Salesforce + Data
made easy.

MESA is the easiest way to create Salesforce and Data integrations so you can automate any work - no code required.

MESA empowers you to build any solution. Scale faster and more efficiently than ever before. When you're able to build your ideas, you're free to explore unique ways to expand your role and business. What will you make today?

salesforce logo icon When this happens in Salesforce…
database icon Do this with Data by MESA…
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salesforce logo icon database icon Salesforce to Data integration

How does Data work with Salesforce?

With Salesforce and Data by MESA integrations, you can get more done in days, not months. Automate the work that solves your everyday problems and the challenges currently holding back your progress.

  • Centralized Data Management

    database icon

    Centralize your product, customer, and order data so you can manage information from one place. This improves efficiency and consistency across different aspects of your store.

  • Enhanced Reporting and Analysis

    database icon

    Consolidate data to generate more comprehensive reports. This helps in understanding customer behavior, sales trends, and other vital insights, allowing for more strategic decision-making.

  • Multi-channel Synchronization

    database icon

    If you are selling across multiple channels, integrating your database with Shopify ensures that product information are consistent, enhancing your multichannel selling strategy.

  • Security and Compliance

    database icon

    Storing sensitive information in a secured database to ensure that data handling complies with various regulations. This adds a layer of protection for both your business and your customers.

  • Cost Savings

    database icon

    Automated and efficient data handling reduces manual labor costs and minimizes the risk of human error, leading to potential cost savings.

  • Solve more business-critical tasks

    database icon

    MESA helps you simplify your operations into efficient workflows that run immediately when the work happens. More ideas are now possible and more challeneges can be solved through the power of no-code automation solutions.

Loved by 1k+ brands using Shopify & Shopify Plus.

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How to connect Salesforce to Data

Connecting Salesforce to Data has never been easier. With MESA, making complex integrations between Salesforce and Data by MESA only takes a few minutes — no code required. Automate basic data entry or connect the systems that run your business. Solve more business-critical problems with MESA and accomplish more with less resources.

  1. First, create a new workflow in MESA.

    Workflows are simply the steps of an automation that runs automatically.

  2. Next, pick one of the apps as a trigger step - this will start your workflow.

    This is what kicks off your automation to run automatically.

  3. Then, choose an action step from another app for unique customization.

    This is where the magic happens. 🪄

  4. Lastly, personalize the data being sent from one app to another.

    Use the various fields within each stel to personalize your workflow. Test your automation to ensure everything is running properly.

  5. Finished!

    Just turn on this Salesforce to Data workflow and MESA will start doing this work for you. Look at you embracing the automation lifestyle!

Build your own Salesforce Data by MESA workflows using these steps

Quickly make any workflow between two or more apps.

These are actions. Workflows can multiple actions to make personalized integrations. Use any of these action steps to make your workflow do…

