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 WhatsApp notification
Step-by-Step Setup
1
Create Templates for Each Stage
Create approved templates for key stages:Qualified:Proposal Sent:
2
Create Workflow Rule
Setup → Automation → Workflow Rules → + Create RuleModule: Deals
Trigger: On field update → Stage
3
Add Condition
When Stage equals “Proposal Sent”
4
Add WhatsApp Action
Configure webhook to send WhatsApp via Eazybe
Best Practices
Don't notify on every stage
Don't notify on every stage
Pick 3-4 key stages that matter most to customers.
Include next steps
Include next steps
Tell customers what happens next, not just that something changed.