Shopify Retail POS + Salesforce workflows
MESA is the fastest way to automate Shopify Retail POS to Salesforce. 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 Shopify Retail POS to Salesforce 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 Shopify Retail POS with Salesforce? Try MESA free for 7 days.
Our support team will help you set up your first workflow for free.
Build any workflow with these Shopify Retail POS and Salesforce steps
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Shopify Retail POS docs in our knowledge base.
Why automate Shopify Retail POS to Salesforce?
Shopify Retail POS to Salesforce automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Keep track of your most valuable customers.
Create a new HubSpot contact when a customer purchases a high-value item from your retail store.
Keep minors from purchasing age-restricted products.
Verify the identity of customers purchasing age-restricted products and cancel orders that fail to qualify.
Keep your warehouse stocked with the products they need.
Convert new in-store orders into a CSV file and send it to your 3PL warehouse.
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 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.
