Marketing

Marketing that ends in your pipeline.

Flowyana doesn’t sell a separate Marketing module today. The marketing work most small businesses actually do (WhatsApp broadcasts, capturing leads from Meta and LinkedIn ad forms, and knowing which channel brought each lead) ships inside CRM and the Messaging inbox.

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WhatsApp broadcasts with per-recipient status
Meta Lead Ads and LinkedIn Lead Gen capture
Source, campaign and ad on every captured lead
Broadcast replies become CRM leads

What is Marketing in Flowyana?

Flowyana’s marketing tools are WhatsApp broadcasts and lead capture from Meta Lead Ads and LinkedIn Lead Gen forms, built into the Messaging inbox and the CRM rather than sold as a separate module. They are for small businesses that market through WhatsApp and social ads and want every response to land in the sales pipeline with its source attached.

The usual problem isn’t sending the message; it is what happens to the replies. Ad-form leads sit in a download nobody opens, and broadcast replies scroll away on someone’s phone. In Flowyana both become leads with an owner, a source and a follow-up date.

What it does

Marketing, in practice.

WhatsApp broadcasts

Send a Meta-approved template to a contact list, now or on a schedule, and see each recipient as sent, delivered, read, replied or failed. Part of the Messaging inbox.

Replies become leads

Anyone who replies to a broadcast within 30 days becomes a CRM lead automatically, with the channel as its source.

Ad-form lead capture

Leads from Meta Lead Ads and LinkedIn Lead Gen forms arrive in your CRM pipeline by themselves. Part of CRM.

Campaign on the lead

Ad-form leads carry the campaign and ad they came from, so you can see which ads produce enquiries.

Fair assignment

Ad-form leads go to one person or rotate across your sales team.

Messages from automations

Automation rules can send WhatsApp or email when a record is created or changes, for example a follow-up after a quotation.

How you get it

There is no Marketing plan or add-on on sale. WhatsApp broadcasts come with the Messaging inbox on CRM, Bookings, Support and Rentals Business, or with the Messaging inbox add-on on a plan that includes Integrations. Meta and LinkedIn lead capture comes with CRM Growth and Business and ERP Business.

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How it works

Marketing, step by step.

1
Connect
Link your WhatsApp number in the Messaging inbox, and your Meta and LinkedIn ad accounts in CRM.
2
Reach out
Broadcast an approved WhatsApp template to a contact list, and run your ads in Meta and LinkedIn as usual.
3
Capture
Broadcast replies and ad-form submissions become CRM leads, with source, campaign and owner.
4
Follow up
Work the leads on your pipeline board and convert the real ones into deals and clients.

In depth

A closer look.

WhatsApp broadcasts that come back as leads

Write a marketing template in Flowyana, submit it to Meta for approval, and broadcast it to a contact list, added by hand or imported from a spreadsheet. Send now or schedule it. Each recipient is tracked as sent, delivered, read, replied or failed, and anyone who replies within 30 days becomes a lead in your CRM automatically.

Meta template approval followed in Flowyana
Template fields filled per recipient or with a default
Replies become leads by themselves

Lead capture from Meta Lead Ads and LinkedIn Lead Gen

Leads submitted through your ad forms arrive in Flowyana without exporting files, each carrying the campaign and ad it came from. Choose who gets them: nobody until a manager triages, one fixed person, or each salesperson in turn. Repeat submissions of the same lead are ignored.

Campaign and ad recorded on the lead
Unassigned, one person, or in turn

What isn’t included (as of October 2026)

No ad publishing, social posting, email newsletter campaigns, audience builder or SMS. Flowyana collects and follows up the leads your marketing produces; the campaigns themselves run in Meta, LinkedIn and WhatsApp.

Who it’s for

Businesses that run on Marketing.

Retail shops

Broadcast new arrivals or a seasonal offer to past customers, and follow up the replies as leads.

Real estate agencies

Meta and LinkedIn ad-form leads shared out across agents in turn.

Training centres

Course enquiries from ad forms tracked by campaign through to enrolment.

Clinics and salons

Offer broadcasts whose replies land on the front desk’s list.

Questions

Asked about marketing.

Is there a Marketing module in Flowyana?

Not as a separate product today. The marketing features that ship (broadcasts and ad-form lead capture) are part of the Messaging inbox and CRM, and this page describes only those.

Can I send WhatsApp marketing broadcasts?

Yes, with the Messaging inbox. Pick a Meta-approved marketing template and a contact list, send now or schedule it, and track each recipient. Replies within 30 days become leads.

Can I capture leads from Facebook and Instagram ads?

Yes. Leads from Meta Lead Ads forms arrive in your CRM with the campaign and ad recorded. LinkedIn Lead Gen forms work the same way. This is included from CRM Growth.

Can Flowyana publish ads or social posts for me?

No. You create and run ads in Meta and LinkedIn as usual; Flowyana collects the leads they produce and tracks them through to a sale.

Can I send email newsletters?

Not as campaigns. Broadcasts are for WhatsApp. Automation rules can send individual emails when records change, and your team can email customers from the shared inbox.

Can we see whether marketing led to sales?

Each captured lead keeps its source, and ad-form leads keep their campaign and ad. When the lead converts, its history carries into the deal and the client you quote and invoice.

Where do captured leads go?

Straight onto your CRM pipeline, with their source recorded and an owner if you set assignment, ready for follow-up. No export or import between tools.

Will a full Marketing module be released?

We don’t announce dates for features that aren’t ready. Everything on this page works today; anything else, ask us before you plan around it.

One platform

Plays well with the rest.

Marketing shares its records with every other module you switch on — no connectors, no re-typing.

CRM Sales & Invoicing Support Desk Automation All features →

Put Marketing to work.

Tell us what your business runs. We’ll show you this module live — on its own or alongside the rest — and recommend the plan that fits.

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WhatsApp +91 97460 84243 Call +91 97460 84243 hello@flowyana.com