Automation Template:

Send a Salesforce lead to a Shopify customer

icon: time saved Save 3 minutes every workflow run.
icon: personalize Every step is 100% customizable.

Start with this template

Retain customer loyalty by connecting your converted leads from Salesforce to Shopify. This template sends contact details from Salesforce to a Shopify customer when a lead converts. Keep the momentum going by bridging the gap between these two major platforms.

Included 7-day free trial for all plans.

Included Live chat, email support included.

Included Expert workflow setup service available.

Workflow Steps:

salesforce logo icon

Step 1. Every time this happens:

A new lead is created in Salesforce

shopify logo icon

Step 2. Then...

A customer is created or updated in Shopify

🎉

Loved by 1k+ brands using Shopify & Shopify Plus.

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Frequently Asked Questions

What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.

How to get started

1 how it works: add mesa from shopify app store

Add MESA

Easily add on your Shopify store and free to get started.

2 how it works: connect the apps you use everyday

Connect Apps

We have all the apps your ecommerce business needs.

3 how it works: relax on a beach while your work is completed automatically

Chill Out

Save hours every week from your new automation lifestyle.

The easiest way to automate Shopify stores

Get started with a free 7-day trial. See how much you can accomplish today.

“Not only did they create customized workflows that saved us from using a developer, the support is amazing.”

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Tea Drops

“Simple and easy to use. Lots of integrations and tons of ways to customize. Great staff to help accomplish goals.”

★★★★★

Knowing Labs

“Their support team has been great and they've helped setup a number of workflows for us quickly.”

★★★★★

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