Start with a trigger
Select a trigger that sets your workflow in motion.
This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.
Triggers are the starting points that tell MESA when to act.
Shopify to Salesforce Automations
MESA is the most flexible way automate Shopify to Salesforce. Easily add workflows to simplify your work.
Top companies trust MESA to automate the work that runs their business.
Start with a pre-made template.
Quickly add automation with our pre-made Shopify workflow templates.
Or, build your own workflows.
MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.
Why automate Shopify to Salesforce?
Shopify to Salesforce automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Use tags to keep your business systems in sync.
When orders come through tagged "wholesale" have the details sent to Salesforce or another business system.
Manage contacts in your CRM when orders are received.
Every time an order is placed by a new customer, create a new contact in your CRM so it's always up to date.
Deliver order details to your warehouse accurately.
Schedule new orders to be converted into a CSV file that is sent to your back office for fulfillment.
Update marketing campaigns instantly when changes occur.
Add new customers to your Mailchimp email lists after their first order or any time their contact details change.
Keep your teammates informed of critical events.
Whatever app your team uses to communicate, get notifications when critical events occur on your Shopify store.
Unified Customer View
By integrating Salesforce with your Shopify store, all customer data is consolidated in one place. This unified view enables you to understand your customers better, personalize their shopping experience, and anticipate their needs.
Automate Sales & Marketing
Create targeted campaigns that trigger based on specific customer actions or data in Shopify. Whether it's a follow-up email after a purchase, a special offer on a birthday, or a re-engagement campaign for inactivity, automating these ensures timely communication.
Enhanced Lead Management
Track potential customers and leads directly from your Shopify store into Salesforce. By identifying where your leads are coming from and their interactions with your store, you can tailor your sales approach and nurture these leads through the sales funnel more effectively.
Streamlined Order Management
Integrate your product catalog, inventory levels, and order statuses between Shopify and Salesforce for a more seamless operation. This connection helps you keep track of what's in stock, what's selling fast, and even forecast future sales trends.
Rich Analytics and Reporting
From customer lifetime value, conversion rates, sales trends to campaign performance, you can generate detailed reports and dashboards. These insights guide your strategic decisions, helping you optimize your marketing efforts, enhance customer satisfaction, and grow your revenue.
Accelerate your work with AI automation.
Build AI agents in minutes that integrate, automate, and simplify your business.
Try for free Try MESA for free, 7-day trial included.How MESA works
MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.
Step 1.
Step 2.
Add an action
Next, choose the action that should follow the trigger.
Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.
Linking actions to triggers is how you build a seamless workflow process.
Step 3.
Personalize
Make your workflow even more flexible using built-in apps.
Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.
Personalization ensures your workflows fit your unique business requirements.
All set!
You just made a workflow
Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.
With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.
Learn how to automate Salesforce
Learn how to automate Shopify
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
