What are webhooks? Webhooks are a way for you to tell a web app to send information automatically to another application when certain events occur in said web app. It's how PayPal tells your Accounting app when your clients pay you, it's how Twilio routes phone calls to your cell...
Category: Manage Smarter
Clever Ways to Query your GoldMine Database
What can you ask your GoldMine CRM? At it's core, GoldMine is a relational Microsoft SQL database. It contains many database tables with fields used for storing information about your GoldMine contacts and other related information. Some of the tables are: History - completed activities such as calls, appointments, actions,...
Malformed E-mail Addresses Cleaner for GoldMine CRM
A video presentation on a simple web application for removing/cleaning Malformed Email Addresses within your GoldMine CRM database. Avoid sending to bad email addresses when bulk sending! Malformed emails are email addresses that are not properly formatted. GoldMine does not force validate that a value entered into as an email...
Custom CSV File Importer for GoldMine (Part 2)
A short video presentation of a custom CSV file importer for GoldMine that allows you to import primary contacts with up to 2 associated emails, additional contacts with up to 2 associated emails, custom details and custom fields. Additional functionality is possible using a custom csv file importer vs GoldMine's...
The Best of the Best for Success in 2022
The beginning of a new year is a time when many of us start to do some thinking about how to make the coming year more successful. Now a days, "thinking" often means doing some "googling." I googled for ideas for "business success" using a variety of search phrases. As...
SMS Messaging with GoldMine for Automated Appointment Reminders
A video presentation on how to setup true SMS messaging between GoldMine and an SMS Service Provider for automated Appointment Reminders. Watch the video presentation online. https://vimeo.com/640492226 For additional information please contact First Direct Corp. at (845) 221-3800 or contact us online.
Calendly.com integration with GoldMine
The following video presentation demonstrates how to integrate Calendly.com with GoldMine CRM using Zapier.com and a self-hosted RESTFUL API for GoldMine. Watch the video presentation online. https://vimeo.com/637961016 If you are interested in integrating your Calendly.com account with GoldMine please contact First Direct Corp or call (845) 221-3800.
GO-Global Version 6.2.031099 Released
We are pleased to report the release of an update to GO-Global. Here is What's New: Single Sign-On SupportSingle Sign On (SSO) has historically only been able to authenticate users to web applications, not Windows applications. GO-Global rectifies this situation by providing support for OpenID Connect (OIDC), a simple identity...
TAKE ME OFF YOUR LIST!
These are words we WANT to hear if what our business offers is not at all relevant to a recipient. By the same token, they are disappointing to hear when our business offers something that IS relevant to the recipient. As marketers our job it to see to it that...
First Direct Corp is a RingCentral Authorized Partner
WORK TOGETHER. FROM ANYWHERE.™ First Direct is now a RingCentral Authorized dealer. We have also deployed RingCentral inhouse. One of the greatest business trends in the world today is mobility and being able to work remotely. The trends in communication and CRM could not be more closely correlated. As a...