New Connection: Understanding Your Customers with Salesforce

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