# Connect Salesforce to Tally and automate your tasks

## Why integrate Salesforce with Tally

The Salesforce to Tally 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.

### Turn Tally form submissions into Shopify customer records

When someone fills out a Tally form — an inquiry, an application, a pre-order request — MESA creates or updates their record in Shopify automatically. Your store knows about the customer before they ever place an order.

### Trigger Shopify workflows from form responses

When a Tally submission meets a condition — a product preference, a budget range, a wholesale inquiry — MESA kicks off the right workflow in Shopify. Your forms become the starting point for automation, not just a data collection step.

### Route form submissions to the right person on your team

When a Tally form comes in, MESA reads the responses and sends the details to the right channel — a Slack message, a ClickUp task, an email. The right person gets the context they need without anyone triaging submissions manually.

## Build any Salesforce and Tally 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.

###### Form Submitted

Starts when a form is submitted.

###### 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

## Integrate Salesforce with Tally today.

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