Loop Returns to Salesforce Integration | MESA

Connect Loop Returns to Salesforce and automate your tasks

Why integrate Loop Returns with Salesforce

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

Update Shopify customer records when a return is initiated

When a customer starts a return in Loop, MESA updates their Shopify record with the relevant details — return reason, product, order value. Your team and connected tools have the full picture before the return is even completed.

Trigger retention workflows the moment a return is filed

When a customer initiates a return in Loop, MESA kicks off the right response — a Klaviyo win-back flow, a Slack alert to the right team member, a loyalty point adjustment in Rivo. You act on the signal while the customer relationship is still recoverable.

Route high-value return events to your team before they escalate

When a VIP customer, a large-order return, or a repeat returner is flagged in Loop, MESA notifies the right person through Slack or email with the order context already attached. Your team responds before the situation becomes a churn event.

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 Loop Returns 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.

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

Label Created or Updated

Starts when a label is created or modified.

Topic
Trigger
Return ID
Order ID
Provider Order ID
Carrier
Tracking Number
Label Status
Label Updated At

Restock Requested

Starts when a restock is requested.

Topic
Trigger
ID
Order ID
Provider Order ID
Restock Items

Return Created or Updated

Starts when a return is created or modified.

Topic
Trigger
ID
State
Created At
Order ID
Order Name
Provider Order ID
Order Number
Customer
Currency
Return Product Total
Return Discount Total
Return Tax Total
Return Total
Return Credit Total
Exchange Product Total
Exchange Discount Total
Exchange Tax Total
Exchange Total
Exchange Credit Total
Gift Card
Handling Fee
Refund
Upsell
Line Items
Exchanges
Carrier
Tracking Number
Label Status
Label Updated At

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 Contact

Modify a contact.

Update Lead

Modify a lead.

Update Opportunity

Modify an opportunity.

List Returns Return

Obtain a list of returns that were created within a given timeframe.

ID
State
Created At
Updated At
Order ID
Order Name
Provider Order ID
Order Number
Customer
Currency
Return Product Total
Return Discount Total
Return Tax Total
Return Total
Return Credit Total
Exchange Product Total
Exchange Discount Total
Exchange Tax Total
Exchange Total
Exchange Credit Total
Gift Card
Handling Fee
Refund
Upsell
Line Items
Exchanges
Carrier
Tracking Number
Label Status
Label Updated At

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 Loop Returns with Salesforce today.

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