Client onboarding just got a whole lot easier! At Client Hub, we’re thrilled to announce our new integration with Anchor, designed to eliminate the manual tasks involved in setting up workspaces, adding jobs, and inviting client users. This powerful automation saves you time, so you can focus on what matters most: delivering outstanding service to your clients.
Here’s a closer look at how this integration works and how to set it up.
How the Integration Works
When a client signs a proposal in Anchor, the integration automates three key tasks in Client Hub:
- Creates a Client Workspace: A dedicated workspace is automatically set up for the new client.
- Invites the Client User: The client receives an invitation to join their workspace, ensuring seamless collaboration.
- Adds Job Templates: Job templates corresponding to the client’s services are added to your internal workspace, ready for assignment to your team members.
Step-by-Step Setup
Setting up the integration is a breeze. Here’s how you can get started:
1. Generate Your API Key in Client Hub
- Navigate to the Setup and Settings page in Client Hub.
- Under the Advanced section, select Premium Integrations.
- Choose Anchor and generate an API key.
2. Connect Client Hub with Anchor
- Head to the Integration Page in Anchor.
- Click Connect Client Hub and paste the API key.
3. Map Service Items to Job Templates
- Use the mapping page in Client Hub to align your Anchor service items with your Client Hub job templates.
- Select the appropriate templates from the dropdown menus.
With the mapping complete, your integration is fully set up!
Putting the Integration to Work
Here’s an example of the integration in action:
- Create a Proposal in Anchor
- Let’s say you’re offering monthly bookkeeping and payroll services.
- Create and send the proposal to your client from Anchor.
- Client Accepts the Proposal
- Once the client accepts, a workspace is automatically created in Client Hub.
- The client user is invited to join the workspace.
- Review and Assign Jobs
- The service items from the proposal are converted into jobs in the workspace.
- Review these jobs, assign them to the appropriate team members, and set the start and due dates.
Why This Integration Matters
The Client Hub-Anchor integration streamlines the entire client onboarding process. By automating repetitive tasks, it saves you time, reduces errors, and ensures a seamless experience for both your team and your clients.
Ready to simplify your workflow? Visit www.clienthub.app to learn more and get started with this game-changing integration today!
With this integration, client onboarding is no longer a hassle—it’s a seamless, automated process. Say goodbye to manual tasks and hello to efficiency!