Inbox for WhatsApp Conversations](https://knowledge.flowella.io/app/inbox.md): View every WhatsApp conversation, reply to contacts, send template messages, manage opt-outs, and keep your queue organised with filters and archiving.
- [Media in WhatsApp template headers: images, videos, and documents](https://knowledge.flowella.io/app/media-in-template-headers.md): What media formats and sizes WhatsApp accepts in template headers, why YouTube links don't embed, and how to upload and reference media via Flowella.
- [Notification events](https://knowledge.flowella.io/app/notification-events.md): The full catalogue of in-app and email notifications Flowella sends, grouped by category, with delivery channels and whether they can be unsubscribed.
- [Notifications](https://knowledge.flowella.io/app/notifications.md): Read in-app notifications about templates, integrations, exports, and operational events for your organisation.
- [Managing WhatsApp Opt-Outs and Consent in Flowella](https://knowledge.flowella.io/app/opt-outs.md): Track consent, handle automatic keyword opt-outs, view a contact's full consent history, and manually update opt-in status to stay compliant at scale.
- [Template reference](https://knowledge.flowella.io/app/template-reference.md): Quick reference for WhatsApp template categories, header formats, button types, variable syntax, and the submission lifecycle.
- [Template variables and dynamic content](https://knowledge.flowella.io/app/template-variables.md): How to use variables in WhatsApp template headers, body, buttons, and URLs — including syntax rules, sample values, HubSpot personalisation tokens, and common rejection traps.
- [Creating and Testing WhatsApp Templates in Flowella](https://knowledge.flowella.io/app/templates.md): Build Meta-approved WhatsApp templates with headers, body text, and buttons, then test them on a real device before adding them to your workflows.
- [WhatsApp Web and Desktop: what your Flows look like outside mobile](https://knowledge.flowella.io/app/whatsapp-web-desktop.md): How WhatsApp Flows render on WhatsApp Web and the WhatsApp Desktop app, what's supported, and the design choices that matter when your customers complete forms on a laptop.
- [Click-to-chat: getting customers into WhatsApp from outside](https://knowledge.flowella.io/campaigns/click-to-chat.md): Send people into a WhatsApp conversation from your website, emails, social bios, or QR codes using wa.me links — the free organic counterpart to Click-to-WhatsApp ads.
- [Run Click-to-WhatsApp Ad Campaigns with Flowella](https://knowledge.flowella.io/campaigns/click-to-whatsapp-ads.md): Run structured WhatsApp lead funnels from Facebook and Instagram ads by combining CTWA with keyword-triggered Flowella Flow Templates.
- [Campaigns overview](https://knowledge.flowella.io/campaigns/overview.md): How to send outbound WhatsApp campaigns from Flowella today, and what's planned for native broadcasts.
- [How Flowella fits together](https://knowledge.flowella.io/essentials/architecture.md): A high-level view of how data moves between HubSpot, Flowella, and Meta's WhatsApp Business Platform.
- [Glossary](https://knowledge.flowella.io/essentials/glossary.md): Definitions for the WhatsApp, Meta, and Flowella terms you will see across the product and this knowledge base.
- [Multi-channel and multi-WABA](https://knowledge.flowella.io/essentials/multi-channel.md): Connect more than one WhatsApp Business Account or phone number to a single Flowella org, and switch between them in the app.
- [Status and incidents](https://knowledge.flowella.io/essentials/status-and-incidents.md): Where to check whether a problem is on Flowella's side, on Meta's side, or in your own integration.
- [Flowella contact activity in HubSpot](https://knowledge.flowella.io/hubspot/contact-activity.md): Every WhatsApp interaction Flowella handles is logged on the HubSpot contact timeline. See the full list of activities, what each records, and how they double as workflow triggers and Delay until event steps.
- [Add the Flowella custom channel to the HubSpot conversations inbox](https://knowledge.flowella.io/hubspot/custom-channel.md): Connect Flowella as a custom channel so your WhatsApp conversations land in the HubSpot conversations inbox, where your team can read and reply alongside email, chat, and calls.
- [Do WhatsApp contacts need to be HubSpot Marketing Contacts?](https://knowledge.flowella.io/hubspot/marketing-contacts.md): No. Flowella does not require HubSpot contacts to be set as Marketing Contacts to send WhatsApp messages. Here's why, and when you might still want to mark them as Marketing Contacts for your own reporting.
