Extend your workflows and automations to more apps! Shopify to Salesforce Integrations
Mesa Workflow Template
Shopify Product Created or Updated to Salesforce Product and Pricebook Entry
Set your business up for success by allowing Shopify and Salesforce to share details that are often tedious to manually transfer across platforms. This template sends Shopify products to Salesforce products and Pricebook entries each time the product is created or updated. You can now have all the key information of your products neatly organized to ensure that they are up to date, available, and appropriately priced for your customers.
- Step 1: When this happens
- A Shopify product is created or updated
- 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
- Iterate over the product's variants
- 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
- 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 4: Then do this
- Send product to Salesforce Product and Pricebook Entry
- 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:
-
Send Customer to Salesforce Contact
-
Send Salesforce Product To Shopify Product
-
Send Salesforce Lead To Shopify Customer
-
Send Order To Salesforce Lead
-
Send Order To Salesforce Contact
-
Send Shopify Order, Customer and Products to Salesforce
-
Shopify Customer Created or Updated to Salesforce Account
-
Shopify Order Created to Salesforce Opportunity and Opportunity Products
- “Great app for streamlining processes. The support team were incredibly helpful in assisting with implementation.”
- The Pedla
-
- “The customer support team is UNREAL. Answered my questions in a timely manner and went so above and beyond to help me.”
- Primally Pure
-
- “Mesa helped me automate tasks that take us a LOT of time. Now, we can focus on more important things for scaling the business.”
- Club de Brodeuses
-
