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: The present disclosure relates to methods, systems, and storage media for detecting events based on updates to node profiles from electronic activities. Exemplary implementations may access an electronic activity transmitted or received via an electronic account associated with a data source provider; generate a plurality of activity field-value pairs; maintain a plurality of node profiles; identify a first state of a first node profile of the plurality of node profiles; update the first node profile using the electronic activity; identify a second state of the first node profile subsequent to updating the first node profile using the electronic activity; detect a state change of the first node profile based on the first state and the second state; determine that the state change satisfies an event condition; and store an association between the first node profile and an event type corresponding to the event condition.

Abstract: The system described herein can automatically match, link, or otherwise associate electronic activities with one or more node profiles. For an electronic activity that is eligible or qualifies to be matched with one or more node profiles, the system can selectively apply rules to match the electronic activity to a subset of the one or more node profiles based on values of fields extracted from the electronic activity and values of the node profiles. The system can then store an association between the electronic activity and the subset of the one or more node profiles.

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 record objects with one or more node profiles. For a record object that is eligible or qualifies to be matched with one or more node profiles, the system can selectively apply rules to match the record object to a subset of the one or more node profiles based on values of fields extracted from the record object and values of the node profiles. The system can then store an association between the record object and the subset of the one or more node profiles.

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 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: The present disclosure relates to methods, systems, and storage media for detecting events based on updates to node profiles from electronic activities. Exemplary implementations may access an electronic activity transmitted or received via an electronic account associated with a data source provider; generate a plurality of activity field-value pairs; maintain a plurality of node profiles; identify a first state of a first node profile of the plurality of node profiles; update the first node profile using the electronic activity; identify a second state of the first node profile subsequent to updating the first node profile using the electronic activity; detect a state change of the first node profile based on the first state and the second state; determine that the state change satisfies an event condition; and store an association between the first node profile and an event type corresponding to the event condition.

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: The present disclosure relates to methods, systems, and storage media for updating field-value pairs of record objects using electronic activities matched to record objects. In particular, the present disclosure relates to a system and method for identifying an opportunity contact role of a record object. Exemplary implementations may access a plurality of record objects of a system of record; identify a first record object including a plurality of role object fields; identify at least one electronic activity based on a match score; generate a role assignment score using a role assignment policy; select a second record object; store, in at least one role object field, an association between the selected second record object and the at least one role object field.

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 described herein can automatically match, link, or otherwise associate electronic activities with one or more node profiles. For an electronic activity that is eligible or qualifies to be matched with one or more node profiles, the system can selectively apply rules to match the electronic activity to a subset of the one or more node profiles based on values of fields extracted from the electronic activity and values of the node profiles. The system can then store an association between the electronic activity and the subset of the one or more node profiles.

Abstract: The present disclosure relates to systems and methods for generating new node profiles using information from electronic activities. The system is configured to maintain node profiles corresponding to unique entities; access electronic activities transmitted or received via electronic accounts associated with data source providers; identify a first email address of a sender and second email addresses of respective recipients of an electronic activity; identify that the first email address matches a value of a field of a first node profile; link the electronic activity to the first node profile; determine that a second email address of a respective recipient of the electronic activity cannot be matched to any node profile associated with the respective participant; and generate, responsive to determining that the electronic activity cannot be matched to any node profile of the plurality of node profiles, a new node profile including the second email address of the respective recipient.

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: The present disclosure relates to systems and methods for updating email addresses based on email generation patterns. The method includes accessing a plurality of electronic activities used to update a plurality of member node profiles. The method includes determining that the plurality of member node profiles is linked to a group node profile of a group entity. The methods includes identifying, for each of the plurality of member node profiles, a first field-value pair of the member node profile corresponding to an email address. The method includes determining, for each member node profile, a correlation between the email address, a second field-value pair corresponding to a first name and a third field-value pair corresponding to a last name. The method includes determining, based on the determined correlation, an electronic account identifier pattern. The method includes storing an association between the group node and the electronic account identifier pattern.

Abstract: The present disclosure relates to updating record objects of tenant systems of record based on a change to a corresponding record object of a master system of record. A method can include identifying a first record object from a first system of record including record objects generated using second systems of record of a plurality of data source providers. The method can include determining an update to a first object field-value pair of the first record object of the first system of record. The method can include identifying a plurality of second record objects of the second systems of record that are linked to the first record object of the first system of record. The method can include updating at least one second record object by changing a value of an existing object field-value pair of the at least one second record object or adding a new object field-value pair to the at least one second record object.

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 a method for updating labels assigned to electronic activities. The method includes accessing electronic activities transmitted or received via electronic accounts associated with data source providers. The node profiles can be updated using the electronic activities. The method includes matching one of the electronic activities to participant node profiles, each corresponds to one of the electronic accounts via which the electronic activity is transmitted or received. The method includes assigning tags to the electronic activity based on the participant node profiles. The method includes detecting a change to the participant node profiles. The method includes determining whether to update the tags assigned to the electronic activity based on the detected change to the participant node profile. The method includes modifying the tag assigned to the electronic activity responsive to determining to update the tag in accordance with the detected change.

Abstract: The present disclosure relates to updating record objects of tenant systems of record based on a change to a corresponding record object of a master system of record. A method can include identifying a first record object from a first system of record including record objects generated using second systems of record of a plurality of data source providers. The method can include determining an update to a first object field-value pair of the first record object of the first system of record. The method can include identifying a plurality of second record objects of the second systems of record that are linked to the first record object of the first system of record. The method can include updating at least one second record object by changing a value of an existing object field-value pair of the at least one second record object or adding a new object field-value pair to the at least one second record object.