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CRM

Leading customer relationship manager (CRM) platform

Automate your Shopify store faster using a no-code eCommerce automation platform

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Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform. It allows you to integrate all of your departments together. For example: sales, communities, enablement, and marketing. With Salesforce, you can respond to customer inquiries faster, learn more about your customers, deliver professional and personalized customer experiences, and more.

Creative workflows to use Mesa with Salesforce

  • 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

Ways to start a Salesforce automation...

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    Account Created
    When a new account is created.
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    Account Updated
    When a new account is updated.
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    Contact Created
    When a contact is created.
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    Contact Updated
    When a new contact is updated.
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    Lead Created
    When a lead is created.
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    Lead Updated
    When a lead is updated.
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    Lead Converted
    When a lead is converted.
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    Opportunity Created
    When an opportunity is created.
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    Opportunity Updated
    When an opportunity is updated.
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    Order Created
    When an order is created.
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    Order Updated
    When an order is updated.
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    Pricebook Entry Created
    When a pricebook entry is created.
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    Pricebook Entry Updated
    When a pricebook entry is updated.
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    Product Created
    When a product is created.
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    Product Updated
    When a product is updated.
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    Custom Created
    When a custom is created.
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    Custom Updated
    When a custom is updated.

Things you can do with a Salesforce automation...

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    Create Account
    Create an account.
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    Retrieve Account
    Lookup account.
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    Update Account
    Update an account.
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    Delete Account
    Delete an account.
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    Query Account
    Search for an account.
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    Create Contact
    Create a contact.
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    Retrieve Contact
    Lookup contact.
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    Update Contact
    Update a contact.
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    Delete Contact
    Delete a contact.
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    Query Contact
    Search for a contact.
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    Create Lead
    Create a lead.
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    Retrieve Lead
    Lookup lead.
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    Update Lead
    Update a lead.
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    Delete Lead
    Delete a lead.
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    Query Lead
    Search for a lead.
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    Create Opportunity
    Create an opportunity
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    Retrieve Opportunity
    Lookup opportunity.
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    Update Opportunity
    Update an opportunity.
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    Delete Opportunity
    Delete an opportunity.
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    Query Opportunity
    Search for an opportunity.
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    Create Order
    Create an order.
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    Retrieve Order
    Lookup order.
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    Update Order
    Update an order.
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    Delete Order
    Delete an order.
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    Query Order
    Search for an order.
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    Create Pricebook Entry
    Create a pricebook entry.
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    Retrieve Pricebook Entry
    Lookup pricebook entry.
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    Update Pricebook Entry
    Update Pricebook Entry
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    Delete Pricebook Entry
    Delete a pricebook entry.
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    Query Pricebook Entry
    Search for a pricebook entry.
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    Create Product
    Create a product.
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    Retrieve Product
    Lookup product.
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    Update Product
    Update a product.
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    Delete Product
    Delete a Product.
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    Query Product
    Search for a product.
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    Create Custom
    Create a custom.
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    Retrieve Custom
    Lookup custom.
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    Update Custom
    Update a custom.
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    Delete Custom
    Delete a custom.
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    Query Custom
    Search for a custom.

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