Ekklo Integrations

Blocks a client. This action is idempotent.

Creates a new client and sends them an invitation email.

Duplicates an existing program (template or instance) and assigns the independent copy to a single client.

Unblocks a client. This action is idempotent.

Updates an existing prospect. Only provided fields are changed.

Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing).

Finds a client by their exact email address.

Finds clients with optional filters.

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

Finds a prospect by email, or creates one if not found.

Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email.

Creates a new prospect in your CRM funnel.

Resends the invitation email to a client.

Updates an existing client. Only provided fields are changed.

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.

Finds a client by their unique ID.

Finds a prospect by their exact email address.

Finds programs (templates or assigned instances) with optional filters.

Finds a client by email, or creates one if not found.