Extend your workflows and automations to more apps! Shopify to Salesforce Integrations
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
- 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
- Find the order's variants' id
- 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 4: Then do this
- Query for Salesforce product
- 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 5: Then do this
- Send order to Salesforce Opportunity and Opportunity Products
- 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 Customer Created or Updated to Salesforce Account
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Shopify Product Created or Updated to Salesforce Product and Pricebook Entry
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