Easify Product Options to Salesforce Integration | MESA
Connect Easify Product Options to Salesforce and automate your tasks
MESA's Easify Product Options to Salesforce integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.
Why integrate Easify Product Options with Salesforce
The Easify Product Options to Salesforce integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Schedule production from the delivery date customers pick
When a customer selects a delivery date through Easify's date picker, MESA reads that date and schedules the production job, sets a team reminder, or triggers fulfillment at the right window. No one has to manually watch for upcoming deadlines.
Route orders by the price their options calculated
Easify calculates prices dynamically — by character count, dimensions, or add-on combinations. MESA reads that final price and routes the order accordingly: flagging high-value jobs for review, assigning premium resources, or triggering a different fulfillment path.
Get option performance data into your reporting stack
MESA schedules exports of Easify order and option data — pushing selections, add-on revenue, and formula prices to Google Sheets, Airtable, or your analytics tool. Track which options drive the most revenue without building a manual report.
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 Easify Product Options 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
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Phone
- Description
- Fax
- ID
Contact Updated
Starts when a contact is modified.
- First Name
- Last Name
- Account ID
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Phone
- Description
- Fax
- ID
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
- 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.
- Last Name
- First Name
- Company
- Street
- Is Deleted
- Master Record ID
- Salutation
- Title
- City
- State
- Postal Code
- Country
- Phone
- Mobile Phone
- Fax
- 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 Updated
Starts when a lead is modified.
- Last Name
- First Name
- Company
- Street
- Is Deleted
- Master Record ID
- Salutation
- Title
- City
- State
- Postal Code
- Country
- Phone
- Mobile Phone
- Fax
- 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
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
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
Update Account
Modify an 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
Update Contact
Modify a contact.
- First Name
- Last Name
- Account ID
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Phone
- Description
- Fax
- ID
Update Lead
Modify a lead.
- Last Name
- First Name
- Company
- Street
- Is Deleted
- Master Record ID
- Salutation
- Title
- City
- State
- Postal Code
- Country
- Phone
- Mobile Phone
- Fax
- 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
Update Opportunity
Modify an opportunity.
- 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
Delete Account
Remove an account.