Setup Time: 15 minutes | Difficulty: Medium | HubSpot Plan: Professional+
Requires: WABA (for external alerts) or works without for internal notifications
Requires: WABA (for external alerts) or works without for internal notifications
The Problem
Deals move through your pipeline, but:- Customers don’t know their status
- Reps forget to update clients
- Manual status updates are inconsistent
The Solution
Automatic WhatsApp notifications when deals change stage.
Automatic deal stage notification
Use Cases
Step-by-Step Setup
1
Create Templates for Each Stage
Create approved templates for each notification:Template: 
deal_qualified2
Create Deal-Based Workflow
In HubSpot: Automation → Workflows → Create → Deal-based
3
Set Stage Change Trigger
Enrollment trigger:
4
Get Associated Contact
Add action: Get associated contactThis pulls the contact linked to the deal so we can message them.
5
Add Eazybe WhatsApp Action
Add Eazybe: Send WhatsApp actionMap variables from both Deal and Contact:
6
Repeat for Other Stages
Create separate workflows for each stage change you want to notify on.Or use branching within one workflow:
Video Walkthrough
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.
Best Practices
Don't notify on every stage
Don't notify on every stage
Pick the stages that matter most to customers. Too many messages = annoyed customers.
Personalize by deal type
Personalize by deal type
Different products/services might need different messaging. Use HubSpot branching.
Include next steps
Include next steps
Don’t just say “your deal moved.” Tell them what happens next.
Troubleshooting
Message going to wrong contact?
Message going to wrong contact?
Deal might have multiple associated contacts. Add filter to get primary contact only.
No contact associated?
No contact associated?
Some deals don’t have contacts linked. Add a branch to check before sending.
What’s Next?
Broadcast from Lists
Send campaigns to segments
Team Performance
Track WhatsApp metrics