Need Help with event-based automations for selling gigs

Kari

Hi everyone!

I'm a bit stuck with setting up automations in Pipedrive and could really use some guidance.

I run an entertainment business and need a simple setup (or at least I think it’s simple). Here’s what I’m trying to achieve:

1. Event-based automation:
   • I want to set an event date in the calendar and have automations trigger around that date.
   • For example, I’d like to send an email 1 week before the event, another email 2 days before, and then follow up with a thank-you email and a feedback request after the event is over.
2. Calling potential customers:
   • I already have potential customers’ contact details in Pipedrive. Here’s what I’d like to do:
     • Click a "call" button, have my phone dial the number, and log the call (this part I’ve actually figured out, and it’s working well!).
     • If the customer answers and gives permission, I want to move them to a different deal phase where an email is sent automatically.
     • Based on whether they open that email, I’d like to trigger a follow-up email sequence.

I haven’t found an efficient way to set these up in Pipedrive. Does anyone know how I can achieve this? Any tips or directions would be greatly appreciated!

Thanks in advance!