Salesforce automations

Salesforce automations

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Free templates
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MESA is the fastest way to connect Salesforce to everything you use — without writing code or hiring developers. Build workflows instantly by describing what you need, or choose from 300+ pre-made templates that solve common tasks. Multiply your impact without multiplying the work.

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Connect Salesforce with popular apps

Automate Salesforce in less clicks.

Shopify
Google Sheets
Tracktor
Infinite Options
Odoo
Recharge
Airtable
OpenAI
ChatGPT
Slack Productivity
Shopify Flow Productivity
Klaviyo Marketing
Square E-Commerce
Etsy E-Commerce
ShipStation Orders and shipping
HubSpot Marketing
Uploadery Store design
Google Drive Productivity
Recharge Legacy Sales and conversion
Discord Productivity
Asana Productivity
Thanks.io Marketing
Gorgias Customer support
Twilio Productivity
Gmail Marketing
Google Analytics Reporting
Govalo Sales and conversion
Dropbox Productivity
Facebook Marketing
Stamped.io Marketing
Notion Productivity
Mailchimp Marketing
Pinterest Social media
Google Calendar Productivity
Omnisend Marketing
Shopify Retail POS E-Commerce
Xero Finances
Digital Humani Marketing
Delighted Customer support
Yotpo Loyalty Marketing
Zendesk Customer support
QuickBooks Finances
Judge.me Marketing
DocuSign Trust and security
Page Studio Store design
Mailgun Marketing
LoyaltyLion Sales and conversion
Google Forms Productivity
Blog Studio Store design
Fera Marketing
Segment Reporting
Stripe E-Commerce
Yotpo Marketing
Typeform Marketing
Rivo Sales and conversion
Loop Returns Customer support
DALL-E Marketing
TikTok Marketing
Printful Product customization
Gemini Productivity
Shippo Orders and shipping
Remove.bg Product customization
Mantle Reporting
Gatsby Marketing
Skio Sales and conversion
Smile.io Marketing
Mandrill Productivity
Shopify Partner Productivity
PrintNode Orders and shipping
Help Scout Customer support
Wonderment Orders and shipping
Smartrr Orders and shipping
Claude Productivity
Amazon S3 Productivity
WordPress Marketing
Reddit Social media
Perplexity
Katana
Intercom Customer support
Google Docs Productivity
ClickUp
YouTube Social media
Sendlane Marketing
Recall Productivity
Rebuy Marketing
Mixpanel Reporting
LinkedIn Marketing
IPDetective Trust and security
ChannelApe Inventory management
Amazon
Algolia Store design
View all apps

1,000+ merchants trust MESA to help them multiply their impact without multiplying their work.

Ready to integrate Salesforce? Try MESA free for 7 days.

Our support team will help you set up your first workflow for free.

Get started →

Start from customizable templates

MESA includes pre-made Salesforce workflow templates to get you started quickly.

  • Create Salesforce Contacts From New Shopify Customers

    →

  • Copy New Salesforce Products to Your Shopify Store

    →

  • Create Salesforce Contacts From New Shopify Orders

    →

  • Create Salesforce Leads From New Shopify Customers

    →

  • Create Shopify Customers From Salesforce Leads

    →

  • Sync Shopify Orders, Customers, and Products to Salesforce

    →

  • Sync Shopify Products to Salesforce Pricebooks

    →

  • Sync Shopify Customers to Salesforce Accounts

    →

  • Sync Shopify Orders to Salesforce Opportunities with Opportunity Products

    →

  • Create Salesforce Leads from New Customers Identified in Mantle

    →

Or, build your own Salesforce workflow

Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Salesforce docs in our knowledge base.

Account Created

Starts when an account is created.

Account Updated

Starts when an account is modified.

  • First Name

  • Last Name

  • Account ID

  • Email

  • Mailing Street

  • Mailing City

  • Mailing State

  • Mailing Postal Code

  • Mailing Country

  • Phone

  • Description

  • Fax

  • ID

  • First Name

  • Last Name

  • Account ID

  • Email

  • Mailing Street

  • Mailing City

  • Mailing State

  • Mailing Postal Code

  • Mailing Country

  • Phone

  • Description

  • Fax

  • ID

Custom Created

Starts when a custom is created.

