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: 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: A method may include accessing electronic activities and record objects. The method includes identifying, for a first entity, an event generated based on data included in the first set of record objects. The event is configured to change from a first status to a second status based on an event policy specifying i) a qualifying entity type or ii) a number of electronic activities that satisfy one or more conditions. The method includes identifying a set of electronic activities to be linked to a record object of the first set of record objects. The method includes determining, using the set of electronic activities, by applying the event policy, that the event is to be changed from the first status to the second status. The method includes updating the status of the event from the first status to the second status responsive to applying the event policy.

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 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 present disclosure relates to methods, systems, and storage media for identifying node hierarchies and connections using electronic activities. The method may include maintaining node profiles corresponding to unique entities; selecting electronic activities linked to both a first node profile and a second node profile of the plurality of node profiles; generating for each electronic activity of the plurality of electronic activities, a relevancy score based on a respective time at which the electronic activity was transmitted or received; generating a connection profile for a connection between the first node profile and the second node profile based on the respective relevancy score of each electronic activity and storing in a data structure, an association between the connection profile, the first node profile, and the second node profile.

Abstract: The present disclosure relates to a method for generating a group node profile based on member nodes. Member node profiles may be maintained. A subset of member node profiles may be identified. Each member node profile of the subset may correspond to a group entity. A set of member node fields to populate values for a group node profile of the group entity may be identified. A corresponding group node field of the group node profile may be updated in accordance with a group node population policy. A field value of the member node field to the group node field may be added. An entry to a value data structure of the field value of the group node field may be added.

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 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 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.