# Connect Salesforce to Skio and automate your tasks ## Why integrate Salesforce with Skio The Salesforce to Skio integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. ### 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. ### Sync Skio subscription data with your marketing and CRM tools When a customer subscribes, skips, pauses, or cancels in Skio, MESA updates their record across your connected platforms — email platform, loyalty program, Shopify tags. Every tool reflects current subscription status without manual list updates. ### Trigger retention workflows the moment a subscriber churns When a cancellation or failed payment occurs in Skio, MESA kicks off the right response — a win-back flow in Klaviyo, a Slack alert, a tag update in Shopify. You act on churn signals before they become lost customers. ### Tag and segment subscribers based on their Skio behavior As customers interact with their Skio subscription — upgrading, pausing, swapping products — MESA updates their Shopify tags and customer fields in real time. Your segments stay accurate without manual list management between platforms. ## Build any Salesforce and Skio 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. ###### Discount Code Applied Starts when a discount code is applied. ###### Order Placed Starts when an order is placed. - Shopify Order ID - Shopify Order Name - Subscription ID - Timestamp - User Cognito Username - User Email - User Type - Amount - Code Platform ID - Method - Redeem Code - Type ###### Product Updated Starts when a product is updated. - Price - Product Title - Product Variant ID - Product Variant Title - Quantity ###### Subscription Activated Starts when a subscription is activated. - Subscription ID - Timestamp - User Cognito Username - User Email - User Type ###### Subscription Cancelled Starts when a subscription is cancelled. - Subscription ID - Timestamp - User Cognito Username - User Email - User Type ###### Subscription Updated Starts when a subscription is updated. ###### 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 - Email - Mailing Street - Mailing City - Mailing State - Mailing Postal Code - Mailing Country - Phone - Description - Fax - ID ###### 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. - Last Name - First Name - Company - Street - Is Deleted - Master Record ID - Salutation - Title - City - State - Postal Code - Country - Phone - Mobile Phone - Fax - Email - 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. ###### Lead Updated Starts when a lead is modified. ###### 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. ###### 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. ###### 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 ## Expert support included MESA includes hands-on support from automation experts who know how to get things done.