Automation Template

Convert Salesforce Leads to Shopify Customers Automatically

Save 3 minutes every workflow run.

Every step is 100% customizable.

Enhance customer retention by seamlessly transferring converted Salesforce leads to Shopify as new customers. This MESA workflow template automatically creates a Shopify customer profile using contact details from Salesforce when a lead converts, ensuring a smooth transition from lead to loyal customer. Streamline your sales process and unify data between Salesforce and Shopify for a cohesive customer experience.

Included 7-day free trial for all plans.

Live chat, email support included.

Included Expert workflow setup service available.

Workflow Steps

Step 1. Every time this happens…

A new lead is created in Salesforce

Step 2. Then…

A customer is created or updated in Shopify

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Loved by 1k+ brands using Shopify & Shopify Plus.

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.