Marketing — 3 min of reading

WhatsApp Flows: automate and convert better

By Sarai

Posted on 10/07/2025

Boost your conversations with WhatsApp Flows: better results in marketing, sales, and support

Automation isn’t just a trend — it’s the foundation for those who want to grow smart. WhatsApp, already the most-used app in Brazilians’ daily lives, has also become a business channel. But not just any kind of business: one that respects the customer’s time, reduces friction, and delivers real value.
It’s where conversations turn into action. Where leads turn into sales. And where every click has a purpose. With WhatsApp Flows, you make it run. With Treble integrated into HubSpot, you make it scale.

WhatsApp goes far beyond simple messaging

If you still think WhatsApp is just for exchanging messages, it’s time to rethink that.
With the WhatsApp Flows feature, the in-app experience reaches a new level. You can now build complete, personalized, automated journeys directly in the chat. And when you integrate this feature with Treble and HubSpot, the impact on your marketing, sales, and customer service results is undeniable.

What is WhatsApp Flows?

*Video reference: Whatsapp website

WhatsApp Flows lets businesses create interactive forms and menus directly in the chat.
With this tool, you can offer a seamless experience, guiding customers step by step — without ever leaving the app.

What does this change?

  • Qualify leads right within the conversation
  • Speed up scheduling without phone calls
  • Generate registrations with fewer steps
  • Collect feedback without friction
  • Sell with fewer barriers and more context

Use cases that work

If there’s one thing WhatsApp Flows does well, it’s driving action. When you know your goal — a sign-up, an appointment, feedback, or interest confirmation — you can turn WhatsApp conversations into real results. The smoother the journey, the higher the conversion rate.

Lead generation

You launch an ad, the customer clicks, lands in WhatsApp, and completes the Flow.
Simple, frictionless, straight into the CRM.

WhatsApp flows, WhatsApp Flows: automate and convert better

Appointment scheduling

No queues, no phone calls, no mistakes. The customer selects a time directly in the Flow and confirms it in the app.

WhatsApp flows, WhatsApp Flows: automate and convert better

Customer surveys

Purchase completed? Send a quick survey via Flow.
The customer replies in the same chat, and you capture the data straight into HubSpot.

WhatsApp flows, WhatsApp Flows: automate and convert better

Promotions and events

Launching a product or campaign?
Send a Flow-based message to capture interest instantly — no need for external forms.

WhatsApp flows, WhatsApp Flows: automate and convert better

Don’t replace the conversation — enhance the experience

WhatsApp Flows isn’t a cold bot. It’s structure.
It’s built to clarify the path, guide decisions, and simplify actions.
The key is using it where it makes sense: orders, quotes, bookings.
And letting real conversations flow where they matter most: objections, questions, human connection.

Best practices for using WhatsApp Flows

Keep Flows short and focused
Customers want quick solutions.
Design Flows to be completed in under 5 minutes.

Thoughtful design and content
Visuals and text are key to keeping customers engaged and informed.

High-quality input data
To make forms easy and useful, include: Strong CTAs, Clear spelling, Well-placed emojis, Simple helper text.

Flow navigation and guidance
Clear guidance increases completion rates. Set expectations so there are no surprises.

Opt-in y consentimiento
Clearly communicate how customer data will be used.

Strong Flow endings
A good ending is as important as a good start. A thoughtful closing completes the experience.

Real benefits of WhatsApp Flows

Automating a conversation isn’t about replacing people — it’s about simplifying the process.
With Flows, you streamline the journey, remove unnecessary steps, and deliver fast value.
Customers get things done with ease, and you see the results: higher engagement, more conversions, better ROI.

Fewer clicks, better results
Customers handle everything in one place. No new tabs, no redirects.
This reduces drop-off and speeds up decision-making.

Campaigns that truly deliver
You generate the click.
The Flow ensures the next step.
No waiting, no distractions — just a smooth experience from start to finish.

Visible ROI and ongoing optimization
Less friction means more conversions.
And with clean data in your CRM, you optimize based on real insights — not guesswork.

Smooth journeys build loyal customers
When the experience works, customers come back. Flows show that you value their time — and that’s what builds real connection with your brand.

Ready to build your first journey with WhatsApp Flows and Treble?

Want to go from planning to real results? Start with what you already have: a great idea, a clear goal, and a channel your customer already uses. With Treble, you turn that into flow, data, and conversion.
Find the step-by-step guide in our Resource Center

WhatsApp flows, WhatsApp Flows: automate and convert better
WhatsApp flows, WhatsApp Flows: automate and convert better
WhatsApp flows, WhatsApp Flows: automate and convert better
WhatsApp flows, WhatsApp Flows: automate and convert better
WhatsApp flows, WhatsApp Flows: automate and convert better
WhatsApp flows, WhatsApp Flows: automate and convert better

Experience the power of creating WhatsApp campaigns in just a few clicks.

WhatsApp flows, WhatsApp Flows: automate and convert better
Thank you for subscribing to our newsletter!

You will receive an email confirming your subscription to our blog. Get ready to receive the best content, tips and tools to improve and automate your marketing, sales and customer service strategies.

Continue browsing