Salesforce to Shopify Partner Integration | MESA

Connect Salesforce to Shopify Partner and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Salesforce to Shopify Partner 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 Shopify Partner

The Salesforce to Shopify Partner 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 →

Track client store activity across your agency portfolio

When a significant event occurs in a client's Shopify store — a new order threshold, a product launch, a fulfillment issue — MESA surfaces it to your team through Slack or a shared dashboard. Your agency stays informed across every store without logging into each one separately.

Enterprise automation →

Automate client onboarding when a new store is provisioned

When a new store is added to your Shopify Partners account, MESA kicks off the right onboarding sequence — creating project tasks in ClickUp or Asana, notifying the assigned team member, setting up the client record in your CRM. Your agency's onboarding process runs consistently without manual coordination on every new engagement.

Order automation →

Sync client store data with your reporting and ops tools

When store metrics, order volumes, or app usage change across your client portfolio, MESA pushes the relevant data to Google Sheets, Airtable, or a Google Doc. Your team tracks portfolio health from a single view without pulling reports from each store individually.

Build any Salesforce and Shopify Partner 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.

App Adjustment Transaction Created

Starts when a transaction corresponding to a refund, downgrade, or adjustment of an app charge is created.

App Credit Applied

Starts when an app credit is applied.

App Credit Created

Starts when a transaction corresponding to an app credit is created.

App Credit Failed

Starts when an app credit has failed.

App Credit Pending

Starts when an app credit is pending.

App Inst Reactivated

Starts when an app relationship is reactivated.

App Installed

Starts when an is installed.

App Relationship Deactivated

Starts when an app relationship is deactivated.

App Subscription Charge Accepted

Starts when an app subscription charge is accepted.

App Subscription Charge Activated

Starts when a store accepts billing charges.

App Subscription Charge Canceled

Starts when an app subscription charge is canceled.

App Subscription Charge Created

Starts when a transaction corresponding to an app subscription charge is created.

App Subscription Charge Declined

Starts when an app subscription charge is declined.

App Subscription Charge Expires

Starts when an app subscription charge expires.

App Subscription Charge Frozen

Starts when an app subscription charge is frozen.

App Subscription Charge Unfrozen

Starts when an app subscription charge is unfrozen.

App Subscription's Capped Amount Updated

Starts when an app subscription's capped amount is updated.

App Subscription's Capped Amount Updated

Starts when an app subscription's capped amount is approaching 90%.

App Uninstalled

Starts when an app is uninstalled.

App Usage Charge Applied

Starts when an app usage charge is applied.

App Usage Charge Created

Starts when a transaction corresponding to an app usage charge is created.

One-Time App Charge Accepted

Starts when a one-time app charge is accepted.

One-Time App Charge Activated

Starts when a one-time app charge is activated.

One-Time App Charge Created

Starts when a transaction corresponding to a one-time app charge is created.

One-Time App Charge Declined

Starts when a one-time app charge is declined.

One-Time App Charge Expired

Starts when a one-time app charge is expired.

Service Transaction Adjustment Created

Starts when a transaction corresponding to a refund, downgrade, or adjustment of a service sale is created.

Service Transaction Created

Starts when a transaction corresponding to a paid invoice for a service is created.

Shop Referral Transaction Adjustment Created

Starts when a transaction corresponding to a shop referral adjustment is created.

Shop Referral Transaction Created

Starts when a transaction corresponding to a shop referral is created.

Tax Transaction Created

Starts when a tax transaction is created.

Theme Purchased

Starts when a transaction corresponding to a theme is purchased.

Theme Transaction Adjustment Created

Starts when a transaction corresponding to a refund, downgrade, or adjustment of a theme sale is created.

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.

Create App Credit

Create an app credit.

Get List of Accepted One-Time Charges

Obtain a list of all accepted one-time charges.

Get List of Accepted Subscription Charges

Obtain a list of all accepted subscription charges.

Get List of Activated One-Time Charges

Obtain a list of all activated one-time charges.

Get List of Activated Subscription Charges

Obtain a list of all activated subscription charges.

