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Mesa Workflow Template
Send Shopify Order, Customer and Products to Salesforce
Seamlessly sync and send all the information that you need from your Shopify to Salesforce. This template is a collection that includes three existing Automations that syncs and sends information from Shopify to Salesforce. The three templates are: Shopify Product Created or Updated to Salesforce Product and Pricebook Entry, Shopify Customer Created or Updated to Salesforce Account, and Shopify Order Created to Salesforce Opportunity and Opportunity Products.
- Step 1: When this happens
- Obtain information from Shopify orders, customers, and products
- Step 2: Then do this
- Send that information to 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.
Get started with Mesa's pre-built workflow templates:
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