SYSTEMS AND METHODS FOR MEASURING GOALS BASED ON MATCHING ELECTRONIC ACTIVITIES TO RECORD OBJECTS

1 . A method, comprising:

accessing, by one or more processors, a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;

accessing, by the one or more processors, a plurality of record objects of one or more systems of record, each record object of the plurality of record objects comprising one or more object fields having one or more object field values, the systems of record corresponding to the one or more data source providers;

identifying, by the one or more processors, for a first entity identified by at least one field-value pair of a first set of record objects of the plurality of record objects, an event generated based on data included in the first set of record objects, the event 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 of the event policy;

identifying, by the one or more processors, from the plurality of electronic activities, a set of electronic activities to be linked to a record object of the first set of record objects;

determining, by the one or more processors, for each electronic activity of the set of electronic activities, a plurality of activity field-value pairs identifying participants of the electronic activity;

determining, by the one or more processors, 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 responsive to determining that:

i) at least one electronic activity of the set is used to generate an activity field-value pair that identifies an entity of the qualifying entity type specified in the event policy, based on an identified participant of the at least one electronic activity, or

ii) the set of electronic activities includes the number of electronic activities of the set of electronic activities that satisfy the one or more conditions; and

updating, by the one or more processors, the status of the event from the first status to the second status responsive to applying the event policy.

2 . The method of claim 1 ,

wherein the one or more conditions of the event policy include being a specified type of electronic activity, the method further comprising:

determining that an electronic activity of the set of electronic activities satisfies the one or more conditions by:

determining, for the electronic activity, a type of the electronic activity; and

matching the type of the electronic activity to the specified type of electronic activity.

3 . The method of claim 1 , wherein determining that the at least one electronic activity of the set is used to generate the activity field-value pair that identifies the entity comprises:

parsing the at least one electronic activity to identify a participant of the at least one electronic activity; and

determining that the identified participant is an entity of the qualifying entity type.

4 . The method of claim 3 , wherein determining that the identified participant is the entity of the qualifying entity type comprises:

matching the identified participant to a node profile;

identifying a field-value pair of the node profile specified by the event policy as having a field corresponding to the qualifying entity type; and

matching a value of the field-value pair to a qualifying value specified by the event policy.

5 . The method of claim 4 , wherein the field of the field-value pair of the node profile of the participant is one of a plurality of predetermined fields.

6 . The method of claim 3 , wherein parsing the at least one electronic activity to identify a participant of the at least one electronic activity comprises determining a value of a header field for the at least one electronic activity, the header field corresponding to at least one of a contact identifier or a name.

7 . The method of claim 1 , wherein determining that the set of electronic activities includes the number of electronic activities of the set of electronic activities that satisfy the one or more conditions comprises:

for one or more electronic activities of the set of electronic activities,

determining whether the electronic activity satisfies the one or more conditions by applying the event policy, and if the electronic activity satisfies the one or more conditions, incrementing a counter; and

comparing the counter to a reference threshold that is based on the number specified by the event policy; and

updating the status of the event responsive to applying the event policy comprises updating the status of the event responsive to determining that the counter meets or exceeds the reference threshold.

8 . The method of claim 7 , wherein the one or more conditions comprise the electronic activity being time-stamped within a predetermined period of time specified by the event policy.

9 . The method of claim 7 , wherein the one or more conditions comprise the electronic activity being classified by a classifier trained via a machine learning process as falling within a class specified by the event policy.

10 . The method of claim 1 , further comprising storing, in one or more data structures, an association between the event, the event status and an identifier of the node profile of the entity

11 . A system, comprising:

one or more hardware processors configured by machine-readable instructions to:

access a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;

access a plurality of record objects of one or more systems of record, each record object of the plurality of record objects comprising one or more object fields having one or more object field values, the systems of record corresponding to the one or more data source providers;

identify, for a first entity identified by at least one field-value pair of a first set of record objects of the plurality of record objects, an event generated based on data included in the first set of record objects, the event 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 of the event policy;

identify, from the plurality of electronic activities, a set of electronic activities to be linked to a record object of the first set of record objects;

determine, for each electronic activity of the set of electronic activities, a plurality of activity field-value pairs identifying participants of the electronic activity;

determine, 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 responsive to determining that:

i) at least one electronic activity of the set is used to generate an activity field-value pair that identifies an entity of the qualifying entity type specified in the event policy, based on an identified participant of the at least one electronic activity, or

ii) the set of electronic activities includes the number of electronic activities of the set of electronic activities that satisfy the one or more conditions; and

update the status of the event from the first status to the second status responsive to applying the event policy.

