> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Stage Alerts

> Get WhatsApp notifications when deals move through pipeline

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

## 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.

<Frame caption="Automatic deal stage notification">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/deal-alert-example.gif" alt="Deal stage WhatsApp alert" />
</Frame>

## Use Cases

| Deal Stage Change          | WhatsApp Alert                                                   |
| -------------------------- | ---------------------------------------------------------------- |
| New → Qualified            | "Thanks for your interest! A rep will reach out shortly."        |
| Qualified → Demo Scheduled | "Your demo is confirmed for {{date}}"                            |
| 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!" |

## Step-by-Step Setup

<Steps>
  <Step title="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?
    ```

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/deal-templates.png" alt="Deal stage templates" />
    </Frame>
  </Step>

  <Step title="Create Deal-Based Workflow">
    In HubSpot: **Automation** → **Workflows** → **Create** → **Deal-based**

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/deal-workflow.png" alt="Deal-based workflow" />
    </Frame>
  </Step>

  <Step title="Set Stage Change Trigger">
    Enrollment trigger:

    ```
    When: Deal stage is any of [Qualified]
    AND: Deal stage was updated in the last 1 day
    ```

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/stage-trigger.png" alt="Stage change trigger" />
    </Frame>
  </Step>

  <Step title="Get Associated Contact">
    Add action: **Get associated contact**

    This pulls the contact linked to the deal so we can message them.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/associated-contact.png" alt="Get associated contact" />
    </Frame>
  </Step>

  <Step title="Add Eazybe WhatsApp Action">
    Add **Eazybe: Send WhatsApp** action

    Map variables from both Deal and Contact:

    | Variable | Source              |
    | -------- | ------------------- |
    | {1}      | Contact: First name |
    | {2}      | Deal: Deal name     |
    | {3}      | Deal: Owner name    |

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/eazybe/images/hubspot/deal-alert-action.png" alt="Configure deal alert" />
    </Frame>
  </Step>

  <Step title="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
    ```
  </Step>
</Steps>

## Video Walkthrough

<Frame>
  <iframe src="https://www.loom.com/embed/your-deal-alerts-video" width="100%" height="400" frameborder="0" allowfullscreen />
</Frame>

## Internal Alerts (No WABA Needed)

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

<Steps>
  <Step title="Use Task Creation Instead">
    Instead of Eazybe action, create a HubSpot task:

    * **Task title**: "Send WhatsApp update to {contact.name}"
    * **Assigned to**: Deal owner
    * **Due**: Immediately
  </Step>

  <Step title="Rep Gets Task Notification">
    Rep receives task notification and sends WhatsApp manually using Eazybe quick replies.
  </Step>
</Steps>

## Best Practices

<AccordionGroup>
  <Accordion title="Don't notify on every stage">
    Pick the stages that matter most to customers. Too many messages = annoyed customers.
  </Accordion>

  <Accordion title="Personalize by deal type">
    Different products/services might need different messaging. Use HubSpot branching.
  </Accordion>

  <Accordion title="Include next steps">
    Don't just say "your deal moved." Tell them what happens next.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Message going to wrong contact?">
    Deal might have multiple associated contacts. Add filter to get primary contact only.
  </Accordion>

  <Accordion title="No contact associated?">
    Some deals don't have contacts linked. Add a branch to check before sending.
  </Accordion>
</AccordionGroup>

## What's Next?

<CardGroup cols={2}>
  <Card title="Broadcast from Lists" icon="tower-broadcast" href="/integrations/hubspot/playbooks/broadcast-lists">
    Send campaigns to segments
  </Card>

  <Card title="Team Performance" icon="chart-line" href="/integrations/hubspot/playbooks/team-performance">
    Track WhatsApp metrics
  </Card>
</CardGroup>