Salesforce Integrate Your CRM

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.

Get started with Mesa's pre-built workflow templates:

Start Salesforce workflows when...

Account Created

Starts when an account is created.
Account Updated

Starts when an account is modified.
Contact Created

Starts when a contact is created.
Contact Updated

Starts when a contact is modified.
Lead Created

Starts when a lead is created.
Lead Updated

Starts when a lead is modified.
Lead Converted

Starts when a lead is converted.
Opportunity Created

Starts when an opportunity is created.
Opportunity Updated

Starts when an opportunity is modified.
Order Created

Starts when an order is created.
Order Updated

Starts when an order is modified.
Pricebook Entry Created

Starts when a pricebook entry is created.
Pricebook Entry Updated

Starts when a pricebook entry is modified.
Product Created

Starts when a product is created.
Product Updated

Starts when a product is modified.
Custom Created

Starts when a custom is created.
Custom Updated

Starts when a custom is modified.

Things you can do with Salesforce workflows...

Create Account

Start a new account.
Retrieve Account

Grab all details about the account.
Update Account

Update an account.
Delete Account

Remove an account.
Query Account

Search for an account.
Create Contact

Start a new contact.
Retrieve Contact

Grab all details about the contact.
Update Contact

Update a contact.
Delete Contact

Remove a contact.
Query Contact

Search for a contact.
Create Lead

Start a new lead.
Retrieve Lead

Grab all details about the lead.
Update Lead

Update a lead.
Delete Lead

Remove a lead.
Query Lead

Search for a lead.
Create Opportunity

Start a new an opportunity.
Retrieve Opportunity

Grab all details about the opportunity.
Update Opportunity

Update an opportunity.
Delete Opportunity

Remove an opportunity.
Query Opportunity

Search for an opportunity.
Create Order

Start a new an order.
Retrieve Order

Grab all details about the order.
Update Order

Update an order.
Delete Order

Remove an order.
Query Order

Search for an order.
Create Pricebook Entry

Start a new a pricebook entry.
Retrieve Pricebook Entry

Grab all details about the pricebook entry.
Update Pricebook Entry

Update a pricebook entry.
Delete Pricebook Entry

Remove a pricebook entry.
Query Pricebook Entry

Search for a pricebook entry.
Create Product

Start a new a product.
Retrieve Product

Grab all details about the product.
Update Product

Update a product.
Delete Product

Remove a Product.
Query Product

Search for a product.
Create Custom

Start a new a custom.
Retrieve Custom

Grab all details about the custom.
Update Custom

Update a custom.
Delete Custom

Remove a custom.
Query Custom

Search for a custom.

Scale faster by integrating workflows into your daily routine

Creative ideas for Salesforce automations:

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