Abstract: The present disclosure relates to systems and methods for filtering electronic activities. Exemplary implementations may include ingesting a first electronic activity; identifying an associated entity; and selecting a first filtering model based on the entity, the first filtering model trained to indicate whether to restrict further processing of ingested electronic activities.

Abstract: The present disclosure relates to systems and methods for removing electronic activities from systems of record based on filtering policies. The method includes accessing record objects of one or more systems of record. The method includes identifying a plurality of electronic activities stored in a record object of one of the systems of record. The method includes parsing the plurality of electronic activities. The method includes determining that one of the electronic activities is associated with an electronic account corresponding to a data source provider. The method includes selecting one or more filtering policies associated with the electronic account. The method includes applying the selected one or more filtering policies to the plurality of electronic activities to identify a subset of electronic activities. The method includes initiating a process to cause removal of at least one electronic activity of the subset of electronic activities from the system of record.

Abstract: The present disclosure relates to for managing the generation or deletion of record objects based on electronic activities and communication policies. Data of a plurality of electronic activities from one or more electronic accounts of the entity may be identified. It may be determined whether the identified data satisfies a communication policy. The communication policy may include one or more rules based on the electronic activities. Instructions to generate a contact record object or instructions to delete an existing contact record for the entity may be transmitted based on the condition of the communication of the communication policy that is satisfied.

Abstract: The system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.

Abstract: The system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.

Abstract: The present disclosure relates to systems and methods for filtering electronic activities. Exemplary implementations may include ingesting a first electronic activity; identifying an associated entity; and selecting a first filtering model based on the entity, the first filtering model trained to indicate whether to restrict further processing of ingested electronic activities.

Abstract: Systems and methods for matching electronic activities to record objects using feedback based match policies can include accessing a plurality of electronic activities and record objects. The systems and method can include identifying candidate record objects by applying a matching model. The systems and methods can include selecting a record object based on a match score. The systems and methods can include configuring the matching model in a first configuration responsive to a first feedback type or configuring the matching model in a second configuration responsive to a second feedback type.

Abstract: The present disclosure relates to systems and methods for updating multiple value data structures using a single electronic activity. Exemplary embodiments may include hardware processors configured by machine-readable instructions to access electronic activities transmitted or received via electronic accounts associated with data source providers; to maintain and update node profiles; to determine a first activity field-value pair and a second activity field-value pair associated with a participant of the first electronic activity; to identify a first node profile of the node profiles that includes a first node field-value pair that matches the first activity field-value pair; to update a first value data structure corresponding to a first value included in the first node field-value pair by adding a first entry to the first value data structure identifying the first electronic activity; and to update a second value data structure corresponding to a second value.

Abstract: The present disclosure relates to node deduplication based on a node merging policy. A plurality of node profiles may be maintained. Each node profile may include plurality of fields. Each field of the plurality of fields may include one or more values. For a node profile including one or more field-value pairs, each field-value pair may be identified. Each field-value pair may include a value of a field. A respective weight may be assigned to each field-value pair based on a number of field-value pairs or a confidence score. Based on the respective weights assigned to each field-value pair, it may be determined that node profiles satisfy a node profile merging policy. The node profiles may be merged based on the node profiles satisfying the node profile merging policy. Field-value pairs including a value of a field may be identified.

Abstract: The present disclosure relates to restricting generation and delivery of insights to data source providers. Electronic activities and record objects may be accessed. Each record object may correspond to a record object type and have one or more object field-value pairs. Node profiles may be maintained. Updates to a node graph or corresponding to a record object may be detected. A number of data source providers having respective electronic activities or record objects from which the update to the node graph or corresponding to the record object can be determined. Provisioning of a content item to a second data source provider may be restricted.

Abstract: A method for managing information corresponding to electronic activities may include accessing a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers, maintaining a plurality of node profiles, updating the plurality of node profiles using the plurality of electronic activities, and identifying a node profile with which to link the electronic activity. The method further includes selecting, using an electronic activity management policy, an electronic activity management process of a plurality of electronic activity management processes based on i) at least one value of one or more predetermined field-value pairs of the node profile satisfying a location-based condition, or ii) a communication history between a first electronic account of the node profile and a second participant of the electronic activity.

