What you can automate

When new Client Created in Ekklo, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Client Invited in Ekklo, find or create account, then find or create contact, then add contact to account in Salesflare.

When client Updated in Ekklo, find or create account, then find or create contact, then add contact to account in Salesflare.

About Ekklo

Ekklo is a coaching platform that helps fitness coaches manage their clients, send invitations, and automate client workflows.

Ekklo operations on Zapier

Start a workflow when this happens

Client Blocked — Triggers when a client is blocked (manually or quota exceeded).
Client Updated — Triggers when client information is modified (name, phone, city, etc.).
New Client Created — Triggers when a client creates their account from the mobile app.
New Client Invited — Triggers when you invite a new client.
New Prospect Created — Triggers when a new prospect is added to your CRM.

Show 4 more triggers

Prospect Converted to Client — Triggers when a prospect is converted into a paying client.
Prospect Deleted — Triggers when a prospect is removed from your CRM.
Prospect Stage Changed — Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing).
Prospect Updated — Triggers when an existing prospect is modified (any field).

Things Salesflare can make it do

Add Note to Prospect — Adds a free-form note to a prospect (useful for logging calls, emails, meetings).
Assign Template to Clients — Assigns a program template to one or more clients. Each client receives an independent program instance based on the template.
Block Client — Blocks a client. This action is idempotent.
Convert Prospect to Client — Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email.
Create Client — Creates a new client and sends them an invitation email.

Show 11 more actions

Create Prospect — Creates a new prospect in your CRM funnel.
Delete Prospect — Permanently deletes a prospect from your CRM.
Duplicate Program for Client — Duplicates an existing program (template or instance) and assigns the independent copy to a single client.
Find or Create Client — Finds a client by email, or creates one if not found.
Find or Create Prospect — Finds a prospect by email, or creates one if not found.
Move Prospect to Stage — Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing).
Resend Invitation — Resends the invitation email to a client.
Unblock Client — Unblocks a client. This action is idempotent.
Update Client — Updates an existing client. Only provided fields are changed.
Update Prospect — Updates an existing prospect. Only provided fields are changed.
Update Prospect Qualification Answers — Replaces the prospect's qualification answers. Each field below maps to a question you configured in Ekklo — refresh fields if you recently added or renamed a question.

Look up existing records

Find Client by Email — Finds a client by their exact email address.
Find Client by ID — Finds a client by their unique ID.
Find Clients — Finds clients with optional filters.
Find Programs — Finds programs (templates or assigned instances) with optional filters.
Find Prospect by Email — Finds a prospect by their exact email address.

Show 1 more searches

Find Prospects — Finds prospects with optional filters (free-text search, stage).

Ekklo and Salesflare