Salesforce to Sendlane Integration | MESA

Connect Salesforce to Sendlane and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Salesforce to Sendlane 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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Trusted by 1,000+ Shopify merchants

Why integrate Salesforce with Sendlane

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

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.

Data integration →

Keep Sendlane profiles current as customers shop in Shopify

When a customer's behavior changes in Shopify — a new purchase, a tag update, a loyalty tier change — MESA updates their Sendlane profile in real time. Your segments and automations always reflect who your customers are right now, not who they were at the last sync.

Customer experience →

Trigger Sendlane automations from any Shopify event

When an order is placed, a subscription starts, or a customer hits a milestone, MESA sends the signal to Sendlane and starts the right automation. Your email and SMS marketing runs on the full range of what happens in your store, not just native Shopify triggers.

Order automation →

Suppress the right customers from campaigns at the right time

When a customer files a return, opens a support ticket, or enters a sensitive window, MESA updates their Sendlane status or tags automatically. Your campaigns reach the right people without anyone managing list hygiene by hand.

Build any Salesforce and Sendlane 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.

Add Contact Custom Field

Add a custom field on a contact.

Add Contact Tag

Add a contact tag.

Add SMS Consent to Contact

Add SMS consent to a contact. This must be enabled in your account by contacting Sendlane support.

Create and Add Contact to List

Create and add a new contact to a list.

Create Custom Field

Create a custom field.

Create Domain Suppression

Create a domain suppression.

Create Email Suppression

Create an email suppression.

Create List

Create a list.

Create Sender

Create a sender.

Create Tag

Create a tag.

Delete Contact

Remove a contact from a list.

Delete Contact

Remove a contact.

Delete Contact's Back in Stock

Remove a back in stock from a contact.

Delete Contact's Tag

Remove a tag from a contact.

Delete Custom Field Contact

Remove a custom field from a contact.

Delete Domain Suppression

Remove domain suppression.

Delete List

Remove a list.

Delete Sender

Remove a sender.

Delete SMS Consent from Contact

Remove SMS consent from a contact.

Delete Tag

Remove a tag.

Get List of Back in Stock Contacts

Obtain a list of back in stock contacts.

Get List of Campaigns

Obtain a list of campaigns.

Get List of Contact Subscriptions

Obtain a list of contact subscriptions.

Get List of Contact's Custom Fields

Obtain a list of custom fields for a contact.

Get List of Contact's History

Obtain a list of a contact's history.

Get List of Contact's Segments

Obtain a list of a contact's segments.

Get List of Contact's Subscriptions

Obtain a list of contact's subscriptions.

Get List of Contact's Tags

Obtain a list of a contact's tags.

Get List of Contacts

Obtain a list of contacts from a contact list.

Get List of Contacts

Obtain a list of contacts.

Get List of Custom Fields

Obtain a list of custom fields.

Get List of Domain Suppressions

Obtain a list of domain suppressions.

Get List of Email Suppressions

Obtain a list of email suppressions.

Get List of Segment's Contacts

Obtain a list of all the contacts that are in a given segment.

Get List of Segments

Obtain a list of segments.

Get List of Senders

Obtain a list of senders.

Get List of Tag's Contacts

Obtain a list of contacts associated with a particular tag.

Get List of Tags

Obtain a list of tags.

Get List of Unsubscribed Contacts

Obtain a list of unsubscribed contacts.

Get List of Unsubscribed Contacts from List

Obtain a list of unsubscribed contacts from a list.

Get Lists of Lists

Obtain a list of lists.

Retrieve Campaign

Grab all details about a campaign.

Retrieve Campaign Report

Grab all details about a campaign report.

Retrieve Contact

Grab all details about a contact.

Retrieve Contact

Grab all details about a contact.

Retrieve Contact's Back in Stock

Grab all details about a contact's back in stock.

Retrieve Contact's Custom Field

Grab all details about a contact's custom field.

Retrieve Contact's SMS Consent

Grab all details about a contact's SMS consent.

Retrieve Contact's Tag

Grab all details about a contact's tag.

Retrieve Custom Field

Grab all details about a custom field.

Retrieve List

Grab all details about a list.

Retrieve Segment

Grab all details about a segment.

Retrieve Sender

Grab all details about a sender.

Retrieve Tag

Grab all details about a tag.

Search Contact

Search for a contact.

Search Contact and Add SMS Consent

Search for a contact by email or phone to add SMS Consent.

Unsubscribe Contact

Unsubscribe a contact.

Update Custom Field

Modify a custom field.

Update List

Modify a list.

Update Sender

Modify a sender.

Update Tag

Modify a tag.

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.

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 Salesforce with Sendlane today.

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

Try MESA today →

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