WhatsApp Automation

WhatsApp, inside HubSpot.

Your customers read WhatsApp. Your team works in HubSpot. Discover Digital is a team of WhatsApp automation consultants and a HubSpot Platinum Partner in Reading, UK. We plan the journeys, set up Meta and your templates, and build it all into HubSpot on Flowella, our sister company’s app. The phone shows a real Flow we built for a MemberWise demo: a form filled in WhatsApp, recorded in HubSpot, and an AI portrait sent back.

Book a callChat on WhatsApp

83.7%of WhatsApp messages read at Oaklands College, against 15% of emails

How we work

Consultants first, software second.

WhatsApp works when the journeys, the consent and the Meta account are right. We take care of all three, then build them into HubSpot.

  1. Assess

    Where WhatsApp fits your journeys, what it should replace, and how consent is collected and kept.

  2. Set up

    Meta business verification, your WhatsApp number and display name, and templates approved by Meta.

  3. Build

    Journeys, Flows and campaigns in your HubSpot workflows, tested end to end before anything is sent.

  4. Run

    We watch read and reply rates, keep templates approved and improve the journeys month by month.

How it works

From workflow to WhatsApp and back.

Every message starts in a HubSpot workflow and ends on the contact record, so nobody copies an answer across.

  1. Start

    HubSpot workflow

    • A contact enrols in a workflow
    • Send WhatsApp Template action
    • Merge fields from HubSpot properties

  2. Send

    Flowella

    • Your HubSpot form, as a WhatsApp Flow
    • Meta's official WhatsApp Business Platform
    • Opt-outs checked before every send

  3. Reply

    WhatsApp

    • Read on the phone
    • Form filled inside the chat
    • Replies and STOP handled

  4. Record

    Back in HubSpot

    • Answers as a form submission
    • Sent, read and reply events on the timeline
    • The workflow waits, then branches

Flowella is made by Flowella Limited, our sister company within Discover Digital Group.

What your contacts see

A reminder people answer.

A typical open day journey: a reminder, a booking and a confirmation, all inside the chat.

  • The reminder is an approved template, sent from a HubSpot workflow
  • The booking is a HubSpot form, opened as a WhatsApp Flow
  • The answer arrives in HubSpot as a form submission
  • The next message follows from what they chose
Your collegeBusiness account

  1. Hi Sam, your open day is this Saturday at 10am. Would you like to book a subject talk while you are here?09:00

    Book a talkNot this time

  2. Book a talk09:04

  3. Great. Choose a subject and a time here.09:04

    Choose a talk

  4. Response sent09:05

  5. You are booked: Engineering at 11:00 on Saturday. We will send directions the day before.09:05

An example conversation, written for this page.

Oaklands College

Same applicants, five times the reads.

The college sends admissions reminders by WhatsApp and email from HubSpot, through Flowella, and measures both inside the CRM.

  • WhatsApp messages read83.7%
  • Emails read or opened15%

5xmore messages read on WhatsApp than email, by the same applicants

August 2025 to August 2026. Oaklands College case study (2026) and Flowella reporting.

At full stretch

Students prefer it. Few opt out.

18,674 WhatsApp messages went out in August 2026 alone, around results day, sent from HubSpot workflows to students and parents.

  • 63,454WhatsApp messages sent by 8 October 2026
  • 81%of students prefer WhatsApp to email
  • 2.2%opted out of WhatsApp messages
  • 453of 532 offer holders email could not reach, reached on WhatsApp

Oaklands College. Messages: Flowella reporting to 8 October 2026. Preference: Oaklands College case study (2026). Opt-outs: August 2025 to August 2026, Flowella reporting. Offer holders: enrolment invitations, July 2026.

“Flowella allowed us to meet students where they already are: on WhatsApp.”

Hudson, P.Oaklands College. Review of Flowella on the HubSpot App Marketplace, 15 February 2026.

Read the Oaklands College case study

What we build

Built into HubSpot, not bolted on.

Forms, campaigns and conversations on WhatsApp, designed and set up by us, with every answer and reply on the HubSpot record.

  • Forms people finish

    A HubSpot form becomes a WhatsApp Flow: dropdowns, date pickers and simple choices inside the chat. Answers arrive as a normal form submission, so lists, scoring and reports keep working.

  • WhatsApp in your workflows

    Send approved templates and Flows from HubSpot workflows, wait until a Flow is completed, then branch on the answer. Reads, replies and completions can start workflows of their own.

  • Campaigns and bulk sends

    Upload a list, map the columns and send an approved template, with pacing, pause and delivery progress. Templates carry images, video, documents, buttons and card carousels.