Custom Updated

Starts when a custom is modified.

  • Last Name

  • First Name

  • Company

  • Street

  • Is Deleted

  • Master Record ID

  • Salutation

  • Title

  • City

  • State

  • Postal Code

  • Country

  • Phone

  • Mobile Phone

  • Fax

  • Email

  • Website

  • Description

  • Lead Source

  • Status

  • Industry

  • Rating

  • Annual Revenue

  • Number Of Employees

  • Owner ID

  • Is Converted

  • Converted Date

  • Converted Account ID

  • Converted Contact ID

  • Converted Opportunity ID

  • Is Unread By Owner

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Email Bounced Reason

  • Email Bounced Date

  • ID

  • Last Name

  • First Name

  • Company

  • Street

  • Is Deleted

  • Master Record ID

  • Salutation

  • Title

  • City

  • State

  • Postal Code

  • Country

  • Phone

  • Mobile Phone

  • Fax

  • Email

  • Website

  • Description

  • Lead Source

  • Status

  • Industry

  • Rating

  • Annual Revenue

  • Number Of Employees

  • Owner ID

  • Is Converted

  • Converted Date

  • Converted Account ID

  • Converted Contact ID

  • Converted Opportunity ID

  • Is Unread By Owner

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Email Bounced Reason

  • Email Bounced Date

  • ID

  • Last Name

  • First Name

  • Company

  • Street

  • Is Deleted

  • Master Record ID

  • Salutation

  • Title

  • City

  • State

  • Postal Code

  • Country

  • Phone

  • Mobile Phone

  • Fax

  • Email

  • Website

  • Description

  • Lead Source

  • Status

  • Industry

  • Rating

  • Annual Revenue

  • Number Of Employees

  • Owner ID

  • Is Converted

  • Converted Date

  • Converted Account ID

  • Converted Contact ID

  • Converted Opportunity ID

  • Is Unread By Owner

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Email Bounced Reason

  • Email Bounced Date

  • ID

  • Name

  • Stage Name

  • Description

  • Amount

  • Is Deleted

  • Account ID

  • Is Private

  • Probability

  • Expected Revenue

  • Total Opportunity Quantity

  • Close Date

  • Type

  • Next Step

  • Lead Source

  • Is Closed

  • Is Won

  • Forecast Category

  • Forecast Category Name

  • Campaign ID

  • Has Opportunity Line Item

  • Pricebook2id

  • Owner ID

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Fiscal Quarter

  • Fiscal Year

  • Fiscal

  • ID

  • Name

  • Stage Name

  • Description

  • Amount

  • Is Deleted

  • Account ID

  • Is Private

  • Probability

  • Expected Revenue

  • Total Opportunity Quantity

  • Close Date

  • Type

  • Next Step

  • Lead Source

  • Is Closed

  • Is Won

  • Forecast Category

  • Forecast Category Name

  • Campaign ID

  • Has Opportunity Line Item

  • Pricebook2id

  • Owner ID

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Fiscal Quarter

  • Fiscal Year

  • Fiscal

  • ID

  • Account ID

  • Effective Date

  • Status

  • Shipping Street

  • Shipping City

  • Shipping State

  • Contract ID

  • Is Reduction Order

  • Description

  • Customer Authorized By ID

  • Customer Authorized Date

  • Company Authorized By ID

  • Company Authorized Date

  • Type

  • Billing Street

  • Billing City

  • Billing State

  • Billing Postal Code

  • Billing Country

  • Shipping Postal Code

  • Shipping Country

  • Name

  • Po Date

  • Po Number

  • Order Reference Number

  • Bill To Contact ID

  • Ship To Contact ID

  • Activated Date

  • Activated By ID

  • Status Code

  • Order Number

  • Total Amount

