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.
Deploy these templates and customize them with just a few clicks. Our team of automation experts built and tested these workflow templates to get you up and running fast. No code necessary.
Add a contact in Salesforce after they've completed their first order online
Sync purchase history between Shopify and Salesforce to get a single view of in-store and online spending
Start a sale in Salesforce and let your customers finish it online
Automatically update a customer's mailing address in Salesforce when they change it on Shopify
Create a new Salesforce opportunity when a high-volume order is placed
New Connection • 1 min
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.
Ebook • 3 min
In this free guide, you'll learn about creative applications of the Mesa platform for businesses who needed to look beyond the capabilities of pre-defined integrations when bringing Salesforce together with Shopify.
Our California-based, customer success team is happy to help you every step of the way. Whether you need help adding one of our free workflow templates or need a partner to build a custom integration to your Shopify store. Our goal is to help you be successful.
Salesforce is a leading customer relationship manager (CRM) platform that brings your sales, marketing, commerce, and IT teams together
5.0 rating on the Shopify App Store