Salesforce to Dropbox Automations

MESA is the most flexible way automate Salesforce to Dropbox. Easily add workflows to simplify your work.

Rated 4.7 out of 5 stars on the Shopify App Store

Build your own workflows.

MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.

Account Created

Starts when an account is created.

Account Updated

Starts when an account is modified.

First Name
Last Name
Account ID
Email
Mailing Street
Mailing City
Mailing State
Mailing Postal Code
Mailing Country
Phone
Description
Fax
ID

Save File

Upload a file to Dropbox.

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

First Name
Last Name
Account ID
Email
Mailing Street
Mailing City
Mailing State
Mailing Postal Code
Mailing Country
Phone
Description
Fax
ID

View all

Thousands of professionals trust MESA to help them multiply their impact without multiplying their work.

Why automate Salesforce to Dropbox?

Salesforce to Dropbox automations get more done in less time. Automate the everyday tasks holding back your potential growth.

Unified Customer View

By integrating Salesforce with your Shopify store, all customer data is consolidated in one place. This unified view enables you to understand your customers better, personalize their shopping experience, and anticipate their needs.

Automate Sales & Marketing

Create targeted campaigns that trigger based on specific customer actions or data in Shopify. Whether it's a follow-up email after a purchase, a special offer on a birthday, or a re-engagement campaign for inactivity, automating these ensures timely communication.

Enhanced Lead Management

Track potential customers and leads directly from your Shopify store into Salesforce. By identifying where your leads are coming from and their interactions with your store, you can tailor your sales approach and nurture these leads through the sales funnel more effectively.

Streamlined Order Management

Integrate your product catalog, inventory levels, and order statuses between Shopify and Salesforce for a more seamless operation. This connection helps you keep track of what's in stock, what's selling fast, and even forecast future sales trends.

Rich Analytics and Reporting

From customer lifetime value, conversion rates, sales trends to campaign performance, you can generate detailed reports and dashboards. These insights guide your strategic decisions, helping you optimize your marketing efforts, enhance customer satisfaction, and grow your revenue.

Automated Invoice Storage

Say goodbye to messy folders! With Dropbox, you can automatically save all your Shopify invoices in one secure location. Access them anytime, anywhere, and keep your accounting streamlined and hassle-free.

Product Image Management

Keep your product images neatly organized in Dropbox. Easily update or change them in your Shopify store. It's a time-saver that ensures your online catalog stays fresh and visually appealing.

Collaborative Document Editing

Working with a team? Share product descriptions, marketing plans, or any store-related documents through Dropbox. Collaborate in real-time and keep everyone on the same page, literally!

Secure Backup of Critical Data

Never worry about losing vital store information. From customer details to sales records, Dropbox provides an automatic backup for all your critical Shopify data. It's peace of mind at its best.

Easy Integration with Other Tools

Dropbox's flexibility allows for easy integration with various tools you might be using. It's a hub that connects your workflow, keeping it smooth and efficient.

Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.

How MESA works

MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.

Step 1.

Start with a trigger

Select a trigger that sets your workflow in motion.

This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.

Triggers are the starting points that tell MESA when to act.

Step 2.

Add an action

Next, choose the action that should follow the trigger.

Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.

Linking actions to triggers is how you build a seamless workflow process.

Step 3.

Personalize

Make your workflow even more flexible using built-in apps.

Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.

Personalization ensures your workflows fit your unique business requirements.

All set!

You just made a workflow

Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.

With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.

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Fully supported by automation experts.

Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.

Knowledge Base

Training guides, tutorials, and platform documentation.

View resources

Service Partners

Consult on automation strategy to build your workflow.

Find a partner

Contact us

5-star customer support and live chat for automations.

Ask the experts

Multiply your impact without multiplying your effort.

Try MESA for free! 7-day trial included

Salesforce to Dropbox Automations | MESA

Salesforce to Dropbox Automations

Build your own workflows.

Account Created

Account Updated

Contact Created

Save File

Create Account

Create Contact

Why automate Salesforce to Dropbox?

Unified Customer View

Automate Sales & Marketing

Enhanced Lead Management

Streamlined Order Management

Rich Analytics and Reporting

Automated Invoice Storage

Product Image Management

Collaborative Document Editing

Secure Backup of Critical Data

Easy Integration with Other Tools

Automate your work in less clicks

How MESA works

Start with a trigger

Add an action

Personalize

You just made a workflow

Learn how to automate Salesforce

How to Sync New Shopify Customers to Salesforce Contacts Automatically

Best CRMs for Shopify Stores

A HandsOn solution to achieving a single source of truth

Fully supported by automation experts.

Knowledge Base

Service Partners

Contact us

Multiply your impact without multiplying your effort.

Salesforce to Dropbox Automations

Build your own workflows.

Account Created

Account Updated

Contact Created

Contact Updated

Custom Created

Custom Updated

Lead Converted

Lead Created

Lead Updated

Opportunity Created

Opportunity Updated

Order Created

Order Updated

Pricebook Entry Created

Pricebook Entry Updated

Product Created

Product Updated

Save File

Create Account

Create Contact

Create Custom

Create Lead

Create Opportunity

Create Opportunity Product

Create or Update Account

Create or Update Contact

Create or Update Custom

Create or Update Lead

Create or Update Opportunity

Create or Update Opportunity Product

Create or Update Order

Create or Update Order Product

Create or Update Pricebook Entry

Create or Update Products

Create Order

Create Order Product

Create Pricebook Entry

Create Product

Delete Account

Delete Contact

Delete Custom

Delete Lead

Delete Opportunity

Delete Opportunity Product

Delete Order

Delete Order Product

Delete Pricebook Entry

Delete Product

Query Multiple Accounts

Query Multiple Contacts

Query Multiple Customs

Query Multiple Leads

Query Multiple Opportunities

Query Multiple Opportunity Products

Query Multiple Order Products

Query Multiple Orders

Query Multiple Pricebook Entries

Query Multiple Products

Query Single Account

Query Single Contact

Query Single Custom

Query Single Lead

Query Single Opportunity

Query Single Opportunity Product

Query Single Order

Query Single Order Product

Query Single Pricebook Entry

Query Single Product

Retrieve Account

Retrieve Contact

Retrieve Custom

Retrieve Lead

Retrieve Opportunity

Retrieve Opportunity Product

Retrieve Order

Retrieve Order Product

Retrieve Pricebook Entry

Retrieve Product