Automation Template

Sync New or Updated Shopify Customers to Salesforce Accounts

Save 6 minutes every workflow run.

Every step is 100% customizable.

Keep your CRM data current by automatically syncing new or updated Shopify customers to Salesforce Accounts. This MESA workflow template sends customer information to Salesforce whenever a customer is created or modified in Shopify, saving you time on manual data entry and ensuring your Salesforce records are always up-to-date. Simplify customer management and maintain organized records across platforms.

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 customer is created or updated on Shopify

Step 2. Then…

Query for Salesforce account

Step 3. Then…

Send customer to Salesforce account

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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.