# Connect Help Scout to Salesforce and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Help Scout 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.

[Try MESA for free](/content/pricing/index.html)

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## Why integrate Help Scout with Salesforce

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

[Customer experience →](/content/solutions/customer-experience/index.html)

### Give your support team full Shopify context on every conversation

When a customer reaches out in Help Scout, MESA pulls their Shopify order history, tags, and customer details into the conversation. Your team responds with the full picture without switching between tools to find it.

[Data integration →](/content/solutions/data-integration/index.html)

### Create and update Shopify customer records from Help Scout conversations

When a key detail is captured or a contact is updated in Help Scout, MESA writes it to the corresponding Shopify customer record. Your store and your support platform stay in sync without anyone reconciling them manually.

[Fulfillment operations →](/content/solutions/fulfillment-operations/index.html)

### Trigger Help Scout conversations from Shopify order and fulfillment events

When an order ships, a delivery is delayed, or a return is filed in Shopify, MESA opens or updates the right Help Scout conversation automatically. Your support team gets ahead of customer questions before they arrive.

[Data integration →](/content/solutions/data-integration/index.html)

### 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.

[Order automation →](/content/solutions/order-automation/index.html)

### 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.

[Customer experience →](/content/solutions/customer-experience/index.html)

### 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 Help Scout 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

###### Beacon Chat Chat Created

Starts when a chat is created.

- ID

- Customer ID

- Created At

- Threads

###### Beacon Chat Customer Replied

Starts when a customer replies to a Beacon Chat message.

- ID

- Customer ID

- Created At

- Threads

###### Conversation Agent Reply Created

Starts when a conversation agent reply is created.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Conversation Assigned

Starts when a conversation is assigned.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Conversation Created

Starts when a conversation is created.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Conversation Custom Fields Changed

Starts when a conversation custom field is changed.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Conversation Customer Reply Created

Starts when a customer reply is created.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Conversation Deleted

Starts when a conversation is deleted.

###### Conversation Merged

Starts when a conversation is merged.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Conversation Moved

Starts when a conversation is moved.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Conversation Note Created

Starts when a conversation note is created.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Conversation Status Changed

Starts when a conversation status is changed.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Conversation Tags Updated

Starts when a conversation tag is updated.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Customer Created

Starts when a customer is created.

- ID

- First Name

- Last Name

- Emails

- Created At

- Photo URL

- Phone

- Job Title

- Organization

- Background

- Social Profiles

- Address

###### Customer Deleted

Starts when a customer is deleted.

- ID

- First Name

- Last Name

- Emails

- Created At

- Photo URL

- Phone

- Job Title

- Organization

- Background

- Social Profiles

- Address

###### Customer Updated

Starts when a customer is updated.

- ID

- First Name

- Last Name

- Emails

- Created At

- Photo URL

- Phone

- Job Title

- Organization

- Background

- Social Profiles

- Address

###### Message Survey Response Received

Starts when a response to a message survey is received.

- ID

- Conversation ID

- Rating

- Comment

- Submitted At

###### Satisfaction Ratings

Starts when a satisfaction rating is given.

- Rating ID

- Conversation ID

- Score

- Comment

- Created At

###### Tag Created

Starts when a tag is created.

- ID

- Tag

- Color

###### Tag Deleted

Starts when a tag is deleted.

- ID

- Tag

- Color

###### Tag Updated

Starts when a tag is updated.

- ID

- Tag

- Color

###### 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.

- First Name

- Last Name

- Account ID

- Email

- Mailing Street

- Mailing City

- Mailing State

- Mailing Postal Code

- Mailing Country

- Phone

- Description

- Fax

- ID

###### Create Custom

Start a new a custom.

###### Create Lead

Start a new lead.

- 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

###### Create Opportunity

Start a new 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

###### 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.

- 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 or Update Contact

Create or modify a contact.

- First Name

- Last Name

- Account ID

- Email

- Mailing Street

- Mailing City

- Mailing State

- Mailing Postal Code

- Mailing Country

- Phone

- Description

- Fax

- ID

###### Create or Update Custom

Create or modify a custom.

###### Create or Update Lead

Create or 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

- 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

###### Create or Update Opportunity

Create or 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

###### 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.

- 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 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.

- 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 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.

