Setup Time: 15 minutes | Difficulty: Medium | Salesforce Edition: Enterprise+
The Problem
Customers don’t know their opportunity status.The Solution
Automatic WhatsApp when opportunities move stages.
Opportunity stage notification
Step-by-Step Setup
1
Create Stage Templates
Create templates for key stages:Proposal:Closed Won:
2
Create Record-Triggered Flow
Object: Opportunity
Trigger: When Stage changes
3
Add Decision Element
Branch by stage value to send appropriate template
4
Add WhatsApp Action
Configure HTTP callout to Eazybe for each branch