12 . The system of claim 11 , wherein the one or more conditions of the event policy include being a specified type of electronic activity, and the one or more hardware processors are further configured by machine-readable instructions to:

determine that an electronic activity of the set of electronic activities satisfies the one or more conditions by:

determining, for the electronic activity, a type of the electronic activity; and

matching the type of the electronic activity to the specified type of electronic activity.

13 . The system of claim 11 , wherein determining that the at least one electronic activity of the set is used to generate the activity field-value pair that identifies the entity comprises:

parsing the at least one electronic activity to identify a participant of the at least one electronic activity; and

determining that the identified participant is an entity of the qualifying entity type.

14 . The system of claim 13 , wherein determining that the identified participant is the entity of the qualifying entity type comprises:

matching the identified participant to a node profile;

identifying a field-value pair of the node profile specified by the event policy as having a field corresponding to the qualifying entity type; and

matching a value of the field-value pair to a qualifying value specified by the event policy.

15 . The system of claim 13 , wherein parsing the at least one electronic activity to identify a participant of the at least one electronic activity comprises determining a value of a header field for the at least one electronic activity, the header field corresponding to at least one of a contact identifier or a name.

16 . The system of claim 11 , wherein determining that the set of electronic activities includes the number of electronic activities of the set of electronic activities that satisfy the one or more conditions comprises:

for one or more electronic activities of the set of electronic activities,

determining whether the electronic activity satisfies the one or more conditions by applying the event policy, and if the electronic activity satisfies the one or more conditions, incrementing a counter; and

comparing the counter to a reference threshold that is based on the number specified by the event policy; and

updating the status of the event responsive to applying the event policy comprises updating the status of the event responsive to determining that the counter meets or exceeds the reference threshold.

17 . The system of claim 16 , wherein the one or more conditions comprise the electronic activity being time-stamped within a predetermined period of time specified by the event policy.

18 . The system of claim 16 , wherein the one or more conditions comprise the electronic activity being classified by a classifier trained via a machine learning process as falling within a class specified by the event policy.

19 . The system of claim 11 , wherein the one or more hardware processors are further configured by machine-readable instructions to storing, in one or more data structures, an association between the event, the event status and an identifier of the node profile of the entity.

20 . A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to perform a method, comprising:

accessing, by one or more processors, a plurality of electronic activities transmitted or received via electronic accounts of one or more data source providers;

accessing, by the one or more processors, a plurality of record objects of one or more systems of record, each record object of the plurality of record objects comprising one or more object fields having one or more object field values, the systems of record corresponding to the one or more data source providers;

identifying, by the one or more processors, for a first entity identified by at least one field-value pair of a first set of record objects of the plurality of record objects, an event generated based on data included in the first set of record objects, the event 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 of the event policy;

identifying, by the one or more processors, from the plurality of electronic activities, a set of electronic activities to be linked to a record object of the first set of record objects;

determining, by the one or more processors, for each electronic activity of the set of electronic activities, a plurality of activity field-value pairs identifying participants of the electronic activity;

determining, by the one or more processors, 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 responsive to determining that:

i) at least one electronic activity of the set is used to generate an activity field-value pair that identifies an entity of the qualifying entity type specified in the event policy, based on an identified participant of the at least one electronic activity, or

ii) the set of electronic activities includes the number of electronic activities of the set of electronic activities that satisfy the one or more conditions; and

updating, by the one or more processors, the status of the event from the first status to the second status responsive to applying the event policy.