Shopify Plus + Salesforce made easy.
MESA is the easiest way to create Shopify Plus and Salesforce integrations so you can automate any work - no code required.
MESA empowers you to build any solution. Scale faster and more efficiently than ever before. When you're able to build your ideas, you're free to explore unique ways to expand your role and business. What will you make today?
How does Salesforce work with Shopify Plus?
With Shopify Plus and Salesforce integrations, you can get more done in days, not months. Automate the work that solves your everyday problems and the challenges currently holding back your progress.
Unified Customer View
By integrating Salesforce with your Shopify store, all customer data is consolidated in one place. This unified view enables you to understand your customers better, personalize their shopping experience, and anticipate their needs.
Automate Sales & Marketing
Create targeted campaigns that trigger based on specific customer actions or data in Shopify. Whether it's a follow-up email after a purchase, a special offer on a birthday, or a re-engagement campaign for inactivity, automating these ensures timely communication.
Enhanced Lead Management
Track potential customers and leads directly from your Shopify store into Salesforce. By identifying where your leads are coming from and their interactions with your store, you can tailor your sales approach and nurture these leads through the sales funnel more effectively.
Streamlined Order Management
Integrate your product catalog, inventory levels, and order statuses between Shopify and Salesforce for a more seamless operation. This connection helps you keep track of what's in stock, what's selling fast, and even forecast future sales trends.
Rich Analytics and Reporting
From customer lifetime value, conversion rates, sales trends to campaign performance, you can generate detailed reports and dashboards. These insights guide your strategic decisions, helping you optimize your marketing efforts, enhance customer satisfaction, and grow your revenue.
Solve more business-critical tasks
MESA helps you simplify your operations into efficient workflows that run immediately when the work happens. More ideas are now possible and more challeneges can be solved through the power of no-code automation solutions.
Loved by 1k+ brands using Shopify & Shopify Plus.
How to connect Shopify Plus to Salesforce
Connecting Shopify Plus to Salesforce has never been easier. With MESA, making complex integrations between Shopify Plus and Salesforce only takes a few minutes — no code required. Automate basic data entry or connect the systems that run your business. Solve more business-critical problems with MESA and accomplish more with less resources.
- First, create a new workflow in MESA.
Workflows are simply the steps of an automation that runs automatically.
- Next, pick one of the apps as a trigger step - this will start your workflow.
This is what kicks off your automation to run automatically.
- Then, choose an action step from another app for unique customization.
This is where the magic happens. 🪄
- Lastly, personalize the data being sent from one app to another.
Use the various fields within each stel to personalize your workflow. Test your automation to ensure everything is running properly.
- Finished!
Just turn on this Shopify Plus to Salesforce workflow and MESA will start doing this work for you. Look at you embracing the automation lifestyle!
Build your own Shopify Plus Salesforce workflows using these steps
Quickly make any workflow between two or more apps.
These are triggers. They're what start your workflow to run automatically. Use any of these trigger steps to start your workflow when…
- Company Created
- Starts when a company is created.
- Company Updated
- Starts when a company is updated.
- Company Deleted
- Starts when a company is deleted.
- Company Contact Created
- Starts when a company contact is created.
- Company Contact Updated
- Starts when a company contact is updated.
- Company Contact Deleted
- Starts when a company contact is deleted.
- Company Contact Roles Assigned
- Starts when a company contact role is assigned.
- Company Contact Roles Revoked
- Starts when a company contact role is revoked.
- Company Location Created
- Starts when a company location is created.
- Company Location Updated
- Starts when a company location is updated.
- Company Location Deleted
- Starts when a company location is deleted.
- 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.
These are actions. Workflows can multiple actions to make personalized integrations. Use any of these action steps to make your workflow do…
- Create Account
- Start a new account.
- Retrieve Account
- Grab all details about the account.
- Update Account
- Modify an account.
- Create or Update Account
- Create or modify an account.
- Delete Account
- Remove an account.
- Query Single Account
- Search for a single account.
- Query Multiple Accounts
- Search for multiple accounts.
- Create Contact
- Start a new contact.
- Retrieve Contact
- Grab all details about the contact.
- Update Contact
- Modify a contact.
- Create or Update Contact
- Create or modify a contact.
- Delete Contact
- Remove a contact.
- Query Single Contact
- Search for a single contact.
- Query Multiple Contacts
- Search for multiple contacts.
- Create Lead
- Start a new lead.
