Shopify to Salesforce Workflows

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Mesa Workflow Template

Shopify Order Created to Salesforce Opportunity and Opportunity Products

Reduce the need to micromanage the process of transferring information from one platform to another. This template will send orders from Shopify to Salesforce Opportunity and Opportunity Products once the order is created. This gives you the ability to easily track when orders are potential opportunities to gain more sales.

Step 1: When this happens: An Shopify order is created

Step 2: Then do this: Query for Salesforce account

Step 3: Then do this: Find the order's variants' id

Step 4: Then do this: Query for Salesforce product

Step 5: Then do this: Send order to Salesforce Opportunity and Opportunity Products

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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