Filter to Salesforce Integration | MESA

Connect Filter to Salesforce and automate your tasks

Activity reports

MESA's Filter 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.

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★★★★★ 4.9 rating on Shopify App Store

Start your first automated workflow

Use pre-made workflow templates to get started quickly.

Create Salesforce Leads from New Customers Identified in Mantle

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Why integrate Filter with Salesforce

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

Only act on orders that meet your criteria

When a trigger fires for every order, Filter ensures the workflow only continues for the ones that match. Set conditions on order value, tags, product types, or any order attribute to target precisely.

Skip customers already enrolled in your program

Before applying a tag, sending an email, or adding a loyalty point, Filter checks whether the customer already qualifies. Duplicate actions stop before they reach anyone who shouldn't receive them.

Protect inventory actions from false triggers

Before MESA adjusts stock levels or sends a reorder alert, Filter confirms the conditions are genuinely met — right product, right location, right threshold. No unnecessary inventory actions fire.

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 Filter 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.

First Name
Last Name
Account ID
Email
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
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.

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 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
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

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.

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

Order Updated

Starts when an order is modified.

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

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

Filter

Stop the execution of a workflow when conditions are not met.

Rule

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 Filter with Salesforce today.

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

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