Salesforce to Yotpo Loyalty Automations

MESA is the most flexible way automate Salesforce to Yotpo Loyalty. 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.

Topic
Name
Redemption
Redemption Option
Email
Customer
Perk

Topic
Name
Redemption
Redemption Option
Email
Customer

Topic
Name
Email
Customer

Approve Point Redemption Cancellation

Confirm point redemption cancellation request.

ID
Email
First Name
Last Name
Phone Number
Country Iso Code
Has Account
Opted In
Opted In At
Pos Account ID
Tags

Customer Email
Customer ID
Total Amount Cents
Currency Code
Order ID
Status
Created At
Coupon Code
Ip Address
User Agent
Ignore Ip Ua
Discount Amount Cents
Tags
Clerk Employee ID
Clerk Name
Store Address
Store City
Store State
Channel Type
Items
Customer

View all

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

Why automate Salesforce to Yotpo Loyalty?

Salesforce to Yotpo Loyalty 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.

Loyalty Program Creation

Create customized loyalty programs that resonate with your brand. Offer points for purchases, referrals, social media engagement, and more. With Yotpo, managing these programs becomes seamless, attracting loyal customers and incentivizing repeat purchases.

Personalized Rewards

Offer personalized rewards to your customers based on their purchasing habits and interactions with your brand. Whether it's a special birthday discount or exclusive access to new products, Yotpo Loyalty helps you create offers that make customers feel valued.

UGC Reviews

Leverage the power of social proof by integrating customer reviews and user-generated content within your loyalty program. Reward customers for leaving reviews, sharing photos, or engaging on social media, building trust and enhancing your brand image.

Real-Time Analytics & Insights

Gain valuable insights into your customers' behavior and the performance of your loyalty program. Yotpo's real-time analytics help you understand what drives customer loyalty, enabling you to make informed decisions to further enhance your program.

Multi-Channel Engagement

Engage your customers across various channels, from email to social media, and provide a consistent experience wherever they interact with your brand. Yotpo helps create targeted marketing campaigns that resonate with your audience, building lasting connections.

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.

Learn how to automate Yotpo Loyalty

How to Update Shopify Customer Metafields with Yotpo Loyalty Points

Workflow Tutorials
12 min

Running a loyalty program across multiple platforms creates complexity, even with existing integrations. While you might already connect Yotpo to...

Best Shopify Loyalty Apps

Shopify Guides
12 min

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How To Save A Customer’s Points Balance to Omnisend when Yotpo Points Change

Workflow Tutorials
12 min

If you’re reading this, you’re more than likely already using tools such as Omnisend and Yotpo Loyalty to manage and customize the customer shopping...

The 6 Customer Service Rules That Every Shopify Store Owner Needs to Follow

Shopify Guides
12 min

Communicating with customers can be daunting since you need to give off both a professional and a warm vibe, even...

Guide to Customer Retention: How To Drive Loyalty and Repeat Purchases on Shopify

Shopify Guides
12 min

Customer retention is the holy grail of retail. Not only are they easier to sell to, but repeat shoppers also...

View all

Learn how to automate Salesforce

How to Sync New Shopify Customers to Salesforce Contacts Automatically

Workflow Tutorials
12 min

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Best CRMs for Shopify Stores

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12 min

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A HandsOn solution to achieving a single source of truth

Success Stories
12 min

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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

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Multiply your impact without multiplying your effort.

Try MESA for free! 7-day trial included

Salesforce to Yotpo Loyalty Automations

Build your own workflows.

Coupon Earned (Awarded)

Coupon Earned (Redeemed)

Customer Anniversary Captured

Customer Anniversary Occurred

Customer Birthday Captured

Loyalty Custom Reward Created

Loyalty Donation Created

Loyalty Opted In / Out

On Customer's Birthday

Points Changed

Points Earned

Points Reminder Triggered

Redemption Cancellation Request Received

Redemption Fell Below Threshold

Redemption Reminder Triggered

Referral Completed

Referral Reminder Triggered

Referral Shared

Tier Changed

Tier Earned

Tier Lost

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

Approve Point Redemption Cancellation

Create or Update Customer

Create Order

Create Point Redemption

Create Refund

Delete Customer’s Anniversary

Identify Referral Referrer

List Active Campaigns

List Recently Updated Customer

List VIP Tier

Record a Customer Action

Redemption Options: Get Active Options

Redemption Options: Get Redemption Code Data

Redemption Options: Upload Options

Retrieve Customer

Retrieve Customer’s Anniversary by Email

Send Referral Emails Referral Referrer

Set Customer’s Anniversary

Set Customer’s Birthday

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