Article
•
13 min
Salesforce + Email made easy.
Make integrations that help your business operate in more competitive ways.
When this happens in Salesforce...
Do this with Email by MESA...
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.
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.
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.
Inform the store owner with an email when the Shopify store's theme is updated.
Stay informed when product inventory runs out of stock.
Alert your marketing team via email when a Shopify product becomes out of stock.
Sell downloadable products from your Shopify store.
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.
First, create a new workflow in MESA.Workflows are simply the steps of an automation that runs automatically.
-
Next, pick one of the apps as a trigger step.
This is what kicks off your automation to run automatically.
-
Then, choose an action step from another app.
This is the "ah-ha" moment you've been waiting for...
-
Lastly, personalize the data being sent from one app to another.
Use the various fields to personalize your workflow.
-
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:
Start your workflow when...
- Receive Email
- Trigger a workflow by sending an email to a custom MESA email address.
- Account Created
- Starts when an account is created.
- Account Updated
- Starts when an account is modified.
- Contact Created
- Starts when a contact is created.
- Contact Updated
- Starts when a contact is modified.
- Lead Created
- Starts when a lead is created.
- Lead Updated
- Starts when a lead is modified.
- Lead Converted
- Starts when a lead is converted.
- Opportunity Created
- Starts when an opportunity is created.
- Opportunity Updated
- Starts when an opportunity is modified.
- Order Created
- Starts when an order is created.
- Order Updated
- Starts when an order is modified.
- Pricebook Entry Created
- Starts when a pricebook entry is created.
- Pricebook Entry Updated
- Starts when a pricebook entry is modified.
- Product Created
- Starts when a product is created.
- Product Updated
- Starts when a product is modified.
- Custom Created
- Starts when a custom is created.
- Custom Updated
- Starts when a custom is modified.
Then, make your workflow do this...
- Send Email
- Send an Email to specified recipient(s).
- 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.
Loved by 1k+ brands using Shopify & Shopify Plus.
Expert Workflow Setup
Let our team craft the perfect workflow for you in 1 business day or less.
Request a WorkflowLearn more about Email by MESA integrations
Article
•
11 min
How To Add Shopify Low Stock Alert Instantly
Article
•
10 min
Receive an email when a product goes out of stock
Article
•
10 min
Create an email signup to your favorite marketing platform
Article
•
5
Best Email Marketing Apps for Your Shopify Store
Article
•
3 min
Notify Location Managers About Local Pickup Orders
Article
•
2 min