Salesforce https://www.salesforce.com
Automate Your Everyday Salesforce Tasks
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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Loved by 1k+ brands using Shopify & Shopify Plus.
How to Automate Salesforce
Creative ways to add Salesforce automations to save you hours every week.
- Make This Integration
Add a contact in Salesforce after they've completed their first order online.
Keep Salesforce in sync when customer activity on Shopify occurs.
- Make This Integration
Sync purchase history to get a single view of in-store and online spending.
Create a single source of truth for your customer data.
- Make This Integration
Start a sale in Salesforce and let customers finish it online.
Create draft orders in Shopify when sales are set up offline.
- Make This Integration
Update a customer's mailing address when they change it on Shopify.
Sync custom changes so your customer data remains accurate.
- Make This Integration
Create a new Salesforce opportunity when a high-volume order is placed.
Segment customers that require a higher-level sales process.
- Get Started
Complimentary Workflow Setup Services
What automation would help you get more everyday tasks done? Let us make the workflow for you.
