Send a Shopify Order to a Salesforce Opportunity and Opportunity Products
Save 15 minutes
every workflow run.
Every step is 100% customizable.Reduce the need to micromanage the process of transferring information from one platform to another. This template will send orders from Shopify to Salesforce Opportunity and Opportunity Products once the order is created. This gives you the ability to easily track when orders are potential opportunities to gain more sales. It is required that you have installed and configured the following templates before continuing with this template: Send an updated or new Shopify Customer to a Salesforce account and Send an updated or new Shopify Product to a Salesforce Product and Pricebook entry.
Forever free plan available.
7-day free trial for premium plans.
Live chat, email support included.
Complimentary template customizations.
Workflow Steps:
Step 1. Every time this happens:
An Shopify order is created
Step 2. Then...
Query for Salesforce account
Step 3. Then...
Find the order's variants' id
Step 4. Then...
Query for Salesforce product
Step 5. Then...
Send order to Salesforce Opportunity and Opportunity Products
Frequently Asked Questions
What is a template?
Can I personalize a template?
Can MESA handle the workflow setup for me?
Loved by 1k+ brands using Shopify & Shopify Plus.
How To Get Started
Add MESA
Easy to add on your Shopify store and free to get started.
Connect Apps
We have all the apps your ecommerce business needs.
Chill Out
Save hours every week from your new automation lifestyle.
Automate the everyday challenges of running a Shopify store.
“Not only did they create customized workflows that saved us from using a developer, and the support team is amazing.”
★★★★★
Tea Drops“Simple and easy to use. Great staff to help support and accomplish goals. Lots of integrations and tons of ways to customize.”
★★★★★
Knowing Labs“MESA automated our tasks. Their support team has been great and they've helped setup a number of workflows for us quickly.”
★★★★★
Beauti