- [WhatsApp Phone Number Formatting for HubSpot and Flowella](https://knowledge.flowella.io/hubspot/phone-number-format.md): Store WhatsApp numbers in E.164 format in HubSpot, import cleanly from CSV and Excel, and use the formula to convert messy numbers automatically.
- [Reporting and dashboards for WhatsApp activity in HubSpot](https://knowledge.flowella.io/hubspot/reporting-and-dashboards.md): Build HubSpot reports and dashboards that surface Flowella's WhatsApp activity alongside email, calls, and meetings using the contact and conversation properties Flowella writes back.
- [Connect Flowella to HubSpot: Step-by-Step Setup Guide](https://knowledge.flowella.io/hubspot/setup.md): Create your Flowella account, connect Meta WhatsApp Business, add a payment method, and link your HubSpot portal in one guided walkthrough.
- [UTM tracking from WhatsApp to HubSpot](https://knowledge.flowella.io/hubspot/utm-tracking.md): Attribute WhatsApp conversations to the campaign that started them, using UTM parameters on Click-to-WhatsApp ads, click-to-chat links, and Flowella's CTWA tracking.
- [HubSpot Workflow Triggers and Actions in Flowella](https://knowledge.flowella.io/hubspot/workflow-actions.md): Set up Flowella's HubSpot triggers and actions — Form Completed, Text Reply, Send WhatsApp Template, Send WhatsApp Message, and AI agent handoff.
- [Abandoned Cart Recovery](https://knowledge.flowella.io/hubspot/workflows/abandoned-cart-recovery.md): Bring shoppers back over WhatsApp with a helpful reminder, exit on purchase, a support-first rescue Flow, and a controlled incentive only when needed.
- [Appointment and Meeting Reminders](https://knowledge.flowella.io/hubspot/workflows/appointment-reminders.md): Send a 24-hour reminder before appointments with a one-tap confirm, reschedule, or cancel form, plus a morning-of reminder if there is no response.
- [Authentication and OTP](https://knowledge.flowella.io/hubspot/workflows/authentication-otp.md): Send one-time passwords and login approvals over WhatsApp, with single-use codes, a retry path, a fail-closed lockout, and audit logging in HubSpot.
- [Contact Data Refresh](https://knowledge.flowella.io/hubspot/workflows/contact-data-refresh.md): Ask contacts to confirm the details you already hold, collect corrections in-thread, and write clean properties back to HubSpot with a clear freshness flag.
- [Customer Onboarding](https://knowledge.flowella.io/hubspot/workflows/customer-onboarding.md): Welcome new customers over WhatsApp, guide them to first value with milestone prompts, rescue stalled setups, and keep onboarding status synced to HubSpot.
- [Donation Campaigns](https://knowledge.flowella.io/hubspot/workflows/donation-campaigns.md): Run video-led WhatsApp donation appeals from HubSpot, with an in-chat donation Flow, and exit the moment a supporter gives so you never ask twice.
- [Event and Webinar Reminders](https://knowledge.flowella.io/hubspot/workflows/event-webinar-reminders.md): Run the full event lifecycle in WhatsApp: registration, timed reminders, day-of messages, attendance branching, replay follow-up, and HubSpot scoring.
- [Hospitality Feedback](https://knowledge.flowella.io/hubspot/workflows/hospitality-feedback.md): Catch a bad night before it reaches Google: WhatsApp feedback after a stay or visit, promoter review prompts, detractor recovery, and cohort tagging.
- [Job Applicant Status](https://knowledge.flowella.io/hubspot/workflows/job-applicant-status.md): Keep candidates informed over WhatsApp with application confirmations, stage updates, interview booking, offers or regrets, and hiring outcome tracking.
- [KYC Onboarding](https://knowledge.flowella.io/hubspot/workflows/kyc-onboarding.md): Collect KYC documents over WhatsApp with structured requests, missing-file nudges, verification branches, and manual review only for the exceptions.
- [Lead Capture and Qualification](https://knowledge.flowella.io/hubspot/workflows/lead-capture-qualify.md): Send a short qualification form to new leads over WhatsApp, score the responses, and route high-fit leads to sales while nurturing the rest.
