How it works
Follow these 3 simple steps to start saving your Shopify customers to a spreadsheet
Customer Created
Customer Created
Retrieve Customer
Retrieve Customer
Add Row
Add Row
Make it your own
Customize this workflow even further:
Filter customers by tags or location
Add conditions to only track customers with specific tags (like "VIP" or "Wholesale") or from certain geographic regions, helping you focus on your most valuable segments.
Send welcome emails to new spreadsheet additions
Connect email tools like Gmail or Mailchimp to automatically send personalized welcome messages when customers are added to your tracking spreadsheet.
Create customer segments in multiple sheets
Set up separate workflows to organize different customer types into different spreadsheets, such as one for retail customers and another for wholesale accounts.
Sync data to your CRM
Extend the workflow to also add new customers to your CRM system like HubSpot or Salesforce, keeping all your customer data synchronized across platforms.
Frequently asked questions
Will this capture customers who abandon their carts without completing a purchase?
No, this workflow only triggers when a customer record is actually created in Shopify, which typically happens when someone completes their first order or manually creates an account. Cart abandonment doesn't create a customer record.
Can I add customers who were created before I activated this workflow?
This workflow only captures new customers going forward from when you activate it. To add existing customers, you'd need to run a Time Travel to save them into your Google Sheet as a one-time workflow run.
What happens if I change the column headers in my Google Sheet after the workflow is running?
The workflow will continue adding data to the columns based on their position, not their names. If you rename columns, the data will still go to the right place. However, if you delete or reorder columns, you may need to update the workflow configuration to match your new layout.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.
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