Systems and methods for generating new record objects based on electronic activities
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.
1 . A method comprising:
maintaining, by a data processing system including one or more processors, a plurality of node profiles including a plurality of node field-value pairs, each node-field-value pair identifying a node field and one or more node values;
accessing, by the data processing system, data of a plurality of electronic activities transmitted or received via electronic accounts of a plurality of data source providers;
accessing, by the data processing system, from one or more servers of a customer relationship management (CRM) system, a plurality of CRM systems of record including a plurality of CRM record objects, each CRM record object of the plurality of CRM record objects corresponding to a record object type and comprising one or more object fields having one or more object field values, each respective CRM system of record of the plurality of the CRM systems of record corresponding to a respective data source provider of the plurality of data source providers;
generating, by the data processing system, a plurality of local record objects corresponding to the plurality of CRM record objects, each respective local record object of the plurality of local record objects storing record object data obtained from the corresponding CRM record object, the record object data stored in the plurality of local record objects used by the data processing system for matching electronic activities to the plurality of local record objects;
determining, by the data processing system, responsive to parsing an electronic activity, that the electronic activity is to be matched to one or more local record objects of the plurality of local record objects;
generating, by the data processing system, activity field-value pairs from the electronic activity;
matching, by the data processing system, using the activity field-value pairs and the plurality of node field-value pairs, the electronic activity to a first node profile corresponding to a sender of the electronic activity and a second node profile corresponding to at least one recipient of the electronic activity;
determining, by the data processing system, responsive to comparing the activity field-value pairs to object-field value pairs of the plurality of local record objects that the electronic activity does not satisfy a record object matching policy;
generating, by the data processing system, a first local record object, the first local record object including object field-value pairs populated using the activity-field values;
storing, by the data processing system, in a data structure maintained by the data processing system, a first association between the first local record object and the electronic activity;
transmitting, by the data processing system, to the one or more servers of the CRM system, instructions to generate a first CRM record object corresponding to the first local record object and cause the CRM system to store a second association between the electronic activity and the first CRM record object;
storing, by the data processing system, in a first data structure of the first node profile, a third association between an identifier of the electronic activity and the first node profile responsive to matching the electronic activity to the first node profile; and
storing, by the data processing system, in a second data structure of the second node profile, a fourth association between the identifier of the electronic activity and the second node profile responsive to matching the electronic activity to the second node profile.
2 . The method of claim 1 , further comprising:
adding a reference to the first local record object as an object field value to an object field of a second local record object.
3 . The method of claim 2 , further comprising providing a notification to a device configured to update the CRM system of record responsive to generating the first local record object.
4 . The method of claim 1 , wherein accessing the plurality of CRM systems of record include accessing the plurality of CRM systems of record to obtain a plurality of record object data of the plurality of CRM record objects.
5 . The method of claim 1 , wherein transmitting instructions to generate the first CRM record object corresponding to the first local record object comprises periodically executing a batch job to synchronize the plurality of local record objects and the plurality of CRM record objects.
6 . The method of claim 1 , wherein the first local record object includes a plurality of local object fields and one or more local object values for each local object field, wherein at least one local object value is obtained from the CRM record object to which the first local record object corresponds.
7 . The method of claim 1 , further comprising updating, by the data processing system, a node graph including the plurality of node profiles using the electronic activity, the node graph updated from a first state to a second state indicating that the electronic activity was sent by the sender corresponding to the first node profile and received by the at least one recipient corresponding to the second node profile.
8 . The method of claim 1 , wherein the first data structure of the first node profile includes a plurality of entries, each entry corresponding to a respective electronic activity sent or received by an electronic account corresponding to the first node profile, each entry including an electronic activity identifier identifying the respective electronic activity, and a timestamp corresponding to when the respective electronic activity was sent or received.
9 . The method of claim 1 , wherein the electronic activity is an electronic mail message.
10 . A method comprising
maintaining, by a data processing system including one or more processors, a plurality of node profiles including a plurality of node field-value pairs, each node-field-value pair identifying a node field and one or more node values;
accessing, by the data processing system, data of a plurality of electronic activities transmitted or received via electronic accounts of a plurality of data source providers;
accessing, by the data processing system, from one or more servers of a customer relationship management (CRM) system, a plurality of CRM systems of record including a plurality of CRM record objects, each CRM record object of the plurality of CRM record objects corresponding to a record object type and comprising one or more object fields having one or more object field values, each respective CRM system of record of the plurality of the CRM systems of record corresponding to a respective data source provider of the plurality of data source providers;
generating, by the data processing system, a plurality of local record objects corresponding to the plurality of CRM record objects, each respective local record object of the plurality of local record objects storing record object data obtained from the corresponding CRM record object, the record object data stored in the plurality of local record objects used by the data processing system for matching electronic activities to the plurality of local record objects;
determining, by the data processing system, responsive to parsing an electronic activity, that the electronic activity is to be matched to one or more local record objects of the plurality of local record objects;
generating, by the data processing system, activity field-value pairs from the electronic activity;
determining, by the data processing system, responsive to comparing the activity field-value pairs to object-field value pairs of the plurality of local record objects that the electronic activity does not satisfy a record object matching policy;
generating, by the data processing system, a first local record object, the first local record object including object field-value pairs populated using the activity-field values;
storing, by the data processing system, in a data structure maintained by the data processing system, a first association between the first local record object and the electronic activity;
transmitting, by the data processing system, to the one or more servers of the CRM system, instructions to generate a first CRM record object corresponding to the first local record object and cause the CRM system to store a second association between the electronic activity and the first CRM record object;
parsing, by the data processing system, a second electronic activity of the plurality of electronic activities;
determining, by the data processing system, responsive to applying a filtering policy, to restrict the second electronic activity from being matched to the one or more local record objects of the plurality of local record objects; and
restricting, by the data processing system, responsive to the determination, the second electronic activity from being matched to the one or more local record objects of the plurality of local record objects.
