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← Liquor License FL
CRMAutomation Project Licensing & Brokerage

Liquor License FL · Application Intake & Follow-Ups

Application forms send prospective customer details into Pipedrive, while automatic emails and text messages help the team follow up.

Duration 27 months
Tasks 126
Meetings 1

Liquor License FL collects the details needed to handle a prospective customer’s licensing request. Form answers reach Pipedrive automatically, and follow up messages help the team stay in touch.

What was built

  • Jotform questions adapt to the applicant’s county, business type, and need for a loan.
  • Completed forms create sales opportunities in Pipedrive.
  • Automatic email sequences reconnect with older enquiries.
  • Twilio text messages follow the sales stage, and incoming replies create tasks for the team.
  • Apple Calendar and Pipedrive keep appointments aligned.
  • Form updates added missing county options and corrected submission problems.

Recently touched

  • 2025-07-03 Google Workspace migration and loan inconsistencies Done
  • 2025-05-29 Google Workspace migration issues Done
  • 2025-04-16 4: Sync calendar with pipedrive(apple calendar) Done
  • 2025-04-01 [M03] Support Done
  • 2025-02-28 Text reply tasks in pipedrive when twilio gets a reply Done

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