Shopify to Salesforce Workflows

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Mesa Workflow Template

Send Order To Salesforce Lead

Seize the moment and secure your customer’s loyalty by linking your Shopify customers to the Salesforce lead system. This template sends orders from Shopify to Salesforce Lead as soon as the order is created on Shopify. Keep the momentum going by bridging the gap between these two major platforms.

Step 1: When this happens: An order is placed on Shopify

Step 2: Then do this: A new lead is created in Salesforce

Use This Workflow Template

This workflow automation is easily customized. Contact our automation experts if you have questions or need help getting this setup.

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5.0 Rating on the Shopify App Store

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