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.
Step-by-Step Setup
Create Stage Templates
Create templates for key stages:Proposal:Hi {{1}}, I've sent the proposal for {{2}}.
Let me know if you have questions!
Closed Won:Welcome aboard {{1}}! 🎉
Our team will reach out for onboarding.
Create Record-Triggered Flow
Object: Opportunity
Trigger: When Stage changes
Add Decision Element
Branch by stage value to send appropriate template Add WhatsApp Action
Configure HTTP callout to Eazybe for each branch