Get List of App Adjustment Transactions

Obtain a list of transactions corresponding to a refund, downgrade, or adjustment of an app charge.

Get List of App Credits

Obtain a list of transactions corresponding to an app credit.

Get List of App Subscription Charges

Obtain a list of transactions corresponding to an app subscription charge.

Get List of App Usage Charges

Obtain a list of transactions corresponding to an app usage charge.

Get List of Applied Credits

Obtain a list of all applied credits.

Get List of Applied Usage Charges

Obtain a list of all applied usage charges.

Get List of Canceled Subscription Charges

Obtain a list of all canceled subscription charges.

Get List of Deactivated App Relationships

Obtain a list of all deactivated app relationships.

Get List of Declined One-Time Charges

Obtain a list of all declined one-time charges.

Get List of Declined Subscription Charges

Obtain a list of all declined subscription charges.

Get List of Expired One-Time Charges

Obtain a list of all expired one-time charges.

Get List of Expired Subscription Charges

Obtain a list of all expired subscription charges.

Get List of Failed Credits

Obtain a list of all failed credits.

Get List of Frozen Subscription Charges

Obtain a list of all frozen subscription charges.

Get List of Installed App Relationships

Obtain a list of all installed app relationships.

Get List of One-Time App Charges

Obtain a list of transactions corresponding to a one-time app charge.

Get List of Pending Credits

Obtain a list of all pending credits.

Get List of Reactivated App Relationships

Obtain a list of all reactivated app relationships.

Get List of Service Transaction Adjustments

Obtain a list of transactions corresponding to a refund, downgrade, or adjustment of a service sale.

Get List of Service Transactions

Obtain a list of transactions corresponding to a paid invoice for a service.

Get List of Shop Referral Transaction Adjustments

Obtain a list of transactions corresponding to a shop referral adjustment.

Get List of Shop Referral Transactions

Obtain a list of transactions corresponding to a shop referral.

Get List of Subscriptions Approaching Capped Amount

Obtain a list of subscriptions that are approaching capped amount.

Get List of Subscriptions Capped Amount Updated

Obtain a list of all subscriptions that had their capped amount updated.

Get List of Tax Transactions

Obtain a list of tax transactions.

Get List of Theme Purchased Transactions

Obtain a list of transactions corresponding to a theme.

Get List of Theme Transaction Adjustments

Obtain a list of transactions corresponding to a refund, downgrade, or adjustment of a theme sale.

Get List of Transactions

Obtain a list of transactions.

Get List of Unfrozen Subscription Charges

Obtain a list of all unfrozen subscription charges.

Get List of Uninstalled App Relationships

Obtain a list of all uninstalled app relationships.

Retrieve App Adjustment Transaction

Grab all details about a transaction corresponding to a refund, downgrade, or adjustment of an app charge.

Retrieve App Credit

Grab all details about a transaction corresponding to an app credit.

Retrieve App Subscription Charge

Grab all details about a transaction corresponding to an app subscription charge.

Retrieve App Usage Charge

Grab all details about a transaction corresponding to an app usage charge.

Retrieve One-Time App Charge

Grab all details about a transaction corresponding to a one-time app charge.

Retrieve Service Transaction

Grab all details about a transaction corresponding to a paid invoice for a service.

Retrieve Service Transaction Adjustment

Grab all details about a transaction corresponding to a refund, downgrade, or adjustment of a service sale.

Retrieve Shop Referral Transaction

Grab all details about a transaction corresponding to a shop referral.

Retrieve Shop Referral Transaction Adjustment

Grab all details about a transaction corresponding to a shop referral adjustment.

Retrieve Tax Transaction

Grab all details about a tax transaction.

Retrieve Theme Purchased Transaction

Grab all details about a transaction corresponding to a theme.

Retrieve Theme Transaction Adjustment

Grab all details about a transaction corresponding to a refund, downgrade, or adjustment of a theme sale.

Retrieve Transaction

Grab all details about a transaction.

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 Shopify Partner today.

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

Try MESA today →

MESA AI assistant

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Describe your task...

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