The AI Email (AIE) integration with Salesforce simplifies connecting with new leads using AIE. You can link a Salesforce report directly to an email campaign. This setup automatically checks for new leads and adds them for you, reducing manual effort and giving you more time to focus on important tasks.
For additional details refer to AI Email – Salesforce Integration Details and Requirements.
You can also use a Salesforce sandbox if you want to test the functionality. The following instructions cover both active, production account and sandbox account installations.
Prerequisites
To integrate with AIE, your Salesforce account must have certain permissions. Refer to AI Email – Salesforce Integration Details and Requirements and AI Email – Salesforce Object Integration Permissions. Also refer to the Salesforce user permissions documentation.
Step 1: Configure AIE settings
Before connecting a Salesforce report, ensure your AIE team or Administrator has already:
Step 2: Connect AIE to Salesforce
In AIE, go to Account Settings > Integrations.
Locate the Salesforce or the Salesforce Sandbox tile and select Not Connected.
Log in with the desired Salesforce account and connect. Refer to Connect Salesforce to AI Email using OAuth.
Salesforce recommends you set up a separate API User for granting access.
Step 3: Install AIE packages into Salesforce
On June 10, 2025 AIE released a new package on the Salesforce App Exchange. Step 3a has the instructions for that scenario. Step 3b has the previous instructions.
Step 3a: Post-June 10 for new customers: install package from the Salesforce App Exchange
The AIE package, 6sense Conversational Email, is available in the App Exchange. (Conversational Email is the previous name of AI Email.)
Step 3b: Pre-June 10 for existing customers: install two AIE packages into Salesforce
There are two 6sense AIE packages to install, either as a standard, active account installation or to a sandbox.
Make sure you download and install the correct packages.
For details about the package contents, refer to AIE – Salesforce Integration Details and Requirements.
Install standard active account installation packages
Standard installation packages:
Active account Package #1
Install Sandbox installation packages
If you want to install the AIE packages to a Salesforce sandbox instead of an active Salesforce account, follow the same steps as above, but in the Salesforce sandbox install these different packages:
Step 4: Set up a Salesforce report
Set up a valid Salesforce report. Refer to the Salesforce Report documentation.
For details about the supported report types, refer to AIE – Salesforce Integration Details and Requirements.
If you don’t see 6sense supported report types in the search list, go to Setup > Report Types > Add new custom report type.
For more information see the Salesforce Report documentation.
Step 5: Connect your report to an email campaign
After you set up your Salesforce report, connect it to an email campaign:
In AIE, go to the Campaign you wish to connect.
In the campaign, select the Integrations tab.
Select Set Up Auto Enrollment.
Select the Salesforce Report to connect.
Preview the AI email agent’s introductory emails with sample data from the report.
Note: Each report can only be connected to one AIE campaign. If your report is already connected, AIE displays the error “We can’t enroll this report. The report is already being used in another campaign”. Please select another report, or create a new report for the campaign.
Step 6: Review your leads and campaigns
The leads from the Salesforce report are enrolled automatically in the selected AIE campaign and reflected in the campaign’s Report Records.
You can turn off the auto enrollment anytime in the Integration Settings.
To review all leads imported and enrolled, go to Enrollment History.
You can also download a file of leads with import error to re-import them through our CSV.
Step 7 (optional): Let AIE push updates to Salesforce
If you would like AIE to send conversation statuses and emails sent/received by the AI email agent to Salesforce, toggle on the option in AI Email > Integrations > Sync settings. This setting is on by default.
When the toggle is on, AIE sends:
Conversation statuses to the custom AIE Status field in Salesforce that you previously installed in Step 3. Refer to AI Email Conversation Statuses.
Emails sent and received are recorded in Salesforce Task objects. The Task Type list must be visible and accept the value “Email” for this to be successful.
When the AI email agent marks a lead as “Do Not Contact”, AIE can also send this information to Salesforce. Refer to Sync Do Not Contact Records Between Salesforce and AI Email.
After you’ve completed the previous steps, the AI email agent engages with the leads from your campaigns and starts the conversations.
FAQ
Can I integrate a different CRM with 6sense AI Email or does it have to be the same CRM across the 6sense Platform and 6sense AI Email?
You need to use the same CRM across the entire 6sense Platform and 6sense AI Email.
What data does 6sense use if job title, seniority, or function is not available in CRM?
If these fields are missing in your CRM, AIE automatically sources the data from the 6sense platform. 6sense enriches lead and account details using trusted third-party data providers.