Recall to Salesforce Integration | MESA
Connect Recall to Salesforce and automate your tasks
Why integrate Recall with Salesforce
The Recall to Salesforce integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Turn meeting transcripts into Shopify customer and order actions
When Recall.ai captures a sales or account call, MESA reads the transcript and updates the relevant Shopify customer record — notes, tags, lifecycle stage. What was said in the meeting becomes part of your customer data without anyone transcribing it manually.
Create follow-up tasks from sales calls automatically
When a Recall.ai meeting ends, MESA extracts the commitments and next steps and creates tasks in ClickUp, Airtable, or Google Docs. Your team acts on what was agreed without relying on someone to write it up after the call.
Alert your team when a call surfaces an urgent customer signal
When a Recall.ai transcript contains a churn signal, a complaint, or an upsell opportunity, MESA notifies the right person through Slack or email. Your team responds to what matters while the conversation is still fresh.
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 Recall 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
- 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
- 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
- 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
- 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
- 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
Create Bot
Create a bot.
- Meeting URL
- Bot Name
- Join Time
Get List of Bots
Obtain a list of bots.
- ID
- Meeting URL
- Bot Name
- Join At
- Recording Config
- Status Changes
- Recordings
- Automatic Leave
- Calendar Meetings
- Metadata
Get List of Transcripts
Obtain a list of transcripts.
- Transcript ID
- Status
- Recording ID
- Created At
- Download URL
Retrieve Bot
Grab all details about a bot.
- ID
- Meeting URL
- Bot Name
- Join At
- Recording Config
- Status Changes
- Recordings
- Automatic Leave
- Calendar Meetings
- Metadata
Retrieve Transcript
Grab all details about a transcript.
- Transcript ID
- Status
- Recording ID
- Created At
- Formatted Transcript
- Raw Transcript Data
- Download URL
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