Salesforce automations
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.
Connect Salesforce with popular apps
Automate Salesforce in less clicks.
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.
Start from customizable templates
MESA includes pre-made Salesforce workflow templates to get you started quickly.
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.
Popular use cases for automating Salesforce
Connecting Salesforce into workflows helps you get more done in less time.
Keep Salesforce contacts current as customers shop in Shopify
When a customer places an order, updates their details, or hits a lifecycle milestone in Shopify, MESA updates their Salesforce contact or account record automatically. Your CRM reflects who your customers are right now without a manual sync or scheduled export holding things back.
Create Salesforce opportunities from Shopify wholesale and B2B orders
When a qualifying order comes in — a wholesale account, a high-value purchase, a first-time B2B customer — MESA creates an opportunity in Salesforce with the order details already attached. Your sales team follows up with context, not just a name and an order number.
Trigger Salesforce workflows from Shopify customer behavior
When a customer crosses a spend threshold, earns a loyalty tier, or shows a churn signal in Shopify, MESA sends the event to Salesforce and starts the right sequence or campaign. Your CRM automation runs on live commerce signals, not just form fills and email opens.
Sync fulfillment and order status back to Salesforce records
When an order ships, is delayed, or is refunded in Shopify, MESA updates the corresponding Salesforce contact or opportunity record. Your sales and account teams always know where a customer's order stands without checking Shopify separately or waiting for a manual update.
Let AI enrich Salesforce records with Shopify purchase intelligence
Your AI assistant reads a customer's Shopify order history — frequency, product affinity, average order value — and writes a plain-English summary to their Salesforce record. Your sales team walks into every conversation knowing what kind of buyer they're talking to without digging through order exports.
Need help?
Get help building any workflow.
Talk to experts that will help you personalize any template or build a custom 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.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.