- 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

- Email

- Mailing Street

- Mailing City

- Mailing State

- Mailing Postal Code

- Mailing Country

- Phone

- Description

- Fax

- ID

###### Update Custom

Modify a custom.

###### 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

- 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

###### 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

###### Update Opportunity Product

Modify an opportunity product.

- Opportunity ID

- Product2id

- Quantity

- Unit Price

- Description

- Discount

- ID

###### Update Order

Modify an order.

- 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 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

###### Add Customer Thread to Conversation

Adds a customer thread to a conversation.

- ID

###### Add Note to Conversation

Add a note to a conversation.

- ID

###### Create Chat Thread

Start a chat thread.

- Customer

- Text

- Imported

- Created At

- Attachments

###### Create Conversation

Create a conversation in an inbox with at least one thread.

- Customer

- Subject

- Auto Reply

- Imported

- Type

- Assign To

- Mailbox ID

- Status

- Created At

- Threads

- Tags

- Fields

- User

- Closed At

###### Create Customer

Create a customer.

- First Name

- Last Name

- Phone

- Photo URL

- Job Title

- Photo Type

- Background

- Location

- Organization

- Gender

- Age

- Emails

- Phones

- Chats

- Social Profiles

- Websites

- Address

- Properties

###### Create Email

Create an email.

- Value

- Type

###### Create Reply Thread

Start a reply thread.

- Customer

- Text

- Draft

- Imported

- Status

- User

- Cc

- Bcc

- Created At

- Attachments

###### Delete Conversation

Remove a conversation.

###### Delete Customer

Remove a customer.

###### Delete Scheduled Thread

Unschedule a thread.

###### Delete User

Remove a user.

###### Get List of Conversation's Threads

Obtain a list of a conversation's threads.

- ID

- Type

- Status

- State

- Created At

- Created By

- Body

- Source

- Customer

- Saved Reply ID

- Assigned To

- To

- Cc

- Bcc

- Rating

- Scheduled

- Embedded

###### Get List of Conversations

Obtain a list of conversations.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Get List of Customers

Obtain a list of customers.

- ID

- First Name

- Last Name

- Gender

- Job Title

- Location

- Organization

- Photo Type

- Photo URL

- Age

- Created At

- Updated At

- Background

- Draft

- Embedded

- Links

###### Get List of Emails

Obtain a list of emails.

- ID

- Value

- Type

- Links

###### Publish Thread Schedule

Publish a scheduled thread. The draft thread is turned into a reply/forward thread, and the message is sent to the customer.

###### Retrieve Conversation

Grab all details about a conversation.

- ID

- Number

- Threads

- Type

- Folder ID

- Status

- State

- Subject

- Preview

- Mailbox ID

- Assignee

- Created By

- Created At

- Closed By

- Closed By User

- Closed At

- User Updated At

- Customer Waiting Since

- Source

- Tags

- Cc

- Bcc

- Primary Customer

- Snooze

- Next Event

- Custom Fields

- Embedded

- Links

###### Retrieve Customer

Grab all details about a customer.

- ID

- First Name

- Last Name

- Gender

- Job Title

- Location

- Organization

- Photo Type

- Photo URL

- Age

- Created At

- Updated At

- Background

- Draft

- Embedded

- Links

###### Retrieve User

Grab all details about a user.

- ID

- First Name

- Last Name

- Email

- Role

- Timezone

- Photo URL

- Created At

- Updated At

- Type

- Mention

- Initials

- Job Title

- Phone

- Alternate Emails

###### Update Conversation

Modify a conversation.

- Subject

- Auto Reply

- Imported

- Type

- Assign To

- Mailbox ID

- Status

- Tags

- Fields

- Threads

###### Update Conversation's Tags

Modify a conversation's tags.

- Tags

###### Update Customer

Modify a customer.

###### Update Snooze

Snooze a conversation.

- Snoozed Until

###### Update Thread Schedule

Schedule a reply/forward thread.

- Scheduled For

- Unschedule On Customer Reply

- Send As Creator

[View all](/content/apps/helpscout/integrate/salesforce#/index.html)

Not just software—partnership

## 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 Help Scout with Salesforce today.

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

[Try MESA today →](/content/pricing/index.html)

MESA AI assistant

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