Salesforce + Email
made easy.

Make integrations that help your business operate in more competitive ways.

salesforce logo icon When this happens in Salesforce...
email logo icon Do this with Email by MESA...
Start Free on
★★★★★ 5.0 Shopify App Store
salesforce logo icon email logo icon Salesforce to Email integration

How does Email work with Salesforce?

With Salesforce and Email by MESA connected, you can get more accomplished so your business can thrive.

  • Notify support when negative surveys are received.

    email logo icon

    Send an email to your customer service team when a customer responds to a survey with a low satisfaction rating.

  • Notify logistics when high-value orders are delayed.

    email logo icon

    Notify your logistics team via email when an order (that costs more than $100) has not been delivered within 15 days.

  • Get notified when your Shopify theme changes.

    email logo icon

    Inform the store owner with an email when the Shopify store's theme is updated.

  • Stay informed when product inventory runs out of stock.

    email logo icon

    Alert your marketing team via email when a Shopify product becomes out of stock.

  • Sell downloadable products from your Shopify store.

    email logo icon

    Send customers an email with links to download their purchased digital files.

How to connect Salesforce to Email

Time needed: 3 minutes.

Connecting Salesforce to Email has never been easier. With MESA, making complex integrations between Salesforce and Email by MESA only takes a few minutes.

  1. Included
    First, create a new workflow in MESA.

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

  2. Included
    Next, pick one of the apps as a trigger step.

    This is what kicks off your automation to run automatically.

  3. Included
    Then, choose an action step from another app.

    This is the "ah-ha" moment you've been waiting for...

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

    Use the various fields to personalize your workflow.

  5. Included
    Finished!

    Just turn on this Salesforce to Email workflow and MESA will start doing this work for you.

Supported Salesforce & Email by MESA workflow steps:

Then, make your workflow do this...

  • Image
    Send Email
    Send an Email to specified recipient(s).
  • Image
    Create Account
    Start a new account.
  • Image
    Retrieve Account
    Grab all details about the account.
  • Image
    Update Account
    Modify an account.
  • Image
    Create or Update Account
    Create or modify an account.
  • Image
    Delete Account
    Remove an account.
  • Image
    Query Single Account
    Search for a single account.
  • Image
    Query Multiple Accounts
    Search for multiple accounts.
  • Image
    Create Contact
    Start a new contact.
  • Image
    Retrieve Contact
    Grab all details about the contact.
  • Image
    Update Contact
    Modify a contact.
  • Image
    Create or Update Contact
    Create or modify a contact.
  • Image
    Delete Contact
    Remove a contact.
  • Image
    Query Single Contact
    Search for a single contact.
  • Image
    Query Multiple Contacts
    Search for multiple contacts.
  • Image
    Create Lead
    Start a new lead.
  • Image
    Retrieve Lead
    Grab all details about the lead.
  • Image
    Update Lead
    Modify a lead.
  • Image
    Create or Update Lead
    Create or modify a lead.
  • Image
    Delete Lead
    Remove a lead.
  • Image
    Query Single Lead
    Search for a single lead.
  • Image
    Query Multiple Leads
    Search for multiple leads.
  • Image
    Create Opportunity
    Start a new an opportunity.
  • Image
    Retrieve Opportunity
    Grab all details about the opportunity.
  • Image
    Update Opportunity
    Modify an opportunity.
  • Image
    Create or Update Opportunity
    Create or modify an opportunity.
  • Image
    Delete Opportunity
    Remove an opportunity.
  • Image
    Query Single Opportunity
    Search for a single opportunity.
  • Image
    Query Multiple Opportunities
    Search for multiple opportunities.
  • Image
    Create Opportunity Product
    Start a new opportunity product.
  • Image
    Retrieve Opportunity Product
    Grab all details about the opportunity product.
  • Image
    Update Opportunity Product
    Modify an opportunity product.
  • Image
    Create or Update Opportunity Product
    Create or modify an opportunity product.
  • Image
    Delete Opportunity Product
    Remove an opportunity product.
  • Image
    Query Single Opportunity Product
    Search for a single opportunity product.
  • Image
    Query Multiple Opportunity Products
    Search for multiple opportunity products.
  • Image
    Create Order
    Start a new an order.
  • Image
    Retrieve Order
    Grab all details about the order.
  • Image
    Update Order
    Modify an order.
  • Image
    Create or Update Order
    Create or modify an order.
  • Image
    Delete Order
    Remove an order.
  • Image
    Query Single Order
    Search for a single order.
  • Image
    Query Multiple Orders
    Search for multiple orders.
  • Image
    Create Order Product
    Start a new order product.
  • Image
    Retrieve Order Product
    Grab all details about an order product.
  • Image
    Update Order Product
    Modify an order product.
  • Image
    Create or Update Order Product
    Create or modify an order product.
  • Image
    Delete Order Product
    Remove an order product.
  • Image
    Query Single Order Product
    Search for a single order product.
  • Image
    Query Multiple Order Products
    Search for multiple order products.
  • Image
    Create Pricebook Entry
    Start a new a pricebook entry.
  • Image
    Retrieve Pricebook Entry
    Grab all details about the pricebook entry.
  • Image
    Update Pricebook Entry
    Modify a pricebook entry.
  • Image
    Create or Update Pricebook Entry
    Create or update a pricebook entry.
  • Image
    Delete Pricebook Entry
    Remove a pricebook entry.
  • Image
    Query Single Pricebook Entry
    Search for a single pricebook entry.
  • Image
    Query Mutiple Pricebook Entries
    Search for multiple pricebook entries.
  • Image
    Create Product
    Start a new a product.
  • Image
    Retrieve Product
    Grab all details about the product.
  • Image
    Update Product
    Modify a product.
  • Image
    Create or Update Products
    Create or modify a product.
  • Image
    Delete Product
    Remove a Product.
  • Image
    Query Single Product
    Search for a single product.
  • Image
    Query Multiple Products
    Search for multiple products.
  • Image
    Create Custom
    Start a new a custom.
  • Image
    Retrieve Custom
    Grab all details about the custom.
  • Image
    Update Custom
    Modify a custom.
  • Image
    Create or Update Custom
    Create or modify a custom.
  • Image
    Delete Custom
    Remove a custom.
  • Image
    Query Single Custom
    Search for a single custom.
  • Image
    Query Multiple Customs
    Search for mutiple customs.

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

Logo: GLDN Logo: MUD/WTR Logo: Bartesian Logo: Allure Logo: Chubbies
free workflow setup

Expert Workflow Setup

Let our team craft the perfect workflow for you in 1 business day or less.

Request a Workflow