This integration streamlines your workflow by connecting Anchor to Keeper, automating the creation of contacts, clients, and tasks based on proposal content once a proposal is accepted.
Key features of the Keeper integration
Automatic client, contact and task creation:
Upon proposal approval, Anchor will automatically:
Create a new client and contact in Keeper (if the contact and client don't already exist).
Create tasks based on the mapped templates.
Connecting to Keeper
Request your Client ID and Client Secret from the Keeper support team
Insert your Anchor API key into Anchor under Settings > Integrations > Client Hub.
How the integration works
1. Creating clients and contacts in Keeper
Once a proposal is approved in Anchor, a client will be created in Keeper if needed.
If the contact doesn't exist in Keeper (by email address):
Anchor will create both the client and the associated contact.
If the contact already exists:
If the company name in Anchor matches the client name in Keeper exactly, Anchor will use the existing client and contact in Keeper.
If the company name in Anchor doesn’t match the client name in Keeper, the contact, client, and tasks won’t be created automatically. You’ll receive an email notification prompting you to manually select the correct client in Keeper for task generation based on the agreement in Anchor.
2. Creating tasks in Keeper
Once a proposal is approved in Anchor, tasks will automatically be created in Keeper for the contact linked to the agreement, based on the mapping between Anchor services and Keeper task templates. You can set up this mapping between your Anchor services and Keeper task templates on the integration page.