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Goldmine: Integration into web application

Posted on 2004-09-21
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Last Modified: 2006-11-17
Hi!

I am about to add a new feature to my companies website (ASP.net/VB.net/MS SQL 2000) where new leads can be entered by anybody and sales reps can assume responsibility for them. The leads are actual events (in the meaning of social functions) that my company promotes on behalf of our clients. (We would like to have this lead management in our own webapplication instead of something like salesforce.com because the promotions are being done by email and use invitee profile data stored and managed by the webapplication.)

Our organization is also using GoldMine (version 5.5, but upgrade to 6.5 should be no problem) as a contact manager. Having all the emails and call protocolls and notes organized with the contacts is something we want to keep in the new system. However, how should we go about integrating GoldMine with our lead management in our web application?

One idea would be to have a minimum of contact data handled by the web application, but somehow linking to the appropriate contact in GoldMine. Could it be as simple as have the GoldMine record number in the web application and clicking on a link some JavaScript opens the corresponding record in GoldMine? What would I need to do to get this working? Or should I follow an entirely different approach?

FYI - more info on the background: Our organization is only 2 people right now but we plan to add more people working in rather independent sales and editing posts (home-based, different cities). Since most of them won't be connected to a central office through high speed networks, we assume that we are not going to run GoldMine from a SQL database but using local copies of the data managed by the Borland database engine instead. To secure our data, we might use something like this: http://www.automationprocess.com/products/remote.asp .
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Question by:ddetering
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Expert Comment

by:TommyTupa
ID: 12119149
There is an awful lot to discuss in linking with Goldmine. Will you be needing to do any inserts\updates over the web, or just query Goldmine records?  Just querying is most easily accomplished with DDE.  Whatever method you choose you'll be using Goldmine's AccountNumber.  Documents and examples are available on the FrontRange website but you'll need permissions to get in.  If its allowed here, reply with an email address and I'll send you the examples.  I would also suggest you post your question at this group where there's a much more active GM community: news://gmnews.goldmine.com/Public.GoldMine6.General
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by:ddetering
ID: 12119258
Okay, I will check out those sources, though I have searched some frontrange papers already and couldn't find anything how I can put something on a webpage that, when clicked on, opens a contact window in GoldMine on the client's computer. Maybe I am just lacking experience?
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by:ddetering
ID: 12148506
I've posted my question to public.goldmine.programming - where the experts should be - but what I want does not seem possible. The best I can do is use query strings in the address of a page in my web application that customizes a page to display data I want to see in GoldMine's Views tab for each contact of which I want to display the same kind of data. Not really what I want, though, but I think I have to request closing this.
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ee_ai_construct earned 0 total points
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