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 methods, systems, and storage media for classifying phone numbers based on node profile data. Exemplary embodiments for classifying phone numbers based on node profile data may maintain a plurality of node profiles and generate a plurality of activity field-value pairs from an electronic activity. Each activity field-value pair of the plurality of activity field-value pairs corresponding to at least one participant of the electronic activity. Exemplary embodiments may further parse the electronic activity to identify a string corresponding to an electronic activity phone number, determine a type of phone number to which the electronic activity phone number corresponds using a data structure, identify a node profile of the plurality of node profiles corresponding to a participant of the electronic activity to which the electronic activity phone number corresponds, and update the identified node profile by the determined phone number type.

Abstract: The systems and methods described herein can use multiple fields with dynamically determined priorities based on field values for node resolution. The system can generate activity field-value pairs including an activity value associated with an activity field from an electronic activity. The system can determine a frequency score based on a first count of node field-value pairs that match the activity value. The system can assign a weight to the activity value based on the frequency score. The system can generate a match score of a candidate node profile indicating a likelihood that the electronic activity is transmitted or received by an account corresponding to the candidate node profile. The system can store an association between the electronic activity and the node profile selected based on the match score.

Abstract: The present disclosure relates to systems and methods for updating a node profile status based on automated electronic activity. The method may include accessing electronic activities transmitted or received via electronic accounts; identifying, for an electronic activity account, a second electronic activity automatically generated and transmitted in response to a first electronic activity transmitted from the electronic activity account; determining that the second electronic activity is an automated electronic activity responsive to the first electronic activity; determining, responsive to parsing content included in a body of the second electronic activity, a context related to the second electronic activity; identifying a node profile corresponding to the recipient of the first electronic activity and identified by the second electronic activity; and updating the identified node profile corresponding to the recipient based on the context.

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: The present disclosure relates to methods, systems, and storage media for updating field-value pairs of record objects using electronic activities linked to the record objects. The method can maintain a plurality of node profiles corresponding to a plurality of unique entities; access a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers; identify a record object of a plurality of record objects of one or more systems of record; match electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object; identify a node profile matched with the electronic activity of the plurality of electronic activities; determine a weighting factor for the electronic activity; and update a stage field of the record object to a second stage value indicating a second proximity to the completion of the event.

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.

Abstract: Methods, systems, and storage media for managing electronic activity driven targets are disclosed. Example implementations may: maintain a plurality of node profiles; select, for a first node profile, using one or more field-value pairs of the first node profile, an endpoint profile generated using electronic activities of second node profiles including one or more field-value pairs that match the one or more field-value pairs of the first node profile, the endpoint profile specifying electronic activity driven targets that can be tracked by parsing electronic activities corresponding to the first node profile; store in one or more data structures, an association between the first node profile and the endpoint profile specifying the electronic activity driven targets; parse a plurality of electronic activities corresponding to the first node profile; and update a metric relating to the electronic activity driven targets responsive to parsing the second plurality of electronic activities.

Abstract: The present disclosure is related to systems and methods of merging tenant shadow systems of record into a master system of record. First tenant record objects of a first tenant system of record can be accessed. A master record object for a master system of record can be generated using the corresponding first tenant record object. A second tenant record object of a second tenant system of record can be accessed. Whether the second tenant record object is to be merged into the corresponding master record object can be determined. When determined to merge, the second tenant record object can be merged into the corresponding master record object. When determined to not merge, a new master record can be generated.

Abstract: Systems and methods for inferring schedule patterns using electronic activities of node profiles are disclosed.

Abstract: The present disclosure relates to electronic activity classification. A plurality of node profiles corresponding to a plurality of unique entities is maintained. A plurality of electronic activities is accessed from electronic accounts of one or more data source providers. Features are extracted from the electronic activities to determine a classification of the first electronic activity. A confidence score is determined indicating a likelihood that the first electronic activity of a classification type. An association is stored between the first electronic activity and a tag corresponding to the first classification type. The confidence score is updated based on a second electronic activity.

