Salesforce + Loop
made easy.

MESA is the easiest way to create Salesforce and Loop 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…
loop logo icon Do this with Loop by MESA…
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salesforce logo icon loop logo icon Salesforce to Loop integration

How does Loop work with Salesforce?

With Salesforce and Loop 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.

  • Efficient Data Retrieval

    loop logo icon

    Loop facilitates easy access to large sets of data, such as product information, customer behavior, or sales trends. You can quickly retrieve relevant data, saving time and effort that can be reallocated to more strategic tasks.

  • Automated Data Processing

    loop logo icon

    Loop's ability to iterate over data results enables automated processing of various data sets. Whether it's segmenting customers for targeted marketing or analyzing seasonal sales patterns, enjoy more accurate and timely insights.

  • Enhanced Reporting and Analysis

    loop logo icon

    By iterating over specific data points, you can create customized reports that cater to your business's unique needs, aiding in more informed decision-making.

  • Scalable Solutions

    loop logo icon

    As your Shopify store grows, so does the complexity and volume of data. Loop ensures that you can efficiently handle increasing data sets without significant changes to your existing structure.

  • Solve more business-critical tasks

    loop logo 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 Loop

Connecting Salesforce to Loop has never been easier. With MESA, making complex integrations between Salesforce and Loop 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 Loop workflow and MESA will start doing this work for you. Look at you embracing the automation lifestyle!

Build your own Salesforce Loop 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…

  • Loop
    Repeat the next step in your workflow for each value identified in the step.
  • Map
    Map items in an array to a new list of text items.
  • Number of matches
    Return the number of items that match a specific criteria.
  • Sum
    Calculate the total of all items matching a specific criteria.
  • 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! 🚀