Salesforce to Smartrr Integration | MESA

Connect Salesforce to Smartrr and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Salesforce to Smartrr 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 Smartrr

The Salesforce to Smartrr 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 →

Sync subscription data with your marketing and CRM tools

When a customer subscribes, skips, or cancels in Smartrr, MESA updates their record across your connected platforms. Your email segments, loyalty program, and CRM always reflect current subscription status.

Customer experience →

Trigger retention workflows the moment a subscriber churns

When a cancellation or failed payment happens in Smartrr, MESA kicks off the right response — a win-back email, a Slack alert, a tag update in Shopify. You catch churn signals before they become lost customers.

Order automation →

Tag and segment subscribers based on their behavior

As customers interact with their Smartrr subscription — upgrading, pausing, adding products — MESA updates their Shopify tags and customer fields in real time. Your segments stay accurate without manual list management.

Build any Salesforce and Smartrr 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.

Payment Method Update

Starts when a payment method is updated.

Subscription Activate

Starts when a subscription is activated.

Subscription Cancel

Starts when a subscription is cancelled.

Subscription Create

Starts when a subscription is created.

Subscription Failed Payment

Starts when a payment failed for a subscription.

Subscription Gift

Starts when a subscription is gifted.

Subscription Pause

Starts when a subscription is paused.

Subscription Send Now

Starts when a subscription is sent now.

Subscription Set Next Date

Starts when a subscription's next date is set.

Subscription Skip

Starts when a subscription is skipped.

Subscription Successful Payment

Starts when a successful payment was made for a subscription.

Subscription Unskip

Starts when a subscription is unskipped.

Subscription Upcoming Order

Starts when a subscription has an upcoming order.

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.

Activate Purchase

Initiate a purchase.

Add Cancellation Reason

Append a cancellation reason.

Add Line Item To Purchase

Append a line item to a purchase.

Add Loyalty Points to Customer

Add loyalty points to an existing customer. Requires Smartrr's Excel plan.

Apply Discount on Purchase

Use a discount on a purchase.

Cancel Purchase

Cancel a purchase.

Complete Historical Orders Sync

Conduct a historical orders sync.

Create Purchase State

Create a purchase state.

Delete Cancellation Reason

Remove a cancellation reason.

Delete Discount on Purchase

Remove a discount on a purchase.

Get List of Addons Configs

Obtain a list of addons configs.

Get List of Bill Audit History

Obtain a list of bill audit history.

Get List of Bills

Obtain a list of bills.

Get List of Bills by Shopify Subscription Id

Obtain a list of bills by Shopify subscription id.

Get List of Cancellation Reasons

Obtain a list of cancellation reasons.

Get List of Customer Portal Themes

Obtain a list of customer portal themes.

Get List of Customer Relationships

Obtain a list of customer relationships.

Get List of Events by Shopify Subscription Id

Obtain a list of events by Shopify subscription id.

Get List of Formatted Orders

Obtain a list of formatted orders.

Get List of Orders

Obtain a list of orders.

Get List of Orders by Shopify Subscription Id

Obtain a list of orders by Shopify subscription id.

Get List of Payment Methods

Obtain a list of payment methods.

Get List of Purchasable Collections

Obtain a list of purchasable collections.

Get List of Purchasables

Obtain a list of purchasables.

Get List of Purchase State Line Items

Obtain a list of purchase state line items.

Get List of Purchase States

Obtain a list of purchase states

Get List of Selling Plan Groups

Obtain a list of selling plan groups.

Import Customer Relationship from Shopify Customer

Bring in a customer relationship from a Shopify customer.

Import Customer's Payment Methods from Shopify

Bring in a customer's payment method from Shopify.

Migrate Recharge Purchase State

Migrate a Recharge purchase state.

Pause Purchase

Halt a purchase.

Remove Line Item from Purchase State.

Delete line item from purchase state.

Retries Bill

Retries a bill.

Retrieve Purchase State by Shopify Subscription Id

Grab all details about purchase state by Shopify subscription id.

Retrieve Setup Status for Organization

Get the setup status for an organization.

Rollback Recharge Purchase State

Revert a Recharge purchase state.

Set Next Billing Date on Purchase

Establish a next billing date on purchase.

Set Selling Plan on Purchase

Establish a selling plan on purchase.

Skip Purchase

Omit a purchase.

Swap Purchase State Line Items

Swap the purchase state of line items.

Unskip Purchase

Resume a purchase.

Update Address on Purchase State

Modify address on purchase state.

Update Cancellation Reason

Modify a cancellation reason.

Update Customer Portal Theme

Modify a customer portal theme.

Update External Subscription Dates on Purchase State

Modify external subscription dates on purchase state.

Update Line Item on Purchase State

Modify the purchase state of a specific line item.

Update Purchasable Theme

Modify a purchasable theme.

Update Setup Status for Organization

Modify setup status for an organization.

Update Shipping Price on Purchase State

Modify shipping price on purchase state.

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 Smartrr today.

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

Try MESA today →

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