11 . A system comprising:
one or more hardware processors configured by machine-readable instructions to:
maintain a plurality of node profiles including a plurality of node field-value pairs, each node-field-value pair identifying a node field and one or more node values;
access data of a plurality of electronic activities transmitted or received via electronic accounts of a plurality of data source providers;
access, from one or more servers of a customer relationship management (CRM) system, a plurality of CRM systems of record including a plurality of CRM record objects, each CRM record object of the plurality of CRM record objects corresponding to a record object type and comprising one or more object fields having one or more object field values, each respective CRM system of record of the plurality of the CRM systems of record corresponding to a respective data source provider of the plurality of data source providers;
generate a plurality of local record objects corresponding to the plurality of CRM record objects, each respective local record object of the plurality of local record objects storing record object data obtained from the corresponding CRM record object, the record object data stored in the plurality of local record objects used by the data processing system for matching electronic activities to the plurality of local record objects;
determine, responsive to parsing an electronic activity, that the electronic activity is to be matched to one or more local record objects of the plurality of local record objects;
generate activity field-value pairs from the electronic activity;
match, using the activity field-value pairs and the plurality of node field-value pairs, the electronic activity to a first node profile corresponding to a sender of the electronic activity and a second node profile corresponding to at least one recipient of the electronic activity;
determine, responsive to comparing the activity field-value pairs to object-field value pairs of the plurality of local record objects that the electronic activity does not satisfy a record object matching policy;
generate a first local record object, the first local record object including object field-value pairs populated using the activity-field values;
store, in a data structure maintained by the data processing system, a first association between the first local record object and the electronic activity;
transmit, to the one or more servers of the CRM system, instructions to generate a first CRM record object corresponding to the first local record object and cause the CRM system to store a second association between the electronic activity and the first CRM record object;
store, in a first data structure of the first node profile, a third association between an identifier of the electronic activity and the first node profile responsive to matching the electronic activity to the first node profile; and
store, in a second data structure of the second node profile, a fourth association between the identifier of the electronic activity and the second node profile responsive to matching the electronic activity to the second node profile.
12 . The system of claim 11 , wherein the one or more hardware processors are further configured by machine-readable instructions to:
add a reference to the first local record object as an object field value to an object field of a second local record object.
13 . The system of claim 11 , wherein the one or more hardware processors are further configured by machine-readable instructions to provide a notification to a device configured to update the CRM system of record responsive to generating the first local record object.
14 . The system of claim 11 , wherein the one or more hardware processors are further configured by machine-readable instructions to access the plurality of CRM systems of record to obtain a plurality of record object data of the plurality of CRM record objects.
15 . The system of claim 11 , wherein transmitting instructions to generate the first CRM record object corresponding to the first local record object comprises periodically executing a batch job to synchronize the plurality of local record objects and the plurality of CRM record objects.
16 . The system of claim 11 , wherein the one or more hardware processors are further configured by machine-readable instructions to:
update a node graph including a plurality of node profiles using the electronic activity, the node graph updated from a first state to a second state indicating that the electronic activity was sent by the sender corresponding to the first node profile and received by the at least one recipient corresponding to the second node profile.
17 . The system of claim 11 , wherein the electronic activity is an electronic mail message.
18 . 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:
maintaining a plurality of node profiles including a plurality of node field-value pairs, each node-field-value pair identifying a node field and one or more node values;
accessing, data of a plurality of electronic activities transmitted or received via electronic accounts of a plurality of data source providers;
accessing, from one or more servers of a customer relationship management (CRM) system, a plurality of CRM systems of record including a plurality of CRM record objects, each CRM record object of the plurality of CRM record objects corresponding to a record object type and comprising one or more object fields having one or more object field values, each respective CRM system of record of the plurality of the CRM systems of record corresponding to a respective data source provider of the plurality of data source providers;
generating a plurality of local record objects corresponding to the plurality of CRM record objects, each respective local record object of the plurality of local record objects storing record object data obtained from the corresponding CRM record object, the record object data stored in the plurality of local record objects used by the data processing system for matching electronic activities to the plurality of local record objects;
determining, responsive to parsing an electronic activity, that the electronic activity is to be matched to one or more local record objects of the plurality of local record objects;
generating activity field-value pairs from the electronic activity;
matching, using the activity field-value pairs and the plurality of node field-value pairs, the electronic activity to a first node profile corresponding to a sender of the electronic activity and a second node profile corresponding to at least one recipient of the electronic activity;
determining, responsive to comparing the activity field-value pairs to object-field value pairs of the plurality of local record objects that the electronic activity does not satisfy a record object matching policy;
generating a first local record object, the first local record object including object field-value pairs populated using the activity-field values;
storing, in a data structure maintained by the data processing system, a first association between the first local record object and the electronic activity;
transmitting, to the one or more servers of the CRM system, instructions to generate a first CRM record object corresponding to the first local record object and cause the CRM system to store a second association between the electronic activity and the first CRM record object;
storing, in a first data structure of the first node profile, a third association between an identifier of the electronic activity and the first node profile responsive to matching the electronic activity to the first node profile; and
storing, in a second data structure of the second node profile, a fourth association between the identifier of the electronic activity and the second node profile responsive to matching the electronic activity to the second node profile.