> ## 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 Tracking Alerts

> WhatsApp notifications when Zoho deals change stage

<Info>
  **Setup Time**: 15 minutes | **Difficulty**: Medium | **Zoho Edition**: Professional+
</Info>

## 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.

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

## Step-by-Step Setup

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

  <Step title="Create Workflow Rule">
    **Setup** → **Automation** → **Workflow Rules** → **+ Create Rule**

    Module: Deals
    Trigger: On field update → Stage
  </Step>

  <Step title="Add Condition">
    When Stage equals "Proposal Sent"

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

  <Step title="Add WhatsApp Action">
    Configure webhook to send WhatsApp via Eazybe
  </Step>
</Steps>

## Best Practices

<AccordionGroup>
  <Accordion title="Don't notify on every stage">
    Pick 3-4 key stages that matter most to customers.
  </Accordion>

  <Accordion title="Include next steps">
    Tell customers what happens next, not just that something changed.
  </Accordion>
</AccordionGroup>