We are excited to introduce an integration with Client Hub, a leading practice management solution. This integration allows you to streamline your workflow by connecting Anchor to Client Hub, 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.
Automatic Client and Job Creation
The main advantage of the Client Hub integration is that, once a proposal is approved, Anchor will automatically:
Create a new Client in Client Hub (if the Client doesn’t already exist).
Create Jobs based on the mapped Job Templates.
Connecting to Client Hub
Log into Client Hub
Go to Setup & Settings > Advanced > Premium Integrations.
Select Anchor.
Create and copy the Anchor API key.
Insert your Anchor API key into Anchor under Settings > Integrations > Client Hub.
How the Integration Works
1. Creating Clients in Client Hub
Once a proposal is approved in Anchor, a Client will be created in Client Hub if needed.
If the Client does not exist in Client Hub (by email address):
Anchor will create both the Client and the associated organization.
Your client will receive an invite to their client company workspace in Client Hub.
If the Client already exists:
If the company name in Anchor matches the organization name in Client Hub exactly, Anchor will use the existing organization and Client in Client Hub.
If the company name in Anchor doesn't match the organization name in Client Hub, the Client, organization and Jobs won't be created, and you'll receive an email notification to manually complete the action.
2. Creating Jobs in Client Hub
Once a proposal is approved in Anchor, a Job will be created in Client Hub for the contact assigned to the agreement using the mapped Job Templates.
Once a proposal is approved in Anchor, Jobs will automatically be created in Client Hub for the contact assigned to the agreement, based on the mapping between Anchor services and Client Hub Job Templates. You can set up this mapping between your Anchor services and Client Hub Job Templates on the integration page.