---
title: "Sync Lead Owners from Salesforce to AI Email"
slug: "sync-lead-owners-from-salesforce-to-ce"
description: "AIE streamlines lead qualification by cc'ing sales reps via Salesforce, using pre-assigned owners or round-robin rules for efficient follow-up."
updated: 2025-08-01T17:30:44Z
published: 2025-08-01T17:30:44Z
canonical: "support.6sense.com/sync-lead-owners-from-salesforce-to-ce"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.6sense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync Lead Owners from Salesforce to AI Email

In AI Email (AIE), when a lead is qualified by an AI email agent, a sales rep email is cc’d to continue the conversation thread.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/Saleswhale.png)

AIE uses two methods to decide which sales rep will be added to the qualified email:

- Pre-assigned lead owner from a Salesforce record
- AIE round-robin rule

## Use the pre-assigned lead owner from Salesforce

By default, each lead or contact in Salesforce requires an assigned **Lead Owner**.

To assign the qualified lead to the **Lead Owner** in Salesforce:

1. Add the **Lead Owner** as a **Sales Rep** email in AIE.![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/9983280094227-mceclip1-1024x722.png)
2. Map the Lead Owner field in Salesforce integration settings. Refer to [Map Lead Owner Field in AI Email to Salesforce](/v1/docs/map-lead-owner-field-in-ce-to-salesforce).![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/9983334172947-mceclip2-1024x218.png)

## The round-robin rule and Salesforce lead owners

Some organizations may assign the lead to a generic email in Salesforce, for example “marketingops@abc.com”, in the Salesforce Lead Owner field instead of an actual sales rep’s email. This way, you can qualify the lead first before assigning them to a human lead owner. If this is your company practice, AIE will round-robin a qualified lead and the integration will send the lead owner an update to Salesforce.

How it works:

- Add your sales team member to AIE [Sale Reps](/v1/docs/add-and-manage-sales-reps-for-ce).
- Create a report for inbound leads. The report can contain a list of leads with a human sales rep as lead owner and the generic email address (such as “marketingops@abc.com”) as lead owner.
- Enroll Salesforce report to an AIE campaign.

When a lead is qualified:

- If it has a human sales rep as the lead owner from Salesforce and [the sales rep is added in AIE Sales Rep settings](/v1/docs/add-and-manage-sales-reps-for-ce), AIE cc’s the human sales rep in the conversation.
- If it has the generic email address (such as “marketingops@abc.com”) as lead owner, AIE round-robins the lead to a sales rep records in AIE. AIE then updates the lead owner record in Salesforce with the round-robin sales rep.
  - For example, if the round-robin sales rep email is “michael@abc.com”, you will see the lead owner record for this lead in Salesforce change from “marketingops@abc.com” to “michael@abc.com”.

A virtual email user that sends email on your behalf. Each AI email agent is associated with a single email inbox account on the configured email provider. Formerly called "AI inbox" or "AI Assistant".