Salesforce CRM Integrations
Salesforce is a leading cloud-based customer relationship management (CRM) platform. From client tracking to sales pipeline management, it’s equipped with everything you need to manage your relationship with partners, suppliers, and prospects.
Online stores have a lot to benefit from Salesforce. You can respond to customer requests quickly and learn more about your audience so you can deliver better-personalized marketing campaigns. Salesforce is also completely customizable and has many advanced marketing integrations.
With Mesa and Salesforce together, there's not much you can't do. Mesa removes the typical boundaries of integrators so you can choose to work with a pre-built template or custom create your perfect connection.
Workflow Templates
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Send Customer to Salesforce Contact
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Send Salesforce Product To Shopify Product
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Send Order To Salesforce Contact
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Send Order To Salesforce Lead
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Send Salesforce Lead To Shopify Customer
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Send Shopify Order, Customer and Products to Salesforce
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Shopify Product Created or Updated to Salesforce Product and Pricebook Entry
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Shopify Customer Created or Updated to Salesforce Account
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Shopify Order Created to Salesforce Opportunity and Opportunity Products
Start Salesforce workflows when...
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- Account Created
- Starts when an account is created.
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- Account Updated
- Starts when an account is modified.
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- Contact Created
- Starts when a contact is created.
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- Contact Updated
- Starts when a contact is modified.
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- Lead Created
- Starts when a lead is created.
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- Lead Updated
- Starts when a lead is modified.
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- Lead Converted
- Starts when a lead is converted.
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- Opportunity Created
- Starts when an opportunity is created.
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- Opportunity Updated
- Starts when an opportunity is modified.
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- Order Created
- Starts when an order is created.
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- Order Updated
- Starts when an order is modified.
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- Pricebook Entry Created
- Starts when a pricebook entry is created.
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- Pricebook Entry Updated
- Starts when a pricebook entry is modified.
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- Product Created
- Starts when a product is created.
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- Product Updated
- Starts when a product is modified.
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- Custom Created
- Starts when a custom is created.
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- Custom Updated
- Starts when a custom is modified.
Things you can do with Salesforce workflows...
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- Create Account
- Start a new account.
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- Retrieve Account
- Grab all details about the account.
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- Update Account
- Modify an account.
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- Create or Update Account
- Create or modify an account.
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- Delete Account
- Remove an account.
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- Query Single Account
- Search for a single account.
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- Query Multiple Accounts
- Search for multiple accounts.
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- Create Contact
- Start a new contact.
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- Retrieve Contact
- Grab all details about the contact.
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- Update Contact
- Modify a contact.
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- Create or Update Contact
- Create or modify a contact.
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- Delete Contact
- Remove a contact.
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- Query Single Contact
- Search for a single contact.
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- Query Multiple Contacts
- Search for multiple contacts.
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- Create Lead
- Start a new lead.
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- Retrieve Lead
- Grab all details about the lead.
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- Update Lead
- Modify a lead.
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- Create or Update Lead
- Create or modify a lead.
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- Delete Lead
- Remove a lead.
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- Query Single Lead
- Search for a single lead.
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- Query Multiple Leads
- Search for multiple leads.
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- Create Opportunity
- Start a new an opportunity.
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- Retrieve Opportunity
- Grab all details about the opportunity.
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- Update Opportunity
- Modify an opportunity.
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- Create or Update Opportunity
- Create or modify an opportunity.
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- Delete Opportunity
- Remove an opportunity.
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- Query Single Opportunity
- Search for a single opportunity.
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- Query Multiple Opportunities
- Search for multiple opportunities.
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- Create Opportunity Product
- Start a new opportunity product.
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- Retrieve Opportunity Product
- Grab all details about the opportunity product.
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- Update Opportunity Product
- Modify an opportunity product.
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- Create or Update Opportunity Product
- Create or modify an opportunity product.
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- Delete Opportunity Product
- Remove an opportunity product.
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- Query Single Opportunity Product
- Search for a single opportunity product.
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- Query Multiple Opportunity Products
- Search for multiple opportunity products.
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- Create Order
- Start a new an order.
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- Retrieve Order
- Grab all details about the order.
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- Update Order
- Modify an order.
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- Create or Update Order
- Create or modify an order.
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- Delete Order
- Remove an order.
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- Query Single Order
- Search for a single order.
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- Query Multiple Orders
- Search for multiple orders.
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- Create Order Product
- Start a new order product.
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- Retrieve Order Product
- Grab all details about an order product.
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- Update Order Product
- Modify an order product.
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- Create or Update Order Product
- Create or modify an order product.
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- Delete Order Product
- Remove an order product.
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- Query Single Order Product
- Search for a single order product.
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- Query Multiple Order Products
- Search for multiple order products.
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- Create Pricebook Entry
- Start a new a pricebook entry.
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- Retrieve Pricebook Entry
- Grab all details about the pricebook entry.
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- Update Pricebook Entry
- Modify a pricebook entry.
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- Create or Update Pricebook Entry
- Create or update a pricebook entry.
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- Delete Pricebook Entry
- Remove a pricebook entry.
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- Query Single Pricebook Entry
- Search for a single pricebook entry.
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- Query Mutiple Pricebook Entries
- Search for multiple pricebook entries.
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- Create Product
- Start a new a product.
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- Retrieve Product
- Grab all details about the product.
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- Update Product
- Modify a product.
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- Create or Update Products
- Create or modify a product.
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- Delete Product
- Remove a Product.
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- Query Single Product
- Search for a single product.
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- Query Multiple Products
- Search for multiple products.
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- Create Custom
- Start a new a custom.
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- Retrieve Custom
- Grab all details about the custom.
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- Update Custom
- Modify a custom.
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- Create or Update Custom
- Create or modify a custom.
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- Delete Custom
- Remove a custom.
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- Query Single Custom
- Search for a single custom.
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- Query Multiple Customs
- Search for mutiple customs.
Scale faster by integrating workflows into your Shopify store
Learn more about Salesforce Integrations
Creative Salesforce Workflows
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Add a contact in Salesforce after they've completed their first order online
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Sync purchase history between Shopify and Salesforce to get a single view of in-store and online spending
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Start a sale in Salesforce and let your customers finish it online
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Automatically update a customer's mailing address in Salesforce when they change it on Shopify
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Create a new Salesforce opportunity when a high-volume order is placed
