Systems and methods for detecting events based on updates to node profiles from electronic activities
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.
1 . A method, comprising:
accessing, by one or more processors of a data processing system in communication with at least one server of a customer relationship management (CRM) system, via a connection with the CRM system, a plurality of CRM objects of the CRM system corresponding to a data source provider, each CRM object of the plurality of CRM objects corresponding to a CRM object type and having one or more object field-value pairs, each object field-value pair of the CRM object associating an object field value to a corresponding object field of the CRM object;
generating, by the one or more processors of the data processing system, a plurality of local record objects, each local record object of the plurality of local record objects generated using data of a corresponding CRM object of the plurality of CRM objects, the plurality of local record objects maintained and updated by the one or more processors and used by the one or more processors to update the plurality of CRM objects of the CRM system;
maintaining, by the one or more processors, in one or more data structures stored in a memory coupled to the one or more processors, a plurality of node profiles, each node profile of the plurality of node profiles including one or more node field-value pairs, each node field-value pair of the node profile associating a node field value to a corresponding node field of the node profile, each node field-value pair associated with a data structure that includes one or more entries, each entry of the one or more entries including A) an identifier of i) a local record object of the plurality of local record objects of the CRM system or ii) an electronic activity that includes the node field value of the node field-value pair; B) a timestamp corresponding to when the local record object was last updated or when the electronic activity was transmitted or received; and C) a contribution score computed based on the timestamp;
identifying, by the one or more processors, a reference subset of node field-value pairs from the one or more node field-value pairs of the plurality of node profiles, each node field-value pair of the reference subset of node field-value pairs having a confidence score that satisfies a threshold and that indicates a likelihood that the node field-value pair is correct, wherein the confidence score of the node field-value pair of the reference subset is calculated using respective contribution scores of each entry of the one or more entries included in the data structure associated with the node field-value pair, wherein the reference subset includes a first node field-value pair of a first node profile corresponding to a first entity and a second node field-value pair of a second node profile corresponding to a second entity;
for each node field-value pair included in the reference subset:
identifying, by the one or more processors, (i) an entity of the plurality of entities that corresponds to the node profile that includes the node field-value pair included in the reference subset and (ii) a particular local record object of the plurality of local record objects of the CRM system that corresponds to the entity; and
comparing, by the one or more processors, the node field-value pair included in the reference subset with a corresponding object field-value pair of the particular local record object of the plurality of local record objects to determine whether or not the node field-value pair included in the reference subset matches with the object field-value pair;
responsive to comparing each node field-value pair included in the reference subset of node field-value pairs with the corresponding object field-value pair of the particular local record object of the plurality of local record objects:
determining, by the one or more processors, a first number of matches between the node field-value pairs included in the reference subset of node field-value pairs and corresponding object field-value pairs of the plurality of local record objects, and
determining, by the one or more processors, a first number of mismatches between the node field-value pairs included in the reference subset of node field-value pairs and the corresponding object field-value pairs of the plurality of local record objects;
generating, by the one or more processors, a trust score of the CRM system corresponding to the data source provider based on the first number of matches and the first number of mismatches, the trust score indicating a level of reliability of data included in the CRM system;
identifying, by the one or more processors, a first data point stored in a data structure corresponding to a first field-value pair of a first node profile of the plurality of node profiles, the first data point corresponding to the CRM system;
determining, by the one or more processors, a first contribution score for the first data point based on the trust score of the CRM system and a timestamp associated with the first data point;
determining, by the one or more processors, a first confidence score of the first field-value pair of the first node profile, using the first contribution score of the first data point;
matching, by the one or more processors, a first electronic activity to the first node profile based on the confidence score of the first field-value pair;
matching, by the one or more processors, the first electronic activity to a local record object of the plurality of local record objects using data from the first node profile to which the first electronic activity is matched; and
transmitting, by the one or more processors, responsive to matching the first electronic activity to the local record object, to the at least one server of the CRM system, instructions to store an association between the first electronic activity and the CRM object corresponding to the record object with which the first electronic activity is matched.