Abstract: Systems and methods for forecasting record object completions can include accessing, for a first record object, electronic activities linked with the first record object. Each electronic activity can identify participants associated with the first record object. The first record object can include a first object field-value pair identifying a stage of a process. The method can include identifying electronic activities. The systems and methods can include determining a role of participants. The systems and methods can include determining a likelihood that the process of the first record object is completed within a predetermined time period. The systems and methods can include storing an association between the first record object and the likelihood that the process of the first record object is completed within a predetermined time period.

Abstract: The system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.

Abstract: This disclosure relates to methods, systems, and storage media for generating a performance profile of a node profile. First electronic activities linked to a first node profile can be accessed. For each first electronic activity, a type of the first electronic activity can be determined. A feature extraction policy can be selected to generate a first feature array for the first electronic activity. The first feature array for the first electronic activity can be generated based on the type of the first electronic activity. A first performance profile of the first node profile can be generated for the time period by providing the generated first feature array for each first electronic activity to one or more models trained using second feature arrays corresponding to second electronic activities of second node profiles. An association between the first node profile and the first performance profile can be stored.

Abstract: Methods and systems for generating performance profiles using electronic activities linked to record objects are disclosed. Exemplary implementations may: access a record objects of a system of record of a data source provider; identify, from the record objects, a subset of record objects associated with a node profile corresponding to an entity; identify, for each record object of the subset, electronic activities linked to the record object; determine, for each record object of the subset, a respective entity engagement profile for the entity based on the electronic activities linked to the record object and one or more object field-value pairs of the record object; generate a composite entity engagement profile of the entity based on each respective entity engagement profile corresponding to each record object of the subset of record objects; and store, in one or more data structures, an association between the entity and the entity performance profile.

Abstract: Systems and methods for determining a preferred communication channel can be based on determining a status of a node profile using electronic activities. The system and methods can include accessing a plurality of electronic activities and maintaining a plurality of node profiles. The system and methods can include identifying a node profile and generating a communication mode schedule. The systems and methods can include transmitting a notification to a device via a communication selected using the communication mode schedule.

Abstract: Methods, systems, and storage media for identifying a sequence of events and participants for record objects are disclosed. Exemplary implementations may: access record objects of a system of record; identify a subset of record objects associated with a group entity and having a first record object status; identify one or more electronic activities linked to the record objects; determine an event-participant pattern based on the electronic activities linked to the record object; identify electronic activities linked with a second record object; determine that a first event is performed by the a participant type and a second event is not yet performed by a second participant type; generate a content item identifying an action to trigger a performance of the second event; and transmit the content item to a device of a participant of at least one electronic activity linked with the second record object.

Abstract: The present disclosure relates to systems and methods for matching electronic activities with record objects based on entity relationships. The method can include accessing a plurality of electronic activities, identifying an electronic activity, identifying a first participant associated with a first entity and a second participant associated with a second entity, determining whether a record object identifier is included in the electronic activity, identifying a first record object of the system of record that includes an instance of the record object identifier, and storing an association between the electronic activity and the first record object. The method can include determining a second record object corresponding to the second entity, identifying, using a matching policy, a third record object linked to the second record object and identifying a third entity, and storing, by the one or more processors, an association between the electronic activity and the third record object.

Abstract: Methods, systems, and storage media for generating new record objects based on electronic activities are disclosed. Example implementations may: access a plurality of electronic activities; access a plurality of record objects; parse an electronic activity of the plurality of electronic activities; determine, responsive to parsing the electronic activity, that the electronic activity is to be matched to one or more record objects; determine for each candidate record object that a match score indicating a likelihood of electronic activity being matched to the candidate record object is below a threshold; determine an object type of a new record object to generate based on one or more participants of the electronic activity; generate the new record object of the determined type; and store in a data structure an association between the new record object and the electronic activity.

Abstract: The system and methods described herein can classify electronic activities based on sender and recipient information. The system can determine a relationship between a sender of an electronic activity and at least one recipient of the electronic activity using a sender node profile and a recipient node profile. The system can assign a tag to the electronic activity based on the relationship between the sender and one or more recipients of the electronic activity. The system can process the electronic activity based on the assigned tag.