# 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. [Try MESA for free](/content/pricing/index.html) ★★★★★ 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 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 →](/content/solutions/data-integration/index.html) ### 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 →](/content/solutions/order-automation/index.html) ### 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 →](/content/solutions/customer-experience/index.html) ### 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 →](/content/solutions/data-integration/index.html) ### 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 →](/content/solutions/customer-experience/index.html) ### 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 →](/content/solutions/order-automation/index.html) ### 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. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Create Starts when a subscription is created. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Failed Payment Starts when a payment failed for a subscription. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Gift Starts when a subscription is gifted. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Pause Starts when a subscription is paused. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Send Now Starts when a subscription is sent now. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Set Next Date Starts when a subscription's next date is set. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Skip Starts when a subscription is skipped. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Successful Payment Starts when a successful payment was made for a subscription. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Unskip Starts when a subscription is unskipped. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Upcoming Order Starts when a subscription has an upcoming order. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### 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. - First Name - Last Name - Account ID - Email - Mailing Street - Mailing City - Mailing State - Mailing Postal Code - Mailing Country - Phone - Description - Fax - ID ###### 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. - 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 Updated Starts when a lead is modified. - 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 ###### 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. - 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 ###### 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. - 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 ###### 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 ###### Activate Purchase Initiate a purchase. - Cust Rel ###### Add Cancellation Reason Append a cancellation reason. - ID - Reason Type - Text - Action - Ui Idx - Discount - Has Customer Prompt - Is Archived ###### Add Line Item To Purchase Append a line item to a purchase. - Selling Organization ###### 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. - Selling Organization ###### Cancel Purchase Cancel a purchase. - Cust Rel ###### Complete Historical Orders Sync Conduct a historical orders sync. ###### Create Purchase State Create a purchase state. - Start Date - Shipping Info - Lines - Stripe Customer ID - Billing Address - Paypal Billing Agreement ID - Shopify Payment Method ID - Delivery Price - Billing Policy - Selling Plan ID - Status ###### Delete Cancellation Reason Remove a cancellation reason. ###### Delete Discount on Purchase Remove a discount on a purchase. - Selling Organization ###### Get List of Addons Configs Obtain a list of addons configs. - Selling Plans ###### Get List of Bill Audit History Obtain a list of bill audit history. - Bill ID ###### Get List of Bills Obtain a list of bills. - St ###### Get List of Bills by Shopify Subscription Id Obtain a list of bills by Shopify subscription id. - St ###### Get List of Cancellation Reasons Obtain a list of cancellation reasons. - ID - Reason Type - Text - Action - Ui Idx - Discount - Has Customer Prompt - Is Archived ###### Get List of Customer Portal Themes Obtain a list of customer portal themes. ###### Get List of Customer Relationships Obtain a list of customer relationships. - ID - Created Date - Updated Date - Deleted At ###### Get List of Events by Shopify Subscription Id Obtain a list of events by Shopify subscription id. - ID - Event Data - Created By - Event Date - Event Type ###### Get List of Formatted Orders Obtain a list of formatted orders. - ID - Created Date - Updated Date - Deleted At - Cust Rel - Sts ###### Get List of Orders Obtain a list of orders. - ID - Created Date - Updated Date - Deleted At - Cust Rel - Sts ###### Get List of Orders by Shopify Subscription Id Obtain a list of orders by Shopify subscription id. - ID - Created Date - Updated Date - Deleted At - Cust Rel - Sts ###### Get List of Payment Methods Obtain a list of payment methods. - ID - Created Date - Updated Date - Deleted At ###### Get List of Purchasable Collections Obtain a list of purchasable collections. - ID - Created Date - Updated Date - Deleted At ###### Get List of Purchasables Obtain a list of purchasables. - ID - Created Date - Updated Date - Deleted At ###### 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 - Cust Rel ###### Get List of Selling Plan Groups Obtain a list of selling plan groups. - Selling Plans ###### Import Customer Relationship from Shopify Customer Bring in a customer relationship from a Shopify customer. - ID - Created Date - Updated Date - Deleted At ###### Import Customer's Payment Methods from Shopify Bring in a customer's payment method from Shopify. - ID - Created Date - Updated Date - Deleted At ###### Migrate Recharge Purchase State Migrate a Recharge purchase state. - ID - Created Date - Updated Date - Deleted At ###### Pause Purchase Halt a purchase. - Cust Rel ###### Remove Line Item from Purchase State. Delete line item from purchase state. - Selling Organization ###### Retries Bill Retries a bill. - Cust Rel ###### Retrieve Purchase State by Shopify Subscription Id Grab all details about purchase state by Shopify subscription id. - Selling Organization ###### Retrieve