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • Is Deleted

  • System Modstamp

  • ID

  • Account ID

  • Effective Date

  • Status

  • Shipping Street

  • Shipping City

  • Shipping State

  • Contract ID

  • Is Reduction Order

  • Description

  • Customer Authorized By ID

  • Customer Authorized Date

  • Company Authorized By ID

  • Company Authorized Date

  • Type

  • Billing Street

  • Billing City

  • Billing State

  • Billing Postal Code

  • Billing Country

  • Shipping Postal Code

  • Shipping Country

  • Name

  • Po Date

  • Po Number

  • Order Reference Number

  • Bill To Contact ID

  • Ship To Contact ID

  • Activated Date

  • Activated By ID

  • Status Code

  • Order Number

  • Total Amount

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • Is Deleted

  • System Modstamp

  • ID

  • Product2id

  • Pricebook2id

  • Unit Price

  • Is Active

  • ID

  • Product2id

  • Pricebook2id

  • Unit Price

  • Is Active

  • ID

  • Name

  • Stock Keeping Unit

  • Description

  • Product Code

  • Display Url

  • Active

  • Product Family

  • External ID

  • ID

  • Name

  • Stock Keeping Unit

  • Description

  • Product Code

  • Display Url

  • Active

  • Product Family

  • External ID

  • ID

  • Name

  • Phone

  • Shipping Street

  • Shipping City

  • Shipping State

  • Shipping Postal Code

  • Shipping Country

  • Billing Street

  • Billing City

  • Billing State

  • Billing Postal Code

  • Billing Country

  • Fax

  • Account Number

  • Website

  • ID

  • First Name

  • Last Name

  • Account ID

  • Email

  • Mailing Street

  • Mailing City

  • Mailing State

  • Mailing Postal Code

  • Mailing Country

  • Phone

  • Description

  • Fax

  • ID

Create Custom

Start a new a custom.

  • Last Name

  • First Name

  • Company

  • Street

  • Is Deleted

  • Master Record ID

  • Salutation

  • Title

  • City

  • State

  • Postal Code

  • Country

  • Phone

  • Mobile Phone

  • Fax

  • Email

  • Website

  • Description

  • Lead Source

  • Status

  • Industry

  • Rating

  • Annual Revenue

  • Number Of Employees

  • Owner ID

  • Is Converted

  • Converted Date

  • Converted Account ID

  • Converted Contact ID

  • Converted Opportunity ID

  • Is Unread By Owner

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Email Bounced Reason

  • Email Bounced Date

  • ID

  • Name

  • Stage Name

  • Description

  • Amount

  • Is Deleted

  • Account ID

  • Is Private

  • Probability

  • Expected Revenue

  • Total Opportunity Quantity

  • Close Date

  • Type

  • Next Step

  • Lead Source

  • Is Closed

  • Is Won

  • Forecast Category

  • Forecast Category Name

  • Campaign ID

  • Has Opportunity Line Item

  • Pricebook2id

  • Owner ID

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Fiscal Quarter

  • Fiscal Year

  • Fiscal

  • ID

  • Opportunity ID

  • Product2id

  • Quantity

  • Unit Price

  • Description

  • Discount

  • ID

  • Name

  • Phone

  • Shipping Street

  • Shipping City

  • Shipping State

  • Shipping Postal Code

  • Shipping Country

  • Billing Street

  • Billing City

  • Billing State

  • Billing Postal Code

  • Billing Country

  • Fax

  • Account Number

  • Website

  • ID

  • First Name

  • Last Name

  • Account ID

  • Email

  • Mailing Street

  • Mailing City

  • Mailing State

  • Mailing Postal Code

  • Mailing Country

  • Phone

  • Description

  • Fax

  • ID

Create or Update Custom

Create or modify a custom.

