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Workspace Integrations

How to setup advanced workspace integrations

Kim Rounsefell avatar
Written by Kim Rounsefell
Updated over 3 weeks ago

Integrating Your MDC Strategy Data with Other Systems

Majority of integrations occur at a business level however we do have a couple that occur at an account level, that as the team owner of the account can setup and manage.

At My Digital CMO, we understand the importance of seamlessly integrating your data with other systems you use. That's why we offer a variety of integration options to make your workflow more efficient and effective.

Current Integrations

We currently offer two integrations that occur at the account level:

To setup these integrations:

  • Navigate to Settings > Master Settings

  • Scroll to 'Integrations'

Zapier

Our Zapier integration allows you to connect your My Digital CMO data with over 2,000 other apps. With a growing library of actions and triggers, you can easily automate tasks and streamline your workflow.

To get started with Zapier, all you need is a Zapier account. Once you have an account, you can set up and manage your integrations at the account level.

Quickbooks

If you use Quickbooks as your accounting system, our Quickbooks integration can save you time and effort by sending timelogs directly to Quickbooks. This is especially useful if you use our timesheets feature.

To use this integration, you will need a Quickbooks account and have time tracking enabled for at least one business in MDC. Once these prerequisites are met, you can easily set up and manage the integration at the account level.

At My Digital CMO, we are constantly working to expand our integration options and make your experience even better. Keep an eye out for new integrations in the future!

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