Keep sales reps engaging 10-day-stage leads on WhatsApp

Sales reps miss follow-ups when deals hit the 10‑day call stage, letting warm prospects go cold. Send a WhatsApp follow-up when stage changes so reps engage leads quickly.

Overview

Early-stage leads go cold when follow-ups slip — that costs pipeline momentum. This workflow sends a WhatsApp follow-up as soon as a deal hits the 10-day call stage, ensuring reps engage prospects before competitors do. The result is consistent outreach, logged activity, and clearer rep follow-up ownership.

Notable Features

Trigger WhatsApp on stage change
Format and validate phone numbers
Log outreach and create tasks