  • Last Name

  • First Name

  • Company

  • Street

  • Is Deleted

  • Master Record ID

  • Salutation

  • Title

  • City

  • State

  • Postal Code

  • Country

  • Phone

  • Mobile Phone

  • Fax

  • Email

  • Website

  • Description

  • Lead Source

  • Status

  • Industry

  • Rating

  • Annual Revenue

  • Number Of Employees

  • Owner ID

  • Is Converted

  • Converted Date

  • Converted Account ID

  • Converted Contact ID

  • Converted Opportunity ID

  • Is Unread By Owner

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Email Bounced Reason

  • Email Bounced Date

  • ID

  • Name

  • Stage Name

  • Description

  • Amount

  • Is Deleted

  • Account ID

  • Is Private

  • Probability

  • Expected Revenue

  • Total Opportunity Quantity

  • Close Date

  • Type

  • Next Step

  • Lead Source

  • Is Closed

  • Is Won

  • Forecast Category

  • Forecast Category Name

  • Campaign ID

  • Has Opportunity Line Item

  • Pricebook2id

  • Owner ID

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Fiscal Quarter

  • Fiscal Year

  • Fiscal

  • ID

  • Opportunity ID

  • Product2id

  • Quantity

  • Unit Price

  • Description

  • Discount

  • ID

  • Account ID

  • Effective Date

  • Status

  • Shipping Street

  • Shipping City

  • Shipping State

  • Contract ID

  • Is Reduction Order

  • Description

  • Customer Authorized By ID

  • Customer Authorized Date

  • Company Authorized By ID

  • Company Authorized Date

  • Type

  • Billing Street

  • Billing City

  • Billing State

  • Billing Postal Code

  • Billing Country

  • Shipping Postal Code

  • Shipping Country

  • Name

  • Po Date

  • Po Number

  • Order Reference Number

  • Bill To Contact ID

  • Ship To Contact ID

  • Activated Date

  • Activated By ID

  • Status Code

  • Order Number

  • Total Amount

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • Is Deleted

  • System Modstamp

  • ID

  • Order ID

  • Product2id

  • Quantity

  • Unit Price

  • Description

  • ID

  • Product2id

  • Pricebook2id

  • Unit Price

  • Is Active

  • ID

  • Name

  • Stock Keeping Unit

  • Description

  • Product Code

  • Display Url

  • Active

  • Product Family

  • External ID

  • ID

  • Account ID

  • Effective Date

  • Status

  • Shipping Street

  • Shipping City

  • Shipping State

  • Contract ID

  • Is Reduction Order

  • Description

  • Customer Authorized By ID

  • Customer Authorized Date

  • Company Authorized By ID

  • Company Authorized Date

  • Type

  • Billing Street

  • Billing City

  • Billing State

  • Billing Postal Code

  • Billing Country

  • Shipping Postal Code

  • Shipping Country

  • Name

  • Po Date

  • Po Number

  • Order Reference Number

  • Bill To Contact ID

  • Ship To Contact ID

  • Activated Date

  • Activated By ID

  • Status Code

  • Order Number

  • Total Amount

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • Is Deleted

  • System Modstamp

  • ID

  • Order ID

  • Product2id

  • Quantity

  • Unit Price

  • Description

  • ID

  • Product2id

  • Pricebook2id

  • Unit Price

  • Is Active

  • ID

  • Name

  • Stock Keeping Unit

  • Description

  • Product Code

  • Display Url

  • Active

  • Product Family

  • External ID

  • ID

Delete Account

Remove an account.

Delete Contact

Remove a contact.

Delete Custom

Remove a custom.

Delete Lead

Remove a lead.

Delete Opportunity

Remove an opportunity.

Delete Opportunity Product

Remove an opportunity product.

Delete Order

Remove an order.

Delete Order Product

Remove an order product.

Delete Pricebook Entry

Remove a pricebook entry.

Delete Product

Remove a Product.

Query Multiple Accounts

Search for multiple accounts.

Query Multiple Contacts

Search for multiple contacts.

Query Multiple Customs

Search for multiple customs.

Query Multiple Leads

Search for multiple leads.

Query Multiple Opportunities

Search for multiple opportunities.

Query Multiple Opportunity Products

Search for multiple opportunity products.

Query Multiple Order Products

Search for multiple order products.

Query Multiple Orders

Search for multiple orders.

Query Multiple Pricebook Entries

Search for multiple pricebook entries.

Query Multiple Products

Search for multiple products.

Query Single Account

Search for a single account.

Query Single Contact

Search for a single contact.

Query Single Custom

Search for a single custom.

Query Single Lead

Search for a single lead.

Query Single Opportunity

Search for a single opportunity.

Query Single Opportunity Product

Search for a single opportunity product.

