Connect Flowlu to WhatsApp, Instagram, TikTok and AI Chat
Yes. AeroChat writes directly into Flowlu. It reads your accounts, opportunities, invoices and projects and writes new contacts, opportunities, stage moves, tasks and calendar events through Flowlu’s API, on WhatsApp, Instagram, web chat and every other channel your customers use.
Flowlu keeps your CRM, projects, tasks and invoices in one place. AeroChat answers the people who message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, and records the result in Flowlu as it goes: the contact, the opportunity in the right pipeline and stage, the follow-up task and the call on your calendar. Existing clients can ask where their invoice or project stands and get the answer from Flowlu. It connects through Flowlu’s public API. You describe the workflow in your own words, AeroChat builds it, and Flowlu stays the place your team works.
What you can do with Flowlu and AeroChat
- Turn new chat leads into Flowlu opportunities. When someone new messages, AeroChat answers, takes their details and creates the contact and an opportunity in your chosen pipeline and stage, with the channel as the source.
- Recognise returning clients. AeroChat finds the account in Flowlu by phone number or email, reads who owns it and any open opportunities, and greets the client with that context.
- Qualify leads and move the opportunity. AeroChat asks your qualifying questions, saves the budget and the planned close date on the opportunity and moves it to the stage that matches.
- Book a call or meeting as a Flowlu event. When a client asks to talk, AeroChat agrees a time and creates a call or appointment event in Flowlu, linked to their account, for the person responsible.
- Create a follow-up task for your team. AeroChat creates a task linked to the client’s account, with a deadline and the person responsible, so nothing said in the chat is lost.
- Answer invoice and project questions. AeroChat reads the invoice status, total and due date, and the project’s current stage and end date, and answers the client in the chat.
What it looks like on WhatsApp
Client: Hi, we need a new website for our dental practice. Can you help? (example)
AeroChat: Yes, we build websites for clinics. Roughly what budget do you have in mind, and when would you like it live?
Client: Around 8,000, ideally by March. I’m Priya from Bright Smile Dental.
AeroChat: Thanks, Priya. That fits our clinic package. Sam from our team will send you a proposal this week.
In Flowlu: a new account for Bright Smile Dental with Priya as the contact, and an opportunity “Clinic website” in the Sales pipeline at the Qualified stage, budget 8,000, planned close date in March, source WhatsApp, assigned to Sam.
Client: Has our last invoice been marked as paid? (example)
AeroChat: Yes. Invoice 1042 for 2,400 was paid on 3 February. The next one, invoice 1057, is due on 3 March.
In Flowlu: AeroChat read the status, total, paid date and due date of the client’s invoices. Nothing was changed.
Works on every chat channel
Your leads and clients message you wherever they already are. The same Flowlu connection and the same workflows run on every channel AeroChat supports, and Flowlu stays the record whichever one they use.
| Channel | What your leads and clients can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, book a call, or check an invoice or project, and land in Flowlu. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Flowlu’s public API, documented at Flowlu’s API reference. Through it, AeroChat searches accounts, reads opportunities, pipelines, invoices and projects, and creates or updates accounts, opportunities, tasks and events.
- What AeroChat reads from Flowlu: accounts and their owner, opportunities with their pipeline, stage, budget and assignee, pipelines and stages, opportunity sources, invoices with their status, total, due date and paid date, and projects with their stage and dates.
- What AeroChat writes to Flowlu: new accounts and opportunities, updated opportunity fields, stage moves, tasks, and call or appointment events linked to an account.
To connect, a Flowlu administrator opens System Settings, then API Settings, creates an API key for AeroChat and copies it. AeroChat also needs your Flowlu address, the one that looks like yourcompany.flowlu.com.
You describe the workflow in your own words, for example “when a new lead messages, ask what they need and their budget, create the opportunity in Flowlu and move it to Qualified if they fit”. AeroChat builds the workflow as a draft and asks for the Flowlu key by name. You enter it in the AeroChat dashboard. It never passes through the conversation.
Workflows to copy
Six ready-made workflows for Flowlu. Copy one into AeroChat, add your Flowlu key, and it runs on every channel.
