Mantle to Salesforce Integration | MESA

Connect Mantle to Salesforce and automate your tasks

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Activity reports

Fully supported

MESA's Mantle 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

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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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Trusted by 1,000+ Shopify merchants

Why integrate Mantle with Salesforce

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

Data integration →

Sync Shopify customer data with Mantle subscription records

When a customer's order history, tags, or profile changes in Shopify, MESA updates the corresponding Mantle record. Your subscription analytics and billing data reflect the full picture of each customer, not just their subscription activity.

Customer experience →

Trigger retention workflows when subscription health drops

When Mantle flags a churn risk, a failed payment, or a usage signal, MESA kicks off the right response — a Klaviyo flow, a Slack alert, a Shopify tag update. You act on subscription health signals before they become cancellations.

Order automation →

Update Shopify customer records when subscription plans change

When a customer upgrades, downgrades, or pauses their plan in Mantle, MESA updates their Shopify tags, fields, and connected tools in real time. Every system reflects the current relationship without manual updates.

Data integration →

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 →

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 →

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 Mantle 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.

Contact Updated

Starts when a contact is modified.

Custom Created

Starts when a custom is created.

Custom Updated

Starts when a custom is modified.

Lead Converted

Starts when a lead is converted.

Lead Created

Starts when a lead is created.

Lead Updated

Starts when a lead is modified.

Opportunity Created

Starts when an opportunity is created.

Opportunity Updated

Starts when an opportunity is modified.

Order Created

Starts when an order is created.

Order Updated

Starts when an order is modified.

Pricebook Entry Created

Starts when a pricebook entry is created.

Pricebook Entry Updated

Starts when a pricebook entry is modified.

Product Created

Starts when a product is created.

Product Updated

Starts when a product is modified.

Customer Account Deactivated

Starts when a customer account is deactivated.

Customer Account Reactivated

Starts when a customer account is reactivated.

Customer Activated One Time Charge

Starts when a customer activates a one-time charge.

Customer Approaching Capped Limit

Starts when a customer is approaching a usage metric limit.

Customer Downgraded

Starts when a customer downgrades their plan.

Customer Exceeded Capped Amount

Starts when a customer exceeds the usage metric amount limit.

Customer Exceeded Usage Charge Limit

Starts when a customer exceeds the usage charge limit.

Customer First Identify

Starts when a customer is first identified by your app.

Customer Installed

Starts when a customer installs your app.

Customer Refunded

Starts when a customer is refunded a charge.

Customer Reinstalled

Starts when a customer reinstalls your app.

Customer Resubscribed

Starts when a customer resubscribes to a plan after being unsubscribed.

Customer Subscribed

Starts when a customer subscribes to one of your app's plans.

Customer Trial Expired

Starts when a customer's trial expires.

Customer Uninstalled

Starts when a customer uninstalls your app.

Customer Unsubscribed

Starts when a customer unsubscribes from one of your app's plans.

Customer Updated

Starts when a customer is updated.

Customer Upgraded

Starts when a customer upgrades their plan.

Customer Usage Event Created

Starts when a customer usage event is created.

Customer's Subscription Frozen

Starts when a customer's subscription freezes.

Customer's Subscription Unfrozen

Starts when a customer subscription unfreezes.

Review Received

Starts when a customer leaves a review.

Create Account

Start a new account.

Create Contact

Start a new contact.

Create Custom

Start a new a custom.

Create Lead

Start a new lead.

Create Opportunity

Start a new an opportunity.

Create Opportunity Product

Start a new opportunity product.

Create or Update Account

Create or modify an account.

Create or Update Contact

Create or modify a contact.

Create or Update Custom

Create or modify a custom.

Create or Update Lead

Create or modify a lead.

Create or Update Opportunity

Create or modify an opportunity.

Create or Update Opportunity Product

Create or modify an opportunity product.

Create or Update Order

Create or modify an order.

Create or Update Order Product

Create or modify an order product.

Create or Update Pricebook Entry

Create or update a pricebook entry.

Create or Update Products

Create or modify a product.

Create Order

Start a new an order.

Create Order Product

Start a new order product.

Create Pricebook Entry

Start a new a pricebook entry.

Create Product

Start a new a product.

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.

Update Contact

Modify a contact.

Update Custom

Modify a custom.

Update Lead

Modify a lead.

Update Opportunity

Modify an opportunity.

Update Opportunity Product

Modify an opportunity product.

Update Order

Modify an order.

Update Order Product

Modify an order product.

Update Pricebook Entry

Modify a pricebook entry.

Update Product

Modify a product.

Add Customer Tags

Adds tags to a customer.

Archive Plan

Archive a plan. Archived plans can not be mutated.

Create App Feature

Creates a new app feature.

Create App Usage Metric

Create an app metric for usage.

Create Company

Create a company.

Create Contact

Create a contact.

Create Custom Field

Create a custom field.

Create Customer

Create a new customer.

Create Plan

Create an app plan.

Create Usage Event

Create a new usage event.

Delete App Feature

Remove an app feature within an organization.

Delete App Usage Metric

Remove an app's usage metric.

Delete Company

Remove a company.

Delete Contact

Remove a contact.

Delete Custom Field

Remove a custom field.

Get List of App Events

Obtain a list of all app events for a specific app.

Get List of App Features

Obtain a list of an app's features.

Get List of App Usage Metrics

Obtain a list of all app's usage metrics.

Get List of App's Plans

Obtain a list of app's plans.

Get List of Apps

Obtain a list of all apps that the authenticated user has permission to access.

Get List of Charges

Obtain a list of all charges for a specific organization.

Get List of Companies

Obtain a list of companies.

Get List of Contacts

Obtain a list of all contacts.

Get List of Custom Fields

Obtain a list of custom fields.

Get List of Customer Segments

Obtain a list of all customer segments for the authenticated organization. Only public segments are returned.

Get List of Customers

Obtain a list of all customers.

Get List of Subscriptions

Obtain a list of subscriptions across all apps and customers.

Get List of Transactions

Obtain a list of all transactions.

Get List of Usage Events

Obtain a list of usage events.

Get List of Users

Obtain a list of all users in an organization.

Remove Customer Tags

Remove tags from a customer.

Retrieve App

Grab all details about an app.

Retrieve App Event

Grab details for a single app event for a specific app.

Retrieve App Feature

Grab all details about an app feature within an organization.

Retrieve App Usage Metric

Grab all details about an app's usage metric.

Retrieve Company

Grab all details about a company.

Retrieve Contact

Grab all details about a contact.

Retrieve Custom Field

Grab all details about a custom field.

Retrieve Customer

Grab all details about a customer.

Retrieve Customer Segment

Grab all details about a customer segment.

Retrieve Organization

Grab all details about an organization.

Retrieve Subscription

Grab all details about a single subscription.

Retrieve Transaction

Grab all details about a transaction with the current organization.

Retrieve User

Grab all details about a user.

Unarchive Plan

Mark a plan as no longer deprecated. It can be mutated after being unarchived.

Update App Feature

Modify an app feature within an organization.

Update App Usage Metric

Modify an existing app's usage metric.

Update Company

Modify an existing company.

Update Contact

Modify an existing contact.

Update Custom Field

Modify an existing custom field.

Update Customer

Modify an existing customer.

Update Plan

Modify an existing plan. Certain properties like amount, interval, and currency code cannot be updated.

View all

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 Mantle with Salesforce today.

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

Try MESA today →

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