New App Integration: Understanding Your Customers with Salesforce

Mesa is the only eCommerce automation platform exclusive to Shopify & Shopify Plus. Use our premade templates and no-code workflow builder to connect any project or application seamlessly. We’re happy to announce Salesforce workflow templates are available now!

###

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 to start your 14-day free trial
• Sign up for Salesforce, if you don’t already have an account
• You can jump straight into Mesa’s workflow builder
• Or jumpstart your automation using pre-made, workflow templates:

Get Mesa – 14 Day Free Trial

Master productivity instantly by automating any repeatable task or process with the ease of Mesa’s point-and-click setup. Our Customer Success team is here 24/7 to help set up and configure any workflows so you can get more done today.