Skip to main content
Setup Time: 15 minutes | Difficulty: Medium | Zoho Edition: Professional+

​
The Problem

Customers don’t know their deal status unless reps manually update them.

​
The Solution

Automatic WhatsApp notifications when deals move through your pipeline.
Deal stage alert

​
Step-by-Step Setup

1

Create Templates for Each Stage

Create approved templates for key stages:Qualified:
Hi {{1}}, great news! Your inquiry has been qualified. 
{{2}} will reach out to schedule a demo.
Proposal Sent:
Hi {{1}}, I've just sent over the proposal for {{2}}. 
Let me know if you have any questions!
2

Create Workflow Rule

Setup → Automation → Workflow Rules → + Create RuleModule: Deals Trigger: On field update → Stage
3

Add Condition

When Stage equals “Proposal Sent”
Stage condition
4

Add WhatsApp Action

Configure webhook to send WhatsApp via Eazybe

​
Best Practices

Pick 3-4 key stages that matter most to customers.
Tell customers what happens next, not just that something changed.