Salesforce is a leading cloud-based customer relationship management (CRM) platform. From client tracking to sales pipeline management, it’s equipped with everything you need to manage your relationship with partners, suppliers, and prospects.
Online stores have a lot to benefit from Salesforce. You can respond to customer requests quickly and learn more about your audience so you can deliver better-personalized marketing campaigns. Salesforce is also completely customizable and has many advanced marketing integrations.
With MESA and Salesforce together, there's not much you can't do. MESA removes the typical boundaries of integrators so you can choose to work with a pre-built template or custom create your perfect connection.
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Add workflows to handle your everyday tasks working on Shopify.
Add a contact in Salesforce after they've completed their first order online.
Keep Salesforce in sync when customer activity on Shopify occurs.
Sync purchase history to get a single view of in-store and online spending.
Create a single source of truth for your customer data.
Start a sale in Salesforce and let customers finish it online.
Create draft orders in Shopify when sales are set up offline.
Update a customer's mailing address when they change it on Shopify.
Sync custom changes so your customer data remains accurate.
Create a new Salesforce opportunity when a high-volume order is placed.
Segment customers that require a higher-level sales process.
Help & Documentation.
How to start building integrations to Salesforce
This help article walks you through connecting Salesforce with your Shopify store to make any automation.