2 . A system, comprising:
one or more hardware processors configured by machine-readable instructions to:
access, via a connection with at least one server of a customer relationship management (CRM) system, a plurality of CRM objects of the CRM system corresponding to a data source provider, each CRM object of the plurality of CRM objects corresponding to a CRM object type and having one or more object field-value pairs, each object field-value pair of the CRM object associating an object field value to a corresponding object field of the CRM object;
generate a plurality of local record objects, each local record object of the plurality of local record objects generated using data of a corresponding CRM object of the plurality of CRM objects, the plurality of local record objects maintained and updated by the one or more processors and used by the one or more processors to update the plurality of CRM objects of the CRM system; maintain in one or more data structures stored in a memory coupled to the one or more processors, a plurality of node profiles, each node profile of the plurality of node profiles including one or more node field-value pairs, each node field-value pair of the node profile associating a node field value to a corresponding node field of the node profile, each node field-value pair associated with a data structure that includes one or more entries, each entry of the one or more entries including A) an identifier of i) a local record object of the plurality of local record objects of the CRM system or ii) an electronic activity that includes the node field value of the node field-value pair; B) a timestamp corresponding to when the local record object was last updated or when the electronic activity was transmitted or received; and C) a contribution score computed based on the timestamp; identify a reference subset of node field-value pairs from the one or more node field-value pairs of the plurality of node profiles, each node field-value pair of the reference subset of node field-value pairs having a confidence score that satisfies a threshold and that indicates a likelihood that the node field-value pair is correct, wherein the confidence score of the node field-value pair of the reference subset is calculated using respective contribution scores of each entry of the one or more entries included in the data structure associated with the node field-value pair, wherein the reference subset includes a first node field-value pair of a first node profile corresponding to a first entity and a second node field-value pair of a second node profile corresponding to a second entity;
for each node field-value pair included in the reference subset:
identify (i) an entity of the plurality of entities that corresponds to the node profile that includes the node field-value pair included in the reference subset and (ii) a particular local record object of the plurality of local record objects of the CRM system that corresponds to the entity; and
compare the node field-value pair included in the reference subset with a corresponding object field-value pair of the particular local record object of the plurality of local record objects to determine whether or not the node field-value pair included in the reference subset matches with the object field-value pair;
responsive to comparing each node field-value pair included in the reference subset of node field-value pairs with the corresponding object field-value pair of the particular local record object of the plurality of local record objects:
determine a first number of matches between the node field-value pairs included in the reference subset of node field-value pairs and corresponding object field-value pairs of the plurality of local record objects, and
determine a first number of mismatches between the node field-value pairs included in the reference subset of node field-value pairs and the corresponding object field-value pairs of the plurality of local record objects;
generate a trust score of the CRM system corresponding to the data source provider based on the first number of matches and the first number of mismatches, the trust score indicating a level of reliability of data included in the CRM system;
identify a first data point stored in a data structure corresponding to a first field-value pair of a first node profile of the plurality of node profiles, the first data point corresponding to the CRM system;
determine a first contribution score for the first data point based on the trust score of the CRM system and a timestamp associated with the first data point;
determine a first confidence score of the first field-value pair of the first node profile, using the first contribution score of the first data point;
match a first electronic activity to the first node profile based on the confidence score of the first field-value pair;
match the first electronic activity to a local record object of the plurality of local record objects using data from the first node profile to which the first electronic activity is matched; and
transmit, responsive to matching the first electronic activity to the local record object, to the at least one server of the CRM system, instructions to store an association between the first electronic activity and the CRM object corresponding to the local record object with which the first electronic activity is matched.
