🤝 Anchor Integration with Client Hub

We’re excited to announce our integration with Anchor, a leading proposal and payments platform. This connection helps you streamline client onboarding by triggering actions in Client Hub once the proposal is completed by your client in Anchor.

🚀 What the Integration Does

Once a proposal is approved in Anchor, the integration will automatically:

Create a new Client Workspace in Client Hub (if it doesn’t already exist)
Invite the client user to join the workspace
Create Jobs based on the services selected in the proposal and mapped to Job Templates in Client Hub

🔧 How to Connect Client Hub and Anchor

Only Admin users can connect the integration. Here’s how:

Log in to Client Hub
Go to Setup & Settings > Advanced > Premium Integrations > Anchor
Copy your Anchor API key
Log in to your Anchor account
Go to Settings > Integrations > Client Hub
Paste your API key into the Client Hub integration field in Anchor
Map your Anchor services to the appropriate Job Templates in Client Hub

📬 What Happens When a Proposal is Approved in Anchor

A) Workspace Creation

If the client does not exist in Client Hub (matched by email):
- A new Workspace is created
- An invite is sent to the client user to join the workspace
  If the client already exists:
- If the company name in Anchor matches the organization name in Client Hub → the existing workspace is used
- If there’s a mismatch in company name but a user with the same email exists in another workspace → no action is taken and you'll receive an email notification to review manually

B) Job Creation

Jobs will be created in the client’s Internal Workspace
These Jobs are based on the Job Templates you mapped to your Anchor services
After creation, be sure to:
- Assign the appropriate team member
- Review and adjust Repeat Rules, if needed