Convert Shopify Customers to Salesforce Leads Automatically
Use this template
100% fully customizable
Includes 7-day free trial
Live chat, email support
Setup services available
Strengthen customer engagement by seamlessly connecting Shopify with Salesforce to create leads instantly. This MESA workflow template sends a new Shopify customer directly to Salesforce as a Lead whenever an order is placed, allowing your team to nurture and follow up with potential opportunities. Keep your sales process efficient and capitalize on each new customer interaction.
Frequently asked questions:
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.
How templates work:
Select the template to get started
Find it in the MESA template library and simply click to add it to your dashboard. It’s quick and easy—each template comes pre-configured with all the necessary steps and fields, so you can get started right away.
Personalize the workflow
Customize the workflow to fit your unique needs using our intuitive, drag-and-drop builder. No coding required! Easily modify any step to match your specific processes.
Enable the workflow
Once you’ve personalized the workflow, switch it “On” to start automating your tasks immediately.
Convert Shopify Customers to Salesforce Leads Automatically
100% customizable. No code required.
Rated 4.8 out of 5 stars on the Shopify App Store
Use this templateLoved by 3k+ brands using Shopify & Shopify Plus.
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.