- Retrieve Lead
- Grab all details about the lead.
- Update Lead
- Modify a lead.
- Create or Update Lead
- Create or modify a lead.
- Delete Lead
- Remove a lead.
- Query Single Lead
- Search for a single lead.
- Query Multiple Leads
- Search for multiple leads.
- Create Opportunity
- Start a new an opportunity.
- Retrieve Opportunity
- Grab all details about the opportunity.
- Update Opportunity
- Modify an opportunity.
- Create or Update Opportunity
- Create or modify an opportunity.
- Delete Opportunity
- Remove an opportunity.
- Query Single Opportunity
- Search for a single opportunity.
- Query Multiple Opportunities
- Search for multiple opportunities.
- Create Opportunity Product
- Start a new opportunity product.
- Retrieve Opportunity Product
- Grab all details about the opportunity product.
- Update Opportunity Product
- Modify an opportunity product.
- Create or Update Opportunity Product
- Create or modify an opportunity product.
- Delete Opportunity Product
- Remove an opportunity product.
- Query Single Opportunity Product
- Search for a single opportunity product.
- Query Multiple Opportunity Products
- Search for multiple opportunity products.
- Create Order
- Start a new an order.
- Retrieve Order
- Grab all details about the order.
- Update Order
- Modify an order.
- Create or Update Order
- Create or modify an order.
- Delete Order
- Remove an order.
- Query Single Order
- Search for a single order.
- Query Multiple Orders
- Search for multiple orders.
- Create Order Product
- Start a new order product.
- Retrieve Order Product
- Grab all details about an order product.
- Update Order Product
- Modify an order product.
- Create or Update Order Product
- Create or modify an order product.
- Delete Order Product
- Remove an order product.
- Query Single Order Product
- Search for a single order product.
- Query Multiple Order Products
- Search for multiple order products.
- Create Pricebook Entry
- Start a new a pricebook entry.
- Retrieve Pricebook Entry
- Grab all details about the pricebook entry.
- Update Pricebook Entry
- Modify a pricebook entry.
- Create or Update Pricebook Entry
- Create or update a pricebook entry.
- Delete Pricebook Entry
- Remove a pricebook entry.
- Query Single Pricebook Entry
- Search for a single pricebook entry.
- Query Mutiple Pricebook Entries
- Search for multiple pricebook entries.
- Create Product
- Start a new a product.
- Retrieve Product
- Grab all details about the product.
- Update Product
- Modify a product.
- Create or Update Products
- Create or modify a product.
- Delete Product
- Remove a Product.
- Query Single Product
- Search for a single product.
- Query Multiple Products
- Search for multiple products.
- Create Custom
- Start a new a custom.
- Retrieve Custom
- Grab all details about the custom.
- Update Custom
- Modify a custom.
- Create or Update Custom
- Create or modify a custom.
- Delete Custom
- Remove a custom.
- Query Single Custom
- Search for a single custom.
- Query Multiple Customs
- Search for mutiple customs.
- Get List of Companies
- Obtain a list of companies. This action will return 100 results by default.
- Create Company
- Create a company. Cannot attach an existing customer to a new company through this action.
- Delete Company
- Remove a company.
- Update Company
- Modify a company's information.
- Retrieve Company
- Grab all details about a company.
- Create Company Contact
- Create a company contact on an existing company.
- Delete Company Contact
- Remove a company's contact.
- Update Company Contact
- Modify the company's contact information.
- Retrieve Company Contact
- Grab all details about company contact.
- Get List of Company Locations
- Obtain a list of company locations. This action will return 100 results by default.
- Create Company Location
- Create a company location on an existing company.
- Delete Company Location
- Remove a company location.
- Update Company Location
- Modify a company location.
- Retrieve Company Location
- Grab all details about a company's location.
- Assign Role to Company Contact
- Assign a role to a company contact.
- Assign Roles to Company Contact
- Assign roles to a company contact.
- Assign Roles to Company Location
- Assign roles to a company location.
- Retrieve Company Contact Role
- Grab all details about a company contact role.
- Get List of Users
- Obtain a list of users. Requires a credential connected to a custom app with access to read_users scope.
- Retrieve User
- Grab all details about a user. Requires a credential connected to a custom app with access to read_users scope.
Learn more about Salesforce integrations
Be sure to check out our Shopify automation blog. We cover popular topics to help you better manage your work on Shopify through definitie guides, step-by-step tutorials, merchant success stories and more.
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