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Ping

Ping captures client interactions from meetings and emails, automates notes and follow-ups, and gives accounting firms real-time intelligence

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Written by Leeor Aharon

This integration allows you to streamline your workflow by connecting Anchor to Ping.

Below, we'll guide you through how this integration works and what you can expect.

Connect with Ping

  1. Get your API key from Anchor

    Go to Settings β†’ API Keys β†’ Generate API Key.

  2. Go to pingassistant.com

    Open the Anchor integration under Settings β†’ Integrations β†’ Other integrations.

  3. Enter your API key in Levvy

    • Paste the API key you copied from Anchor.

    • Add the email of the team member on whose behalf automations will run.

  4. Click Connect

    Once the connection is successful, you'll see a green Connected status and a Disconnect button will appear.

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