- [Meeting Booking Workflow](https://knowledge.flowella.io/hubspot/workflows/meeting-booking.md): Send a calendar link the moment a lead asks for one, then nudge on WhatsApp until the meeting is booked, attended, and followed up.
- [Subscription and Membership Renewals](https://knowledge.flowella.io/hubspot/workflows/membership-renewals.md): Send renewal reminders 30 days out with a one-tap renew, handle update and cancel responses automatically, and run a win-back flow for waverers.
- [NPS and CSAT Surveys](https://knowledge.flowella.io/hubspot/workflows/nps-csat.md): Collect one-tap NPS or CSAT scores over WhatsApp, segment promoters, passives, and detractors, then route reviews or recovery automatically in HubSpot.
- [Order and Shipping Updates](https://knowledge.flowella.io/hubspot/workflows/order-shipping-updates.md): Send order confirmation, dispatch, delay, delivery, and review prompts over WhatsApp so customers never have to ask where their order is.
- [Re-engagement](https://knowledge.flowella.io/hubspot/workflows/re-engagement.md): Wake dormant contacts with a WhatsApp preference prompt, branch on interest, snooze, or opt-out, and clean the HubSpot record automatically.
- [Refer-a-Friend](https://knowledge.flowella.io/hubspot/workflows/refer-a-friend.md): Turn happy customers into tracked referrals over WhatsApp, with unique links, friend signup checks, thank-you messages, and two-sided rewards.
- [Smart Review Triage](https://knowledge.flowella.io/hubspot/workflows/smart-review-triage.md): Run a WhatsApp temperature check first, send public review links only to happy customers, and route unhappy ones into private recovery.
- [Trial-to-Paid SaaS](https://knowledge.flowella.io/hubspot/workflows/trial-to-paid-saas.md): Guide new trial users to activation over WhatsApp, branch on product usage, and send the upgrade call to action only once the account has seen value.
- [Web Contact Follow-up](https://knowledge.flowella.io/hubspot/workflows/web-contact-followup.md): Ask one question on the website, then drip-feed the rest over WhatsApp so the CRM is enriched and the lead is qualified before an SDR ever calls.
- [Create a Meta business portfolio](https://knowledge.flowella.io/meta/business-portfolio.md): Create a Meta business portfolio (formerly Business Manager) to hold your Pages, ad accounts, WABA, and other Meta assets in one place.
- [Business information and verification on Meta](https://knowledge.flowella.io/meta/business-verification.md): Complete your business information in your Meta portfolio and pass Business Verification, including the dummy-asset workaround for the greyed-out Start Verification button.
- [WhatsApp Co-existence: Use Your Business App with Flowella](https://knowledge.flowella.io/meta/co-existence.md): Connect your existing WhatsApp Business App number to Flowella so you can keep using the app for 1:1 chats while Flowella handles automation at scale.
- [WhatsApp messaging limits and how to graduate tiers](https://knowledge.flowella.io/meta/messaging-limits.md): How Meta's Tier 1–4 messaging limits work for WhatsApp Business Platform, what triggers a tier upgrade, and how to avoid hitting the daily cap.
- [Add a Credit Card to Your WhatsApp Business Account on Meta](https://knowledge.flowella.io/meta/payment-method.md): Add a credit card to your WhatsApp Business account in Meta Business Suite and confirm it is set as the default payment method so message delivery is never paused.
- [Phone numbers for WhatsApp Business: what works, what doesn't](https://knowledge.flowella.io/meta/phone-numbers.md): Pick the right phone number for your WhatsApp Business Account: mobile vs landline, Meta-provided numbers, calls, verification options, and how to handle IVR-routed numbers.
- [WhatsApp Display Name, Profile Image & Business Info](https://knowledge.flowella.io/meta/profile-setup.md): Learn how to configure your WhatsApp Business profile in Meta's WhatsApp Manager, what Meta approves, and how Flowella uses these settings.
- [Phone number quality rating: Green, Yellow, Red](https://knowledge.flowella.io/meta/quality-score.md): How Meta calculates the quality rating on each WhatsApp phone number, what triggers Yellow and Red statuses, and how to recover before sending is paused.
