Salesforce + Smartrr workflows
MESA is the fastest way to automate Salesforce to Smartrr. 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 Smartrr 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 Smartrr? 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 Smartrr 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 Smartrr?
Salesforce to Smartrr 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.
Automated Subscription Renewal Reminders
Send timely reminders to customers ensuring they are aware of upcoming charges and have the option to update their preferences or cancel if needed.
Personalized Marketing Campaigns
Create targeted email or SMS campaigns promoting relevant products and offers to drive customer engagement and increase revenue.
Inventory Forecasting and Replenishment
Predict subscription product demand, allowing for efficient inventory planning, optimized stock levels, and reduced stockouts or overstocking.
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.
