Anchor

We are excited to introduce an integration with Anchor, a leading proposal and payments solution. This integration allows you to streamline your workflow by connecting Client Hub to Anchor, making it easier to manage client relationships, track services, and automate Job creation upon proposal approval.
Below, we’ll guide you through how this integration works and what you can expect.

How the Integration Works

The main advantage of the Client Hub integration is that once an Anchor proposal is approved, it will automatically:

• Create a new Workspace in Client Hub (if the Client doesn’t exist).
• Send an invite to the client user to join the workspace
• Create Jobs based on the services mapped to Job Templates.

___________________________________________________________________________________

How to Connect Client Hub and Anchor

• Log into your Client Hub account (Admin users only)
• In the Setup & Settings page, copy your Anchor API key from Advanced > Premium Integrations > Anchor.
• Log into your Anchor account and paste your Anchor API key into Anchor under Settings > Integrations > Client Hub.
• Map your Anchor services to your Job Templates in Client Hub.

___________________________________________________________________________________

Once a Proposal is Approved in Anchor

A) A workspace gets created in Client Hub

• **If the Client does not exist in Client Hub (by email address):
• Anchor will create the Workspace (client)
• Send an invite to the client users to join the workspace
• **If the Client already exists:
  • If the company name in Anchor matches the organization name in Client Hub exactly, Anchor will use the existing workspace in Client Hub.
  • If the company name in Anchor doesn't match a workspace name in Client Hub, but a client user with the same email address exists in another workspace, no actions will happen in Client Hub, and you'll receive an email notification to complete the action manually.

B) Jobs get created in the Internal Workspace for the client in Client Hub.

• Once a proposal is approved in Anchor, Job(s) will be created in Client Hub using the mapped Job Templates. Review these newly created Jobs and update the Job Assignee & Repeat Rules as necessary.

Click here to watch the video.