Automation Template

Sync Shopify Orders, Customers, and Products to Salesforce

Every step is 100% customizable.

Enhance your Shopify and Salesforce integration with this comprehensive set of templates, allowing you to automatically sync orders, customers, and products between platforms. This collection includes three essential templates: (1) Sync Shopify Products to Salesforce Product and Pricebook Entry, (2) Sync Shopify Customers to Salesforce Accounts, and (3) Sync Shopify Orders to Salesforce Opportunities with Opportunity Products. Configure each template separately to ensure seamless data flow, enabling streamlined sales tracking, customer management, and product updates.

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…

Obtain information from Shopify orders, customers, and products

Step 2. Then…

Send that information to Salesforce

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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.