How it works

Follow these 2 simple steps to start receiving Salesforce leads for every new Shopify customer

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger captures every new order in your Shopify store and extracts all the customer information needed to create qualified leads in Salesforce.

When someone completes a purchase in your Shopify store, this trigger automatically fires and collects the order data including customer details, shipping address, and contact information. The trigger is pre-configured to activate on every new order, so no setup is required from you. All the customer data from the order gets passed to the next step where it's formatted for Salesforce.

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Create Lead
App connector: Salesforce • Time to complete: 2 minutes
Why this matters: This step takes the customer information from the Shopify order and creates a properly formatted lead record in your Salesforce account with all the essential contact and address details.

The step automatically maps Shopify customer fields to Salesforce lead fields, including first name, last name, email, phone, and complete address information. If the customer provided a company name in their shipping address, that gets included too - otherwise it defaults to "Shopify Customer" to ensure the lead record is complete. You'll need to connect your Salesforce account and verify the field mappings match your lead requirements.

Make it your own

Customize this workflow even further:

Add lead scoring
Assign point values based on order amount, product categories, or customer location to help your sales team prioritize follow-ups.
Create different lead sources by product
Route customers who buy specific products to different Salesforce campaigns or assign them to specialized sales reps.
Store purchase history in custom fields
Track the customer's first order amount, product preferences, and purchase date directly in the Salesforce lead record for better sales conversations.
Set follow-up reminders
Schedule automatic tasks for your sales team to contact new leads within 24 hours of their first purchase.

Frequently asked questions

Will duplicate leads be created if the same customer places multiple orders?
Yes, this workflow creates a new Salesforce lead for each order. If you want to avoid duplicates, consider adding a step to check if a lead with that email already exists, or convert leads to contacts after the first purchase.
What happens if a customer doesn't provide all their address information?
The workflow will still create the lead with whatever information is available. Missing fields like company name default to "Shopify Customer," while empty address fields will simply remain blank in the Salesforce lead record.
Can I customize which Shopify order information gets sent to Salesforce?
Absolutely. You can modify the Create Lead step to include additional fields like order total, product names, or custom customer tags by editing the field mappings in the Salesforce action step.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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