Send a Shopify customer to a Salesforce lead
Try this templateSeize the moment and secure your customer’s loyalty by linking your Shopify customers to the Salesforce lead system. This template sends a customer from Shopify to a Salesforce Lead as soon as the order is created on Shopify. Keep the momentum going by bridging the gap between these two major platforms.
Step 1. Every time this happens…
An order is placed on Shopify
Step 2. Then…
A new lead is created in Salesforce
Free 7-day trial included
Live chat, email support
Setup services available
Loved by 3k+ brands using Shopify & Shopify Plus.
How MESA templates work
Automate your workflow in minutes. No coding, just results.
Start with any template
Start quickly by selecting from hundreds of pre-made templates that cater to a variety of common ecommerce operations. Each template is a fully functional workflow designed to be used as-is or customized as needed.
Personalize steps
MESA allows you to integrate various actions such as sending notifications, updating databases, or making conditional decisions based on the data received.
The intuitive, drag-and-drop interface ensures that you can easily customize your workflows without any need for coding.
Test and launch
MESA's comprehensive testing and logging features let you simulate and troubleshoot each step with confidence, ensuring your workflow runs smoothly.
Review logs in real-time to understand how data flows through your automations and make necessary adjustments. Then activate and get back to work.
FAQs
Hopefully, we've covered the frequently asked questions here. But if not, just reach out.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
Fully supported by Shopify experts.
Get help from our team of Shopify experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