  • One shared inbox

    Reply in the HubSpot conversations inbox, next to email and chat, or in Flowella's own team inbox at a desk or on a phone. With co-existence, keep the WhatsApp Business App number customers know.

  • Click-to-WhatsApp and QR codes

    Tracked WhatsApp links, QR codes and Click-to-WhatsApp ads, with click counts for each source.

    Meta Ads

  • Consent built in

    STOP and similar keywords are honoured automatically, every contact keeps a consent history, and opt-outs are checked before every automated send. Meta bills its fees to you directly, with no Flowella markup.

Countryside Alliance

£50,000+ from one WhatsApp appeal.

It started with consent. The appeal went to supporters who had opted in: a short video, an in-chat form for the amount and how often, then a link to an online checkout. HubSpot workflows sent reminders based on what each supporter did, and the team followed up larger pledges personally.

  1. About 40,000messages, in two batches, asking supporters to opt in to WhatsApp
  2. 15,151of those messages read
  3. 3,651supporters opted in: about one in ten of those asked, inside the 8 to 15% target set at the start

Consent campaign: Flowella data, January 2026. Appeal total: Discover Digital, October 2026. The appeal ran from October 2025 to January 2026.

“Flowella made it easy to run a WhatsApp-led donation campaign alongside HubSpot. We could trigger HubSpot workflows based on WhatsApp actions, so reminders and follow-ups were automated, timely, and actually relevant.”

Fone, H.Countryside Alliance. Review of Flowella on the HubSpot App Marketplace, 12 February 2026.

Read the Countryside Alliance case study

About Flowella

Rated 5.0 on the HubSpot App Marketplace.

Flowella is made by Flowella Limited, our sister company within Discover Digital Group. It runs on Meta’s official WhatsApp Business Platform and is rated 5.0 from seven reviews on the HubSpot App Marketplace. Public sector buyers can buy it through G-Cloud 15: see Flowella’s listing on the Digital Marketplace.

Discover Digital is a HubSpot Platinum Partner, a Meta Business Partner and a Meta Tech Provider, so we can set you up on the WhatsApp Business Platform ourselves. We plan the journeys, connect them to your HubSpot data and run the campaigns with your team.

  • 5.0 from seven reviews, all five stars
  • Listed on G-Cloud 15
  • A 14-day free trial, no card needed
Visit flowella.io
Flo, the Flowella mascot, taps the green button on a phone showing a short form in WhatsApp, with green ticks around her

Questions about WhatsApp Automation

How is Flowella different from HubSpot's own WhatsApp channel?

HubSpot's own WhatsApp channel handles conversations and templates. Flowella adds forms inside the chat: it turns your HubSpot forms into multi-screen WhatsApp Flows and returns the answers as HubSpot form submissions, so the workflows you already have act on them.

Can we keep our current WhatsApp number?

Usually, yes. With WhatsApp co-existence you can keep using the WhatsApp Business App on the same number while Flowella sends and receives through Meta's official platform.

Can people pay inside WhatsApp?

No. Flowella collects the details, such as an amount and how often, then sends a link to your hosted checkout. That is how the Countryside Alliance appeal worked.

Which HubSpot subscription do we need?

It depends on what you want to do. Sending WhatsApp from HubSpot workflows needs a Professional or Enterprise HubSpot subscription, and replying in the HubSpot conversations inbox needs Sales Hub or Service Hub Professional or Enterprise. Teams on other plans can reply in Flowella's own inbox. We check your portal with you before you start.

What does it cost?

Flowella has a 14-day free trial with no card needed, and its plans are on flowella.io. Meta bills its WhatsApp fees to you directly, and Flowella adds no markup. Our time to plan and run campaigns is priced like the rest of our work: see pricing.

Who sets it up?

We do, with you. We connect your WhatsApp Business Account and HubSpot, help with Meta business verification, convert your first forms and build the workflows. Meta decides on verification and template approval, so we plan time for it.

Can AI answer on WhatsApp?

Yes. HubSpot’s Customer Agent works across chat, email and WhatsApp, and Flowella journeys can include AI steps, such as the portrait in our demo. See AI for HubSpot.

Who uses WhatsApp this way?

Colleges and schools send open day, interview and enrolment reminders, and membership bodies and charities run consent campaigns and appeals. See education and membership and charity, and read what 63,000 messages taught one college.

Put WhatsApp inside your HubSpot.

Tell us which messages your contacts miss today. We will show you how the same journeys would run on WhatsApp, from HubSpot.

HubSpot support from £496 a month, plus VAT. See pricing

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