Connect Salesforce to SMS and automate your tasks

Why integrate Salesforce with SMS

The Salesforce to SMS 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.

Notify customers the moment their order ships

When a fulfillment event fires in Shopify, MESA sends a text with the tracking number and carrier info. Customers get the update before they even think to check their email.

Alert staff when an order needs attention

When a high-value order is flagged, a payment fails, or a return is requested, MESA texts the right team member. Issues get eyes on them in seconds, not hours.

Send delivery confirmations straight to customers

When Package Tracking registers a successful delivery, MESA fires a confirmation text. Customers know their package arrived — and your support queue shrinks.

Build any Salesforce and SMS 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

• 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

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

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

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 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

Integrate Salesforce with SMS today.

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