Connect Salesforce to Yotpo Loyalty and automate your tasks

Why integrate Salesforce with Yotpo Loyalty

The Salesforce to Yotpo Loyalty 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 status current across your marketing and CRM tools

When a customer earns or redeems points in Yotpo Loyalty, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

Enroll customers in Yotpo Loyalty based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a specific product category — MESA adds them to Yotpo Loyalty and sets the right starting tier. Your program grows with your customer base without anyone managing enrollments by hand.

Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Yotpo Loyalty action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any Salesforce and Yotpo Loyalty 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.

Coupon Earned (Awarded)

Starts when a customer earns a discount.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer
• Perk

Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Customer Anniversary Captured

Starts when a customer establishes their anniversary.

• Topic
• Name
• Email
• Customer

Customer Anniversary Occurred

Starts on a customer’s anniversary.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Customer Birthday Captured

Starts when a customer establishes their birthday.

• Topic
• Name
• Email
• Customer

Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Loyalty Donation Created

Starts when a loyalty donation is created.

• Topic
• Name
• Redemption
• At Checkout
• Is Pos
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Email
• Customer

Loyalty Opted In / Out

Starts when a customer opts in or out to a loyalty program.

• Topic
• Name
• Email
• Customer

On Customer's Birthday

Starts on a customer's birthday.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Points Changed

Starts when a customer’s points are modified.

• Topic
• Name
• Email
• Customer
• Previous Balance
• Current Balance
• Difference
• Added Or Removed
• Points Changed Reason

Points Earned

Starts when a customer earns points.

• Topic
• Name
• Email
• Customer
• Perk

Points Reminder Triggered

Starts when a reminder about a customer’s points is triggered.

• Topic
• Name
• Email
• Customer
• Points Needed
• Redemption Option

Redemption Cancellation Request Received

Starts when a customer wants to undo their redemption and receive points back.

• Topic
• Name
• Point Redemption ID
• Reward Text
• Customer

Redemption Fell Below Threshold

Starts when a custom coupon is running low on uploaded coupon codes.

• Topic
• Name
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Number Of Unused Codes

Redemption Reminder Triggered

Starts when a reminder about an inactive redemption is triggered.

• Topic
• Name
• Email
• Customer
• Redemption Option

Referral Completed

Starts when a referral has been used.

• Topic
• Name
• Perk
• Email
• Referrer
• Referral Code
• Referred Customer

Referral Reminder Triggered

Starts after a certain amount of days that a referred customer had not submitted a purchase in.

• Topic
• Name
• Email
• Referral Link
• Referral Code
• From
• Customer

Referral Shared

Starts when a customer shares a referral.

• Topic
• Name
• Email
• From
• Customer
• Referral Link

Tier Changed

Starts when a customer gets closer or farther from retaining their current tier and next tier.

• Topic
• Name
• Email
• Customer
• Vip Stats
• Vip Stats Needed Maintain
• Vip Stats Needed Next

Tier Earned

Starts when a customer meets the requirement for a new tier.

• Topic
• Name
• Email
• Customer
• New Tier
• Old Tier

Tier Lost

Starts when a customer fails to meet requirements for a tier after the specified period of time has passed.

• Topic
• Name
• Email
• Customer
• Old Tier
• New Tier

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

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.