1. Turn a new chat lead into a Flowlu opportunity
Copy this into AeroChat
When someone new asks about our services, answer their question first from our knowledge base. Then ask for their name, their company if they have one, and what they need. Search Flowlu accounts for the phone number they are messaging from. If there is none, create an account with their name, company and phone number. Create an opportunity linked to the account in our Sales pipeline at the New stage (example), named after what they asked for, with the channel they used as the source. Add a two-line summary of the request to the opportunity description.
2. Recognise a returning client
Copy this into AeroChat
When someone messages, search Flowlu accounts for the phone number they are messaging from, or the email they give. If you find one, read the owner of the account and any open opportunities. Greet them by name and ask whether they are getting in touch about the open opportunity. Tell them who looks after their account. If they ask for that person, hand the conversation over. Never share details from another account.
3. Qualify the lead and move the opportunity
Copy this into AeroChat
When a lead has an opportunity at the New stage, ask one at a time what they need, their budget and when they want it done (example questions). Save the budget and the planned close date on the opportunity in Flowlu. If the budget is at least 3,000 and they want to start within three months (example rule), move the opportunity to Qualified and assign it to our sales lead. Otherwise move it to Nurture and thank them. Never quote prices that are not in our knowledge base.
4. Book a call as a Flowlu event
Copy this into AeroChat
When a client asks for a call, ask what day and time suit them within our hours, Monday to Friday 9am to 6pm (example). Find their account in Flowlu, or create one as in our new-lead workflow. Create a call event in Flowlu linked to the account, at the time they chose, for 30 minutes (example), with the owner of the account as the person responsible and a one-line description of what they want to discuss. Confirm the day, time and the name of the person who will call.
5. Create a follow-up task for the team
Copy this into AeroChat
When a client asks for something our team has to do, such as a revised quote or a document (example requests), create a task in Flowlu linked to their account. Name it after the request, set the deadline to two working days from today (example), make the owner of the account responsible and put a short summary of the conversation in the description. Tell the client who will follow up and by when.
6. Answer invoice and project questions
Copy this into AeroChat
When a client asks about an invoice, find their account in Flowlu by phone number or email and read their invoices. Tell them the invoice number, total, status (new, partially paid or paid), due date and paid date. When they ask about their project, read the project linked to their account and tell them its current stage and planned end date. Only share invoices and projects that belong to their account. If they dispute an amount, hand the conversation to our accounts team.
Who uses it
Flowlu runs CRM, projects and invoicing for service businesses: agencies, consultancies, IT and design studios, and firms that sell a project and then deliver it. The recipes above fit any of them once you change the pipeline, stages and questions to your own. See more WhatsApp CRM workflows.
What stays in Flowlu
AeroChat handles the conversation. Flowlu stays the record: accounts, opportunities, pipelines, tasks, your calendar, projects, invoices and your reports. Every opportunity, task and event AeroChat creates appears in Flowlu like any other, so your team works the same way. Keep your pipelines, stages and team in Flowlu up to date, so AeroChat moves opportunities to stages and people that exist.
WhatsApp workflows that use Flowlu
These end-to-end WhatsApp workflows run with Flowlu behind them. See them all in the WhatsApp workflows library.
- WhatsApp CRM workflows
- WhatsApp Appointment Booking Connected to Your Calendar
- WhatsApp Win-Back Messages for Lapsed Customers
Questions
Does AeroChat work with Flowlu?
Yes. It connects through Flowlu’s public API with an API key you create in your own Flowlu account. It is not a Flowlu product or listing.
Can WhatsApp leads go straight into Flowlu?
Yes. When a lead messages on WhatsApp, Instagram or any other channel, AeroChat creates the account and the opportunity in your pipeline, and moves the opportunity as it qualifies them.
Do I need a developer?
No. You describe the workflow, AeroChat builds it, and a Flowlu administrator creates an API key and pastes it into the dashboard.
Which plan do I need?
On the Flowlu side, an administrator creates API keys in System Settings, under API Settings. On AeroChat, workflows via Skills are on every plan. Choose the plan by how many messages you get: Starter covers 500 AI responses a month, Growth 2,000 and Advanced 5,000.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Flowlu to your chat
Paste the new-lead recipe, add your Flowlu key, and message your own number asking about your services.
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Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect Flowlu for you, free. See plans.