Connect Loop to Salesforce and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Loop 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.

Sync Shopify Products to Salesforce Pricebooks

View template

Sync Shopify Orders to Salesforce Opportunities with Opportunity Products

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Why integrate Loop with Salesforce

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

Process every line item in an order individually

When an order arrives with multiple products, Loop goes through each line item one at a time — tagging, routing, or syncing each to a downstream system based on its specific data. One order, many targeted actions.

Update each product in a batch file one by one

When a CSV or FTP file contains multiple products, Loop processes each row individually — updating prices, inventory levels, or descriptions in Shopify without treating the whole file as one action.

Route each item to the right fulfillment location

For orders that split across multiple warehouses or vendors, Loop goes through each line item and sends the correct fulfillment request to the right destination. Every item reaches the right place.

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 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 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 Converted

Starts when a lead is converted.

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

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.

Update Lead

Modify a lead.

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 Loop with Salesforce today.

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

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