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Setup Time: 15 minutes | Difficulty: Medium | HubSpot Plan: Professional+
Requires: WABA (for external alerts) or works without for internal notifications

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The Problem

Deals move through your pipeline, but:
  • Customers don’t know their status
  • Reps forget to update clients
  • Manual status updates are inconsistent

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The Solution

Automatic WhatsApp notifications when deals change stage.
Deal stage WhatsApp alert

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Use Cases

Deal Stage ChangeWhatsApp Alert
New → Qualified”Thanks for your interest! A rep will reach out shortly.”
Qualified → Demo Scheduled”Your demo is confirmed for “
Demo → Proposal”Proposal sent! Let me know if you have questions.”
Proposal → Negotiation”Thanks for your feedback. Let’s discuss the details.”
Negotiation → Won”Welcome aboard! 🎉 Here’s what happens next…”
Any → Lost”Sorry we couldn’t work together this time. Door’s always open!”

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Step-by-Step Setup

1

Create Templates for Each Stage

Create approved templates for each notification:Template: deal_qualified
Hi {{1}}! Thanks for your interest in {{2}}. 

{{3}} from our team will reach out within 24 hours to learn more about your needs.

In the meantime, any questions?
Deal stage templates
2

Create Deal-Based Workflow

In HubSpot: Automation → Workflows → Create → Deal-based
Deal-based workflow
3

Set Stage Change Trigger

Enrollment trigger:
When: Deal stage is any of [Qualified]
AND: Deal stage was updated in the last 1 day
Stage change trigger
4

Get Associated Contact

Add action: Get associated contactThis pulls the contact linked to the deal so we can message them.
Get associated contact
5

Add Eazybe WhatsApp Action

Add Eazybe: Send WhatsApp actionMap variables from both Deal and Contact:
VariableSource
Contact: First name
Deal: Deal name
Deal: Owner name
Configure deal alert
6

Repeat for Other Stages

Create separate workflows for each stage change you want to notify on.Or use branching within one workflow:
If deal stage = Qualified → Send qualified template
If deal stage = Proposal → Send proposal template
If deal stage = Won → Send won template

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Video Walkthrough

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Internal Alerts (No WABA Needed)

Want to notify your team instead of customers? Use internal WhatsApp alerts:
1

Use Task Creation Instead

Instead of Eazybe action, create a HubSpot task:
  • Task title: “Send WhatsApp update to ”
  • Assigned to: Deal owner
  • Due: Immediately
2

Rep Gets Task Notification

Rep receives task notification and sends WhatsApp manually using Eazybe quick replies.

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Best Practices

Pick the stages that matter most to customers. Too many messages = annoyed customers.
Different products/services might need different messaging. Use HubSpot branching.
Don’t just say “your deal moved.” Tell them what happens next.

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Troubleshooting

Deal might have multiple associated contacts. Add filter to get primary contact only.
Some deals don’t have contacts linked. Add a branch to check before sending.

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What’s Next?

Broadcast from Lists

Send campaigns to segments

Team Performance

Track WhatsApp metrics