Salesforce + Recharge workflows
MESA is the fastest way to automate Salesforce to Recharge. MESA gives you complete control over which fields you send, how they're formatted, and when the sync happens, all without touching a line of code. Start with a pre-built template that matches your needs, customize it with the help of AI, or build something completely unique in under 10 minutes.
No templates yet? We'll help you build it
Our automation experts can help you create a custom Salesforce to Recharge workflow tailored to your needs.
Get hands-on support from our team to design and set up the workflow you're after—no code required.
Get help building your workflow →1,000+ merchants trust MESA to help them multiply their impact without multiplying their work.
Ready to integrate Salesforce with Recharge? Try MESA free for 7 days.
Our support team will help you set up your first workflow for free.
Build any workflow with these Salesforce and Recharge steps
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Salesforce docs in our knowledge base.
Why automate Salesforce to Recharge?
Salesforce to Recharge automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Unified Customer View
By integrating Salesforce with your Shopify store, all customer data is consolidated in one place. This unified view enables you to understand your customers better, personalize their shopping experience, and anticipate their needs.
Automate Sales & Marketing
Create targeted campaigns that trigger based on specific customer actions or data in Shopify. Whether it's a follow-up email after a purchase, a special offer on a birthday, or a re-engagement campaign for inactivity, automating these ensures timely communication.
Enhanced Lead Management
Track potential customers and leads directly from your Shopify store into Salesforce. By identifying where your leads are coming from and their interactions with your store, you can tailor your sales approach and nurture these leads through the sales funnel more effectively.
Automate Subscription Billing
By integrating Recharge with your Shopify store, you can effortlessly manage recurring billing for subscription products. Whether it's weekly, monthly, or customized subscription intervals, this integration takes care of automatic billing, so you don’t have to worry about manual invoicing or missed payments.
Offer Flexible Subscriptions
Want to give your customers more choices? With Recharge, you can provide various subscription plans, bundles, or personalized options right on your Shopify store. Let customers choose the frequency, quantity, or even mix and match products for their subscription. It's all about enhancing customer experience and boosting retention.
Synchronize Subscription Inventory
Keep track of your subscription-based inventory effortlessly. Integrating Recharge with Shopify ensures that your inventory levels are automatically updated based on subscription orders. This seamless connection helps you to manage stock levels efficiently and avoid overselling or stockouts.
Automate your work in less clicks
MESA makes automation achievable so you can multiply your impact without multiplying the work.
Try MESA for free 7-day trial included. Cancel anytime.Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours
Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.
Real humans, always
Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.
