Extend your workflows and automations to more apps! Shopify to Salesforce Integrations
Mesa Workflow Template
Shopify Customer Created or Updated to Salesforce Account
Copying information from each customer to a third party service is time consuming and staying organized while running a store can be difficult. This template sends a customer from Shopify to Salesforce Account whenever a customer is created or updated. You can now sync crucial information across your two major platforms.
- Step 1: When this happens
- A customer is created or updated on Shopify
- This step is 100% customizable. Change this event, add a step before or after or simply adjust the default settings. Anything is possible with Mesa!
- Step 2: Then do this
- Query for Salesforce account
- This step is 100% customizable. Change this event, add a step before or after or simply adjust the default settings. Anything is possible with Mesa!
- Step 3: Then do this
- Send customer to Salesforce account
- This step is 100% customizable. Change this event, add a step before or after or simply adjust the default settings. Anything is possible with Mesa!
Get This Free Workflow Template
Every automation template is easily customized to meet your business needs. Contact our automation experts if you need help getting started.
Customizable Automation Templates:
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Send Customer to Salesforce Contact
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Send Salesforce Product To Shopify Product
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Send Salesforce Lead To Shopify Customer
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Send Order To Salesforce Lead
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Send Order To Salesforce Contact
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Send Shopify Order, Customer and Products to Salesforce
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Shopify Product Created or Updated to Salesforce Product and Pricebook Entry
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Shopify Order Created to Salesforce Opportunity and Opportunity Products
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