# Connect Email to Salesforce and automate your tasks ## Why integrate Email with Salesforce The Email to Salesforce integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. ### Trigger customer alerts the moment something changes When a Shopify event fires, MESA sends a targeted email to the right person — customer, teammate, or vendor — with order details, tracking info, or status updates pulled directly from the workflow. ### Turn inbound emails into workflow triggers Every email sent to your custom MESA address becomes a workflow trigger. Subject line, sender, and message body pass through as variables, so you can route, log, or respond to inbound email automatically. ### Send personalized transactional emails at scale Each email MESA sends can include customer names, order details, and product data pulled directly from the workflow. Recipients get accurate, relevant communication without any manual drafting. ### 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 Email 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 ###### Receive Email Trigger a workflow by sending an email to a custom MESA email address. - To - From - From Name - From Email - Subject - Message Text - Message HTML - Message Stripped Text - Message Stripped HTML - Stripped Signature ###### 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 a custom. ###### Create Lead Start a new lead. ###### Create Opportunity Start a new an 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 ###### Create Order Start a new an order. ###### Create Order Product Start a new order product. - Order ID - Product2id - Quantity - Unit Price - Description - ID ###### Create Pricebook Entry Start a new a pricebook entry. - Product2id - Pricebook2id - Unit Price - Is Active - ID ###### Create Product Start a new a product. - Name - Stock Keeping Unit - Description - Product Code - Display Url - Active - Product Family - External ID - ID ###### Delete Account Remove an account. ###### Delete Contact Remove a contact. ###### Delete Custom Remove a custom. ###### Delete Lead Remove a lead. ###### Delete Opportunity Remove an opportunity. ###### Delete Opportunity Product Remove an opportunity product. ###### Delete Order Remove an order. ###### Delete Order Product Remove an order product. ###### Delete Pricebook Entry Remove a pricebook entry. ###### Delete Product Remove a Product. ###### Query Multiple Accounts Search for multiple accounts. ###### Query Multiple Contacts Search for multiple contacts. ###### Query Multiple Customs Search for multiple customs. ###### Query Multiple Leads Search for multiple leads. ###### Query Multiple Opportunities Search for multiple opportunities. ###### Query Multiple Opportunity Products Search for multiple opportunity products. ###### Query Multiple Order Products Search for multiple order products. ###### Query Multiple Orders Search for multiple orders. ###### Query Multiple Pricebook Entries Search for multiple pricebook entries. ###### Query Multiple Products Search for multiple products. ###### Query Single Account Search for a single account. ###### Query Single Contact Search for a single contact. ###### Query Single Custom Search for a single custom. ###### Query Single Lead Search for a single lead. ###### Query Single Opportunity Search for a single opportunity. ###### Query Single Opportunity Product Search for a single opportunity product. ###### Query Single Order Search for a single order. ###### Query Single Order Product Search for a single order product. ###### Query Single Pricebook Entry Search for a single pricebook entry. ###### Query Single Product Search for a single product. ###### Retrieve Account Grab all details about the account. ###### Retrieve Contact Grab all details about the contact. ###### Retrieve Custom Grab all details about the custom. ###### Retrieve Lead Grab all details about the lead. ###### Retrieve Opportunity Grab all details about the opportunity. ###### Retrieve Opportunity Product Grab all details about the opportunity product. ###### Retrieve Order Grab all details about the order. ###### Retrieve Order Product Grab all details about an order product. ###### Retrieve Pricebook Entry Grab all details about the pricebook entry. ###### Retrieve Product Grab all details about the product. ###### Update Account Modify an account. ###### Update Contact Modify a contact. ###### Update Custom Modify a custom. ###### 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. ### Ongoing optimization 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 Email with Salesforce today. Enjoy a 7-day free trial. Get your first workflow in minutes.