Setup Status for Organization Get the setup status for an organization. - Selected Selling Plan ID - Has Product Selected - Snippets Theme ID - Rendering Theme ID - Is Setup Finished - Optimization ###### Rollback Recharge Purchase State Revert a Recharge purchase state. - ID - Created Date - Updated Date - Deleted At ###### Set Next Billing Date on Purchase Establish a next billing date on purchase. - Selling Organization ###### Set Selling Plan on Purchase Establish a selling plan on purchase. - Selling Organization ###### Skip Purchase Omit a purchase. - Selling Organization ###### Swap Purchase State Line Items Swap the purchase state of line items. - Selling Organization ###### Unskip Purchase Resume a purchase. - Selling Organization ###### Update Address on Purchase State Modify address on purchase state. - Company - Shopify ID ###### Update Cancellation Reason Modify a cancellation reason. - ID - Reason Type - Text - Action - Ui Idx - Discount - Has Customer Prompt - Is Archived ###### Update Customer Portal Theme Modify a customer portal theme. - Theme Shopify ID - Updated Theme Properties ###### Update External Subscription Dates on Purchase State Modify external subscription dates on purchase state. - External Subscription Created Date - External Subscription Cancelled At ###### Update Line Item on Purchase State Modify the purchase state of a specific line item. - Price - Quantity ###### Update Purchasable Theme Modify a purchasable theme. - Primary Color - Background Color - Button Text Color - Button Border Color - Button Background Color - Purchasable ID ###### Update Setup Status for Organization Modify setup status for an organization. ###### Update Shipping Price on Purchase State Modify shipping price on purchase state. - Price ###### Create Account Start a new account. - Name - Phone - Shipping Street - Shipping City - Shipping State - Shipping Postal Code - Shipping Country - Billing Street - Billing City - Billing State - Billing Postal Code - Billing Country - Fax - Account Number - Website - ID ###### Create Contact Start a new contact. - First Name - Last Name - Account ID - Email - Mailing Street - Mailing City - Mailing State - Mailing Postal Code - Mailing Country - Phone - Description - Fax - ID ###### Create Custom Start a new a custom. ###### Create Lead Start a new lead. - 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 ###### Create Opportunity Start a new an opportunity. - 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 ###### Create Opportunity Product Start a new opportunity product. - Opportunity ID - Product2id - Quantity - Unit Price - Description - Discount - ID ###### Create or Update Account Create or modify an account. - Name - Phone - Shipping Street - Shipping City - Shipping State - Shipping Postal Code - Shipping Country - Billing Street - Billing City - Billing State - Billing Postal Code - Billing Country - Fax - Account Number - Website - ID ###### Create or Update Contact Create or modify a contact. - First Name - Last Name - Account ID - Email - Mailing Street - Mailing City - Mailing State - Mailing Postal Code - Mailing Country - Phone - Description - Fax - ID ###### Create or Update Custom Create or modify a custom. ###### Create or Update Lead Create or modify a lead. - 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 ###### Create or Update Opportunity Create or modify an opportunity. - 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 ###### Create or Update Opportunity Product Create or modify an opportunity product. - Opportunity ID - Product2id - Quantity - Unit Price - Description - Discount - ID ###### Create or Update Order Create or modify an order. - 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 ###### Create or Update Order Product Create or modify an order product. - Order ID - Product2id - Quantity - Unit Price - Description - ID ###### Create or Update Pricebook Entry Create or update a pricebook entry. - Product2id - Pricebook2id - Unit Price - Is Active - ID ###### Create or Update Products Create or modify a product. - Name - Stock Keeping Unit - Description - Product Code - Display Url - Active - Product Family - External ID - ID ###### Create Order Start a new an order. - 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 ###### Create Order Product Start a new order product. - Order ID - Product2id - Quantity - Unit Price - Description - ID ###### Create Pricebook Entry Start a new a pricebook entry. - Product2id - Pricebook2id - Unit Price - Is Active - ID ###### Create Product Start a new a product. - Name - Stock Keeping Unit - Description - Product Code - Display Url - Active - Product Family - External ID - ID ###### 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. - Name - Phone - Shipping Street - Shipping City - Shipping State - Shipping Postal Code - Shipping Country - Billing Street - Billing City - Billing State - Billing Postal Code - Billing Country - Fax - Account Number - Website - ID ###### Update Contact Modify a contact. - First Name - Last Name - Account ID - Email - Mailing Street - Mailing City - Mailing State - Mailing Postal Code - Mailing Country - Phone - Description - Fax - ID ###### Update Custom Modify a custom. ###### Update Lead Modify a lead. - 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 ###### Update Opportunity Modify an opportunity. - 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 ###### Update Opportunity Product Modify an opportunity product. - Opportunity ID - Product2id - Quantity - Unit Price - Description - Discount - ID ###### Update Order Modify an order. - 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 ###### Update Order Product Modify an order product. - Order ID - Product2id - Quantity - Unit Price - Description - ID ###### Update Pricebook Entry Modify a pricebook entry. - Product2id - Pricebook2id - Unit Price - Is Active - ID ###### Update Product Modify a product. - Name - Stock Keeping Unit - Description - Product Code - Display Url - Active - Product Family - External ID - ID [View all](/content/apps/salesforce/integrate/smartrr#/index.html) 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 →](/content/pricing/index.html) 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.