Recharge to Salesforce Integration | MESA

Connect Recharge to Salesforce and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Recharge 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

★★★★★ 4.9 rating on Shopify App Store

Start when...

Personalize with built-in tools...

Then, do this...

Trusted by 1,000+ Shopify merchants

Why integrate Recharge with Salesforce

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

Customer experience →

Stay ahead of subscription churn

When a payment fails or a subscription is paused, MESA triggers the right response automatically — a follow-up task, a tag update, a notification to your team. Retention actions happen before revenue slips away.

Data integration →

Keep subscriber records accurate across tools

Every subscription change in Recharge — new, upgraded, cancelled, or paused — updates the matching record in your CRM, spreadsheet, or data warehouse. Your team always works from current data.

Order automation →

Alert your team to high-value subscriber events

When a subscriber hits a milestone, upgrades their plan, or cancels after a long tenure, MESA sends a targeted alert to Slack or email. Your team can act while the moment still matters.

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 Recharge 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.

Address Created

Starts when an address is created.

Address Updated

Starts when an address is modified.

Charge Created

Starts when a charge is created.

Charge Deleted

Starts when a charge is removed.

Charge Failed

Starts when a charge failed.

Charge Max Retries Reached

Starts when a charge reached its' maxed retry.

Charge Paid

Starts when a charge is processed.

Charge Refunded

Starts when a charge is refunded.

Charge Uncaptured

Starts when a charge is uncaptured.

Charge Upcoming

Starts when a charge is due soon.

Charge Updated

Starts when a charge is modified.

Checkout Processed

Starts when a checkout is processed.

Customer Activated

Starts when a customer account is enabled.

Customer Created

Starts when a customer is created.

Customer Deactivated

Starts when a customer account is terminated.

Customer Deleted

Starts when a customer is removed.

Customer Payment Method Updated

Starts when a customer's payment method is modified.

Customer Updated

Starts when a customer account is modified.

One-time Product Created

Starts when an one time product is created.

One-time Product Deleted

Starts when an one time product is removed.

One-time Product Updated

Starts when an one time product is modified.

Order Cancelled

Starts when an order is cancelled.

Order Created

Starts when an order is created.

Order Deleted

Starts when an order is removed.

Order Payment Captured

Starts when an order's payment is captured.

Order Processed

Starts when an order is processed.

Order Success

Starts when an order is a success.

Order Upcoming

Starts when an order is upcoming.

Order Updated

Starts when an order is modified.

Product Created

Starts when a product is created.

Product Deleted

Starts when a product is removed.

Product Updated

Starts when a product is modified.

Subscription Activated

Starts when a subscription is enabled.

Subscription Cancelled

Starts when a subscription is cancelled.

Subscription Created

Starts when a subscription is created.

Subscription Deleted

Starts when a subscription is removed.

Subscription Skipped

Starts when a subscription is skipped.

Subscription Swapped

Starts when a subscription is swapped.

Subscription Unskipped

Starts when a subscription is unskipped.

Subscription Updated

Starts when a subscription is modified.

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.

Activate Subscription

Enable a subscription.

Apply Discount to Charge

Apply a discount to a charge.

Cancel Subscription

Cancel a subscription.

Capture a Charge

Capture funds of a previously authorized charge.

Change Subscription's Address

Adjust a subscription's address.

Change Subscription's Next Charge Date

Adjust a subscription's next charge date.

Clone Order

Duplicate an order.

Create Address

Create a new address.

Create Charge

Create a new charge.

Create Charge Metafield

Create a charge metafield.

Create Checkout

Create a new checkout.

Create Customer

Create a customer.

Create Customer Metafield

Create a customer metafield.

Create Customer Notification

Send a notification to a customer.

Create Discount

Create a discount.

Create One-time

Create an one-time.

Create One-time Address

Create an one-time address.

Create Order Metafield

Create an order metafield.

Create Subscription

Create a subscription.

Create Subscription Metafield

Create a subscription metafield.

Delete Address

Remove an address.

Delete Customer

Remove a customer.

Delete Discount

Remove a discount.

Delete Metafield

Remove a metafield.

Delete One-time

Remove a one-time.

Delete Order

Remove an order.

Delete Subscription

Remove a subscription.

Filter by Order Count of Subscription

Check that the order's count in the duration of the customer's subscription is equal to or is included in the number(s) that you set for.

Get List of Addresses

Obtain a list of all addresses. This action will return 50 results by default, with a maximum of 250.

Get List of Charges

Obtain a list of charges. This action will return 50 results by default, with a maximum of 250.

Get List of Customer Delivery Schedules

Obtain a list of delivery schedules for a specific customer. This action will return 50 results by default, with a maximum of 250.

Get List of Customers

Obtain a list of customers. This action will return 50 results by default, with a maximum of 250.

Get List of Discounts

Obtain a list of all discounts. This action will return 50 results by default, with a maximum of 250.

Get List of Metafields

Obtain a list of all metafields. This action will return 50 results by default, with a maximum of 250.

Get List of One-times

Obtain a list of one-times. This action will return 50 results by default, with a maximum of 250.

Get List of Orders

Obtain a list of orders. This action will return 50 results by default, with a maximum of 250.

Get List of Payment Methods

Obtain a list of payment methods.

Get List of Subscriptions

Obtain a list of subscriptions. This action will return 50 results by default, with a maximum of 250.

Orders Count

Receive a total number of orders placed by the customer's email address.

Process a Charge

Process a charge.

Refund a Charge

Issue a refund for a charge.

Remove Discount from Charge

Take off a discount from a charge.

Retrieve Address

Grab all details about the address.

Retrieve Charge

Grab all details about a charge.

Retrieve Checkout

Grab all details about the checkout.

Retrieve Checkout Shipping Rates

Get a list with details about checkout shipping rates.

Retrieve Customer

Grab all details about the customer.

Retrieve Discount

Grab all details about the discount.

Retrieve Metafield

Grab all details about the metafield.

Retrieve One-time

Grab all details about the one time.

Retrieve Order

Grab all details about the order.

Retrieve Order's Count of Subscription

Grab an order's count in the duration of the customer's subscription.

Retrieve Payment Method

Grab all details about a payment method.

Retrieve Subscription

Grab all details about the subscription.

Skip a Charge

Not process the charge.

Unskip a Charge

Process a previously skipped charge.

Update Address

Modify an address.

Update Checkout

Modify a checkout's details.

Update Customer

Modify a customer's details.

Update Discount

Modify a discount's details.

Update Metafield

Modify a metafield's details.

Update One-time

Modify an one-time's details.

Update Order

Modify an order's details.

Update Subscription

Modify a subscription's details.

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 Recharge with Salesforce today.

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

Try MESA today →

MESA AI assistant

+×

Describe your task...

You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.