- [Setting up Meta for WhatsApp Business: end-to-end sequence](https://knowledge.flowella.io/meta/setup-sequence.md): The eight steps required to go from no Meta presence to a WhatsApp Business Account ready for Flowella, in order, each linking to the detailed guide.
- [Create and manage a WhatsApp Business Account (WABA)](https://knowledge.flowella.io/meta/whatsapp-business-account.md): Create a WhatsApp Business Account inside your Meta business portfolio, attach phone numbers, and understand the asset structure that Flowella connects to.
- [Set up Flowella: connect your Meta and HubSpot accounts](https://knowledge.flowella.io/onboarding.md): Create your Flowella account, connect your Meta WhatsApp Business account, and link HubSpot to start sending WhatsApp Flows in minutes.
- [Flowella Data Security: Encryption, Storage, and GDPR](https://knowledge.flowella.io/security/data-security.md): Learn how Flowella handles your data with AES-256 encryption, UK-based infrastructure, GDPR compliance, and strict access controls.
- [Account](https://knowledge.flowella.io/settings/account.md): Manage sign-in security for your Flowella account: passwords, passkeys, backup sign-in methods, and signing out of every device.
- [API keys](https://knowledge.flowella.io/settings/api-keys.md): Create, view, rotate, and revoke API keys for the Flowella REST API from Settings → API keys.
- [Notification preferences](https://knowledge.flowella.io/settings/notification-preferences.md): Choose which Flowella events deliver to your in-app feed and email, and which are mandatory for security and billing reasons.
- [Organization](https://knowledge.flowella.io/settings/organization.md): Manage your workspace name, business email, and default content language from Settings → Organization.
- [Settings overview](https://knowledge.flowella.io/settings/overview.md): Map of every screen in Flowella's Settings area — personal account, billing, developer tools, workspace, and integrations.
- [Profile](https://knowledge.flowella.io/settings/profile.md): Update your name, avatar, phone number, locale, and password from Settings → Profile.
- [Team](https://knowledge.flowella.io/settings/team.md): Invite teammates to your Flowella workspace, manage roles, handle pending invitations, and remove members from Settings → Team.
- [Usage](https://knowledge.flowella.io/settings/usage.md): Track your current month's WhatsApp conversation count, see how much of your allowance remains, and understand soft and hard caps.
- [Webhooks](https://knowledge.flowella.io/settings/webhooks.md): Configure outbound webhooks from Settings → Webhooks: endpoint URLs, signing secrets, event subscriptions, retries, and delivery logs.
- [Actions locked by billing](https://knowledge.flowella.io/troubleshooting/billing-locked-actions.md): What to do when sending, publishing, or using the API is blocked because of a subscription state — and how to restore access.
- [HubSpot sync failures](https://knowledge.flowella.io/troubleshooting/hubspot-sync-failures.md): Diagnose missing form submissions, stalled workflow actions, and contact updates that don't reach HubSpot.
- [Messages not delivered](https://knowledge.flowella.io/troubleshooting/messages-not-delivered.md): Diagnose outbound WhatsApp messages that never reach the recipient: failed sends, stuck on sent, or no read receipts.
- [Troubleshooting Common Onboarding Issues in Flowella](https://knowledge.flowella.io/troubleshooting/onboarding.md): Fix the most common problems encountered during Flowella onboarding, including Meta permissions, payment setup, HubSpot access, and template approvals.
- [Opt-out not honoured](https://knowledge.flowella.io/troubleshooting/opt-out-not-honoured.md): Why a contact who opted out is still receiving messages, and how to fix the cause without breaking the rest of your sends.
- [Template rejected](https://knowledge.flowella.io/troubleshooting/template-rejected.md): Why Meta rejects a WhatsApp template, how to read the rejection reason, and what to change before resubmitting.
- [Flowella: HubSpot-powered WhatsApp Flows for marketers](https://knowledge.flowella.io/what-is-flowella.md): Flowella converts your existing HubSpot forms into native WhatsApp Flows and syncs every response straight back into your CRM automatically.

## OpenAPI Specs

- [openapi](https://knowledge.flowella.io/api-reference/openapi.json)

## Optional

- [Flowella.io](https://flowella.io)
- [Flowella App](https://app.flowella.io)