Salesforce is the most popular customer relationship management (CRM) solution and is in use by 150,000+ businesses, both big and small. It gives all of a company’s departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
Now that Salesforce is connected to Mesa, you can trigger automations by a variety of Salesforce activities. These include the creation or updating of an account, a contact, lead, product, or opportunity, as well as the conversion of a lead. Mesa can also create, query, retrieve, update, or even delete those Salesforce records.
This opens the door to many actions such as creating a new Salesforce opportunity when a high-volume order is placed or syncing purchase history between Shopify and Salesforce. You can send Shopify draft orders via Salesforce emails or update a customer’s mailing address in Salesforce when they place a new Shopify order.
Get Started with Salesforce and Mesa
Follow these simple instructions to get connected in a matter of minutes:
- Install Mesa on your Shopify store
- Sign up for Salesforce, if you don’t already have an account
- You can jump straight into Mesa’s visual builder
- Or jumpstart your automation using a pre-made template
Get notified of new workflow templates and learn how other Shopify merchants are leveraging automation to fuel growth
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