Salesforce + Email
made easy.

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

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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

    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...

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

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