Connect Ask to Salesforce and automate your tasks

Why integrate Ask with Salesforce

The Ask to Salesforce integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

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.

Build any Ask and Salesforce automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Account Created

Starts when an account is created.

Account Updated

Starts when an account is modified.

Contact Created

Starts when a contact is created.

• First Name
• Last Name
• Account ID
• Email
• Mailing Street
• Mailing City
• Mailing State
• Mailing Postal Code
• Mailing Country
• Phone
• Description
• Fax
• ID

Contact Updated

Starts when a contact is modified.

Custom Created

Starts when a custom is created.

Custom Updated

Starts when a custom is modified.

Lead Converted

Starts when a lead is converted.

• Last Name
• First Name
• Company
• Street
• Is Deleted
• Master Record ID
• Salutation
• Title
• City
• State
• Postal Code
• Country
• Phone
• Mobile Phone
• Fax
• Email
• Website
• Description
• Lead Source
• Status
• Industry
• Rating
• Annual Revenue
• Number Of Employees
• Owner ID
• Is Converted
• Converted Date
• Converted Account ID
• Converted Contact ID
• Converted Opportunity ID
• Is Unread By Owner
• Created Date
• Created By ID
• Last Modified Date
• Last Modified By ID
• System Modstamp
• Last Activity Date
• Email Bounced Reason
• Email Bounced Date
• ID

Lead Created

Starts when a lead is created.

Lead Updated

Starts when a lead is modified.

Opportunity Created

Starts when an opportunity is created.

• Name
• Stage Name
• Description
• Amount
• Is Deleted
• Account ID
• Is Private
• Probability
• Expected Revenue
• Total Opportunity Quantity
• Close Date
• Type
• Next Step
• Lead Source
• Is Closed
• Is Won
• Forecast Category
• Forecast Category Name
• Campaign ID
• Has Opportunity Line Item
• Pricebook2id
• Owner ID
• Created Date
• Created By ID
• Last Modified Date
• Last Modified By ID
• System Modstamp
• Last Activity Date
• Fiscal Quarter
• Fiscal Year
• Fiscal
• ID

Opportunity Updated

Starts when an opportunity is modified.

Order Created

Starts when an order is created.

• Account ID
• Effective Date
• Status
• Shipping Street
• Shipping City
• Shipping State
• Contract ID
• Is Reduction Order
• Description
• Customer Authorized By ID
• Customer Authorized Date
• Company Authorized By ID
• Company Authorized Date
• Type
• Billing Street
• Billing City
• Billing State
• Billing Postal Code
• Billing Country
• Shipping Postal Code
• Shipping Country
• Name
• Po Date
• Po Number
• Order Reference Number
• Bill To Contact ID
• Ship To Contact ID
• Activated Date
• Activated By ID
• Status Code
• Order Number
• Total Amount
• Created Date
• Created By ID
• Last Modified Date
• Last Modified By ID
• Is Deleted
• System Modstamp
• ID

Order Updated

Starts when an order is modified.

Pricebook Entry Created

Starts when a pricebook entry is created.

• Product2id
• Pricebook2id
• Unit Price
• Is Active
• ID

Pricebook Entry Updated

Starts when a pricebook entry is modified.

• Product2id
• Pricebook2id
• Unit Price
• Is Active
• ID

Product Created

Starts when a product is created.

• Name
• Stock Keeping Unit
• Description
• Product Code
• Display Url
• Active
• Product Family
• External ID
• ID

Product Updated

Starts when a product is modified.

• Name
• Stock Keeping Unit
• Description
• Product Code
• Display Url
• Active
• Product Family
• External ID
• ID

Create Account

Start a new account.

• Name
• Phone
• Shipping Street
• Shipping City
• Shipping State
• Shipping Postal Code
• Shipping Country
• Billing Street
• Billing City
• Billing State
• Billing Postal Code
• Billing Country
• Fax
• Account Number
• Website
• ID

Create Contact

Start a new contact.

Create Custom

Start a new custom.

Create Lead

Start a new lead.

Create Opportunity

Start a new opportunity.

Create Opportunity Product

Start a new opportunity product.

• Opportunity ID
• Product2id
• Quantity
• Unit Price
• Description
• Discount
• ID

Create or Update Account

Create or modify an account.

Create or Update Contact

Create or modify a contact.

Create or Update Custom

Create or modify a custom.

Create or Update Lead

Create or modify a lead.

Create or Update Opportunity

Create or modify an opportunity.

Create or Update Opportunity Product

Create or modify an opportunity product.

• Opportunity ID
• Product2id
• Quantity
• Unit Price
• Description
• Discount
• ID

Create or Update Order

Create or modify an order.

Create or Update Order Product

Create or modify an order product.

• Order ID
• Product2id
• Quantity
• Unit Price
• Description
• ID

Create or Update Pricebook Entry

Create or update a pricebook entry.

• Product2id
• Pricebook2id
• Unit Price
• Is Active
• ID

Create or Update Products

Create or modify a product.

• Name
• Stock Keeping Unit
• Description
• Product Code
• Display Url
• Active
• Product Family
• External ID
• ID

Update Account

Modify an account.

Update Contact

Modify a contact.

Update Lead

Modify a lead.

Update Opportunity

Modify an opportunity.

Update Opportunity Product

Modify an opportunity product.

• Opportunity ID
• Product2id
• Quantity
• Unit Price
• Description
• Discount
• ID

Update Order

Modify an order.

Update Order Product

Modify an order product.

• Order ID
• Product2id
• Quantity
• Unit Price
• Description
• ID

Update Pricebook Entry

Modify a pricebook entry.

• Product2id
• Pricebook2id
• Unit Price
• Is Active
• ID

Update Product

Modify a product.

• Name
• Stock Keeping Unit
• Description
• Product Code
• Display Url
• Active
• Product Family
• External ID
• ID

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

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 opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

Integrate Ask with Salesforce today.

Enjoy a 7-day free trial. Get your first workflow in minutes.

MESA AI assistant

Describe your task...

You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.