Automated Processes in GoldMine

by Bob Francis on July 6, 2017

Ticomix's CRM division was acquired by UpCurve Cloud in July 2017.

Almost anything done in GoldMine can be done automatically through Automated Processes. In this video, see a hands on demonstration and learn how to:

  • Create a triggered event that sends an email alert
  • Update a field value based on another field selection
  • Create a History record and schedule a Call when a specific Detail record is created

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PRODUCT: GoldMine CRM

AUDIENCES: Developers Administrators

Bob Francis
Application Specialist at UpCurve Cloud
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