  • Create Record
    Create a new record in a new or existing table.
  • Update Record
    Update an existing record in a table.
  • Update or Create Record
    Update and existing record if found, otherwise create a new record.
  • Query
    Run a custom SQL query to fetch a specific list of records in a table.
  • Retrieve Record
    Retrieve a single record from a table by specifying its ID.
  • Delete Record
    Delete a single record in a table.
  • Create Account
    Start a new account.
  • Retrieve Account
    Grab all details about the account.
  • Update Account
    Modify an account.
  • Create or Update Account
    Create or modify an account.
  • Delete Account
    Remove an account.
  • Query Single Account
    Search for a single account.
  • Query Multiple Accounts
    Search for multiple accounts.
  • Create Contact
    Start a new contact.
  • Retrieve Contact
    Grab all details about the contact.
  • Update Contact
    Modify a contact.
  • Create or Update Contact
    Create or modify a contact.
  • Delete Contact
    Remove a contact.
  • Query Single Contact
    Search for a single contact.
  • Query Multiple Contacts
    Search for multiple contacts.
  • Create Lead
    Start a new lead.
  • Retrieve Lead
    Grab all details about the lead.
  • Update Lead
    Modify a lead.
  • Create or Update Lead
    Create or modify a lead.
  • Delete Lead
    Remove a lead.
  • Query Single Lead
    Search for a single lead.
  • Query Multiple Leads
    Search for multiple leads.
  • Create Opportunity
    Start a new an opportunity.
  • Retrieve Opportunity
    Grab all details about the opportunity.
  • Update Opportunity
    Modify an opportunity.
  • Create or Update Opportunity
    Create or modify an opportunity.
  • Delete Opportunity
    Remove an opportunity.
  • Query Single Opportunity
    Search for a single opportunity.
  • Query Multiple Opportunities
    Search for multiple opportunities.
  • Create Opportunity Product
    Start a new opportunity product.
  • Retrieve Opportunity Product
    Grab all details about the opportunity product.
  • Update Opportunity Product
    Modify an opportunity product.
  • Create or Update Opportunity Product
    Create or modify an opportunity product.
  • Delete Opportunity Product
    Remove an opportunity product.
  • Query Single Opportunity Product
    Search for a single opportunity product.
  • Query Multiple Opportunity Products
    Search for multiple opportunity products.
  • Create Order
    Start a new an order.
  • Retrieve Order
    Grab all details about the order.
  • Update Order
    Modify an order.
  • Create or Update Order
    Create or modify an order.
  • Delete Order
    Remove an order.
  • Query Single Order
    Search for a single order.
  • Query Multiple Orders
    Search for multiple orders.
  • Create Order Product
    Start a new order product.
  • Retrieve Order Product
    Grab all details about an order product.
  • Update Order Product
    Modify an order product.
  • Create or Update Order Product
    Create or modify an order product.
  • Delete Order Product
    Remove an order product.
  • Query Single Order Product
    Search for a single order product.
  • Query Multiple Order Products
    Search for multiple order products.
  • Create Pricebook Entry
    Start a new a pricebook entry.
  • Retrieve Pricebook Entry
    Grab all details about the pricebook entry.
  • Update Pricebook Entry
    Modify a pricebook entry.
  • Create or Update Pricebook Entry
    Create or update a pricebook entry.
  • Delete Pricebook Entry
    Remove a pricebook entry.
  • Query Single Pricebook Entry
    Search for a single pricebook entry.
  • Query Mutiple Pricebook Entries
    Search for multiple pricebook entries.
  • Create Product
    Start a new a product.
  • Retrieve Product
    Grab all details about the product.
  • Update Product
    Modify a product.
  • Create or Update Products
    Create or modify a product.
  • Delete Product
    Remove a Product.
  • Query Single Product
    Search for a single product.
  • Query Multiple Products
    Search for multiple products.
  • Create Custom
    Start a new a custom.
  • Retrieve Custom
    Grab all details about the custom.
  • Update Custom
    Modify a custom.
  • Create or Update Custom
    Create or modify a custom.
  • Delete Custom
    Remove a custom.
  • Query Single Custom
    Search for a single custom.
  • Query Multiple Customs
    Search for mutiple customs.
free workflow setup

One-day Workflow Wizards

Not interested in learning another app? Oooh, we get it. Alternatively, turn to a fast, efficient team who is all about getting your perfect workflow up and running in a flash. That's us by the way. In case that wasn't clear.

  1. Tell us about your workflow. Reach out and explain all the nuances to the challenges you're currently facing. Whether it's repetative tasks, keeping business systems in sync or creating new shopping experiences for your customers, our experts will listen
  2. We'll make it in 1 business day. Our experts will hand-craft the workflows to meet your exact needs. They'll setup each the automation on your store with each step configured to match your requirements so all you have to do is turn it on.
  3. Boom! Problem solved. Sit back and relax knowing you have MESA reliably handling this work automatically. Start exploring more ways to strealine your efforts and enjoy the automation lifestyle! 🚀

Learn more about Data by MESA integrations

Be sure to check out our Shopify automation blog. We cover popular topics to help you better manage your work on Shopify through definitie guides, step-by-step tutorials, merchant success stories and more.