Connect FTP to Salesforce and automate your tasks

MESA's FTP 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 FTP with Salesforce

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

Receive inventory updates from your supplier

When a supplier drops a CSV on your FTP server, MESA picks it up on schedule and updates Shopify product inventory automatically. Stock levels stay accurate without manual imports or copy-paste.

Send order files to your fulfillment partner

After orders are placed, MESA generates a formatted CSV and uploads it to your 3PL's FTP server. Your fulfillment partner has what they need without manual exports or email attachments.

Sync product catalog updates from a supplier feed

MESA reads your supplier's product file on a schedule and maps the data to Shopify's format. New SKUs, updated prices, and changed descriptions land in your store without manual intervention.

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 FTP 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.

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.

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

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 Lead

Start a new lead.

Update Account

Modify an account.

Update Lead

Modify a lead.

Integrate FTP with Salesforce today.

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