Shopify logo Salesforce logo icon

Send an updated or new Shopify customer to a Salesforce account

time saved Saves 6 minutes

Copying information from each customer to a third party service is time consuming and staying organized while running a store can be difficult. This template sends a customer from Shopify to Salesforce Accounts whenever a customer is created or updated.

Step 1. Every time this happens:

Shopify logo
A customer is created or updated on Shopify

Step 2. Then do this:

Query for Salesforce account

Step 3. Then do this:

Send customer to Salesforce account

“Not only did they create customized workflows that saved us from using a developer, but 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.”