Salesforce to Smile.io Integration | MESA
Connect Salesforce to Smile.io and automate your tasks
Why integrate Salesforce with Smile.io
The Salesforce to Smile.io 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.
Keep loyalty data in sync with your marketing tools
When a customer earns or redeems points in Smile.io, MESA updates their record across your stack — email platform, CRM, Shopify tags. Every tool reflects where each customer stands in your program.
Enroll customers in your loyalty program automatically
When a customer meets a condition in Shopify — first purchase, spend threshold, product type — MESA adds them to Smile.io without any manual steps. Your program grows as your store does.
Trigger rewards at the moments that matter most
When a customer hits a milestone — a birthday, a VIP tier, a win-back window — MESA triggers the right Smile.io action and can notify them through your preferred channel. No manual monitoring required.
Build any Salesforce and Smile.io 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.
- First Name
- Last Name
- Account ID
- Mailing Street
- Mailing City
- Mailing State
- Mailing Postal Code
- Mailing Country
- Phone
- Description
- Fax
- ID
Contact Updated
Starts when a contact is modified.
- Same fields as above
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
- 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
- ID
Lead Updated
Starts when a lead is modified.
- Same fields as above
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
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.
- Same fields as above
Update Lead
Modify a lead.
- Same fields as above
Update Order
Modify an order.
- Same fields as above
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