Abstract: The present disclosure relates to assigning labels based on matching electronic activities to record objects. Electronic activities of one or more data source providers may be accessed. Each electronic activity may be matched with a record object of a system of record of the one or more data source providers. Record objects matching electronic activities may be identified. Values from object field-value pairs of the matching record objects may be extracted. Labels may be selected based on the extracted values. Associations between electronic activities and the selected labels may be stored.

Abstract: The present disclosure relates to a method for determining a completion score for a record object based on electronic activities. The method includes accessing record objects, each of which corresponds to a record object type and includes object fields having object field-values. The method includes selecting one of the record objects. The method includes identifying electronic activities transmitted or received associated with the record object. Each of the electronic activities has a timestamp indicating a receipt time or transmission time of the respective electronic activity. The method includes determining a participant of each of the electronic activities. The method includes determining a completion score indicating a likelihood of completing an event associated with the record object based on the timestamp of each of the electronic activities and the participant of each of the electronic activities. The method includes storing an association between the record object and the completion score.

Abstract: The present disclosure relates to systems and methods for assigning tags to values of node profiles based on detected electronic activity. Exemplary implementations may: maintain node profiles; access a response to an electronic activity transmitted or received via an electronic account; detect responsive to parsing the response, that the response is one of a bounce-back electronic activity indicating that the recipient of the electronic activity is invalid or an automatic responder electronic activity generated by an autoresponder of the recipient; compare a communication identifier of the response to the node profile(s) to identify a node profile having a matching communication identifier; assign a respective tag to the identified at least one node profile responsive to detecting that the electronic activity is the bounce-back electronic activity or the automatic responder electronic activity; and update a node field-value pair of the identified at least one node profile based on the assigned tag.

Abstract: The present disclosure relates to systems and methods for determining an engagement profile of a participant by associating electronic activities to a profile. It may generate the engagement profile based on analysis of the electronic activity level. An example implementation may contain the following steps. The system may access for a first record object a plurality of electronic activities linked with the first record object. The system may identify for a participant from the plurality of electronic activities a set of electronic activities including the participant. The system may determine an engagement profile of the participant based on a first number of electronic activities of the set of electronic activities sent by the participant, a second number of the set of electronic activities received by the participant and a temporal distribution of the set of electronic activities. The system may store the engagement profile in one or more data structures.

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: Methods, systems, and computer-readable storage mediums for standardizing node field-value pairs of node profiles generated using electronic activities across multiple entities are described. In one aspect, the system can access, for a node profile of an entity, data points linked to the node profile. The system may determine a seniority value and a department value using the data points. The system may generate a normalized job title value by combining the seniority value and the department value using a title formatting policy specifying a format in which to combine to the seniority value and the department value. The normalized job title value may identify the seniority and department of entity. The system may store an association between the node profile and the normalized job title value in one or more data structures.

Abstract: The present disclosure relates to restricting electronic activities from being linked with record objects. According to at least one aspect of the disclosure, a method can include accessing, by one or more processors, a plurality of electronic activities, accessing a plurality of record objects of one or more systems of record, identifying an electronic activity of the plurality of electronic activities to match to one or more record objects, determining a data source provider associated with providing access to the electronic activity, and identifying a system of record corresponding to the determined data source provider. The system of record can include a plurality of candidate record objects to which to match the electronic activity. The method can include restricting the electronic activity from being linked with the at least one record object.

Abstract: Methods, systems, and storage media for comparing nodes are disclosed. Exemplary implementations may: maintain a plurality of member node profiles and group node profiles; identify, for a first member node profile corresponding to a first group node profile, a first plurality of electronic activities linked to the first member node profile; determine a first performance profile corresponding to the first member node profile; identify a plurality of second performance profiles using node field-value pairs of member node profiles linked to the respective second performance profiles; generating a performance score of the first performance profile based on a comparison of the first performance profile to the plurality of second performance profiles; and storing, in one or more data structures, an association between the first member node profile and the performance score of the first performance profile.