Query Single Order

Search for a single order.

Query Single Order Product

Search for a single order product.

Query Single Pricebook Entry

Search for a single pricebook entry.

Query Single Product

Search for a single product.

Retrieve Account

Grab all details about the account.

Retrieve Contact

Grab all details about the contact.

Retrieve Custom

Grab all details about the custom.

Retrieve Lead

Grab all details about the lead.

Retrieve Opportunity

Grab all details about the opportunity.

Retrieve Opportunity Product

Grab all details about the opportunity product.

Retrieve Order

Grab all details about the order.

Retrieve Order Product

Grab all details about an order product.

Retrieve Pricebook Entry

Grab all details about the pricebook entry.

Retrieve Product

Grab all details about the product.

  • Name

  • Phone

  • Shipping Street

  • Shipping City

  • Shipping State

  • Shipping Postal Code

  • Shipping Country

  • Billing Street

  • Billing City

  • Billing State

  • Billing Postal Code

  • Billing Country

  • Fax

  • Account Number

  • Website

  • ID

  • First Name

  • Last Name

  • Account ID

  • Email

  • Mailing Street

  • Mailing City

  • Mailing State

  • Mailing Postal Code

  • Mailing Country

  • Phone

  • Description

  • Fax

  • ID

Update Custom

Modify a custom.

  • Last Name

  • First Name

  • Company

  • Street

  • Is Deleted

  • Master Record ID

  • Salutation

  • Title

  • City

  • State

  • Postal Code

  • Country

  • Phone

  • Mobile Phone

  • Fax

  • Email

  • Website

  • Description

  • Lead Source

  • Status

  • Industry

  • Rating

  • Annual Revenue

  • Number Of Employees

  • Owner ID

  • Is Converted

  • Converted Date

  • Converted Account ID

  • Converted Contact ID

  • Converted Opportunity ID

  • Is Unread By Owner

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Email Bounced Reason

  • Email Bounced Date

  • ID

  • Name

  • Stage Name

  • Description

  • Amount

  • Is Deleted

  • Account ID

  • Is Private

  • Probability

  • Expected Revenue

  • Total Opportunity Quantity

  • Close Date

  • Type

  • Next Step

  • Lead Source

  • Is Closed

  • Is Won

  • Forecast Category

  • Forecast Category Name

  • Campaign ID

  • Has Opportunity Line Item

  • Pricebook2id

  • Owner ID

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • System Modstamp

  • Last Activity Date

  • Fiscal Quarter

  • Fiscal Year

  • Fiscal

  • ID

  • Opportunity ID

  • Product2id

  • Quantity

  • Unit Price

  • Description

  • Discount

  • ID

  • Account ID

  • Effective Date

  • Status

  • Shipping Street

  • Shipping City

  • Shipping State

  • Contract ID

  • Is Reduction Order

  • Description

  • Customer Authorized By ID

  • Customer Authorized Date

  • Company Authorized By ID

  • Company Authorized Date

  • Type

  • Billing Street

  • Billing City

  • Billing State

  • Billing Postal Code

  • Billing Country

  • Shipping Postal Code

  • Shipping Country

  • Name

  • Po Date

  • Po Number

  • Order Reference Number

  • Bill To Contact ID

  • Ship To Contact ID

  • Activated Date

  • Activated By ID

  • Status Code

  • Order Number

  • Total Amount

  • Created Date

  • Created By ID

  • Last Modified Date

  • Last Modified By ID

  • Is Deleted

  • System Modstamp

  • ID

  • Order ID

  • Product2id

  • Quantity

  • Unit Price

  • Description

  • ID

  • Product2id

  • Pricebook2id

  • Unit Price

  • Is Active

  • ID

  • Name

  • Stock Keeping Unit

  • Description

  • Product Code

  • Display Url

  • Active

  • Product Family

  • External ID

  • ID

View all

Popular use cases for automating Salesforce

Connecting Salesforce into workflows helps you get more done in less time.

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.

Need help?
Get help building any workflow.

Talk to experts that will help you personalize any template or build a custom workflow.

Request a workflow →

Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.
Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.

Real humans, always

Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.

Contact support →

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