Harnessing the Power of Webhooks: Automating Business Processes for Success

In today's fast-paced digital landscape, businesses are constantly seeking innovative ways to streamline operations and improve efficiency. Automation has emerged as a game-changer, allowing companies to free up valuable human resources and reduce the risk of errors. One technology that has gained immense popularity for automating business processes is webhooks....

SMS integration with GoldMine

In this video presentation I demonstrate the potential to integrate an SMS Service such as ClickSend.com with GoldMine CRM. This video talks about the possibilities for integrating GoldMine with an SMS Service and potentially other Cloud Service providers using a webhook and a self-hosted RESTful (web based) API for GoldMine....

Integrating GoldMine with other applications

In the following video presentation I demonstrate one way of  integrating GoldMine with a number of different web applications. Whether that be integrating GoldMine with an email marketing system to add/subscribe contacts to a subscriber list, such as MailChimp or Constant Contact, OR if it's adding GoldMine contacts to an...

Creating Filters in GoldMine based on data in the Tabs

Out-of-the box, GoldMine does not allow you to build filters based on information in the tabs (History, Pending, Details, Cases, etc.) Filters in GoldMine can only be created based on the values in the fields on the screen(s). There are two "types" of fields in GoldMine, a system defined field...

RingCentral integration with GoldMine CRM

Telephony integration with your CRM is a critical element of running your business. Many customers over the years have asked about the ability to integrate their phone system with GoldMine and in most cases it involved the purchase of a GoldMine Add-on. First Direct Corp. has been selling, supporting and...

Scheduling the Emailing of GoldMine Reports

In this video demonstration, I demonstrate scheduling the emailing of a GoldMine Daily Real-Time Completed Activities Report using a self-hosted RESTful API for GoldMine and a custom PHP script. If you have a need/interest in viewing GoldMine reports in a web browser or having GoldMine reports emailed to you or...

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