3 . A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to perform a method, the method comprising:
accessing, via a connection with at least one server of a customer relationship management (CRM) system, a plurality of CRM objects of the CRM system corresponding to a data source provider, each CRM object of the plurality of CRM objects corresponding to a CRM object type and having one or more object field-value pairs, each object field-value pair of the CRM object associating an object field value to a corresponding object field of the CRM object;
generating a plurality of local record objects, each local record object of the plurality of local record objects generated using data of a corresponding CRM object of the plurality of CRM objects, the plurality of local record objects maintained and updated by the one or more processors and used by the one or more processors to update the plurality of CRM objects of the CRM system;
maintaining in one or more data structures stored in a memory coupled to the one or more processors, a plurality of node profiles, each node profile of the plurality of node profiles including one or more node field-value pairs, each node field-value pair of the node profile associating a node field value to a corresponding node field of the node profile, each node field-value pair associated with a data structure that includes one or more entries, each entry of the one or more entries including A) an identifier of i) a local record object of the plurality of local record objects of the CRM system or ii) an electronic activity that includes the node field value of the node field-value pair; B) a timestamp corresponding to when the local record object was last updated or when the electronic activity was transmitted or received; and C) a contribution score computed based on the timestamp;
identifying a reference subset of node field-value pairs from the one or more node field-value pairs of the plurality of node profiles, each node field-value pair of the reference subset of node field-value pairs having a confidence score that satisfies a threshold and that indicates a likelihood that the node field-value pair is correct, wherein the confidence score of the node field-value pair of the reference subset is calculated using respective contribution scores of each entry of the one or more entries included in the data structure associated with the node field-value pair, wherein the reference subset includes a first node field-value pair of a first node profile corresponding to a first entity and a second node field-value pair of a second node profile corresponding to a second entity;
for each node field-value pair included in the reference subset:
identifying (i) an entity of the plurality of entities that corresponds to the node profile that includes the node field-value pair included in the reference subset and (ii) a particular local record object of the plurality of local record objects of the CRM system that corresponds to the entity; and
comparing the node field-value pair included in the reference subset with a corresponding object field-value pair of the particular local record object of the plurality of local record objects to determine whether or not the node field-value pair included in the reference subset matches with the object field-value pair;
responsive to comparing each node field-value pair included in the reference subset of node field-value pairs with the corresponding object field-value pair of the particular local record object of the plurality of local record objects:
determining a first number of matches between the node field-value pairs included in the reference subset of node field-value pairs and corresponding object field-value pairs of the plurality of local record objects, and
determining a first number of mismatches between the node field-value pairs included in the reference subset of node field-value pairs and the corresponding object field-value pairs of the plurality of local record objects;
generating a trust score of the CRM system corresponding to the data source provider based on the first number of matches and the first number of mismatches, the trust score indicating a level of reliability of data included in the CRM system;
identifying a first data point stored in a data structure corresponding to a first field-value pair of a first node profile of the plurality of node profiles, the first data point corresponding to the CRM system;
determining a first contribution score for the first data point based on the trust score of the CRM system and a timestamp associated with the first data point;
determining a first confidence score of the first field-value pair of the first node profile, using the first contribution score of the first data point;
matching a first electronic activity to the first node profile based on the confidence score of the first field-value pair;
matching the first electronic activity to a local record object of the plurality of local record objects using data from the first node profile to which the first electronic activity is matched; and
transmitting, responsive to matching the first electronic activity to the local record object, to the at least one server of the CRM system, instructions to store an association between the first electronic activity and the CRM object corresponding to the local record object with which the first electronic activity is matched.
4 . The method of claim 1 , wherein the comparing further comprises:
determining a first number of incompletes among the one or more object field-value pairs of the plurality of local record objects for a corresponding node field-value pair of the plurality of node profiles; and
wherein generating the trust score further comprises generating the trust score of the CRM system based on the first number of matches, the first number of mismatches and not factoring the first number of incompletes.
5 . The method of claim 1 , further comprising identifying, by the one or more processors, for each object field-value pair of the plurality of local record objects, a corresponding node field-value pair from the plurality of node profiles based on an object field of the object field-value pair matching a node field of the corresponding node field-value pair.
6 . The method of claim 1 , wherein the confidence score of each node field-value pair of the one or more node field-value pairs of the plurality of node profiles is generated from at least one contribution score of a data point that corresponds to the node field value of the node field-value pair, the confidence score indicative of a level of certainty in the node field-value pair, the at least one contribution score generated based on a time associated with the data point.
7 . The method of claim 1 , further comprising:
determining, by the one or more processors, a first number of completes of the one or more object field-value pairs for the plurality of local record objects based on object fields of the one or more object field-value pairs of the plurality of local record objects matching corresponding node fields of the one or more node field-value pairs of the plurality of node profiles; and
generating, by the one or more processors, a health score of the CRM system corresponding to the data source provider based on the first number of completes for the one or more object field-value pairs of the plurality of local record objects, the health score indicating a level of completeness of the CRM system.
8 . The method of claim 1 , further comprising:
determining a second number of matches between the one or more object field-value pairs of the plurality of local record objects and a corresponding node field-value pair of the plurality of node profiles;
determining a second number of mismatches between the one or more object field-value pairs of the plurality of local record objects and the corresponding node field-value pair of the plurality of node profiles; and
generating, by the one or more processors, a health score of the CRM system corresponding to the data source provider based on the second number of matches and the second number of mismatches, the health score indicating a level of completeness of the CRM system.
9 . The method of claim 1 , wherein the CRM system is a first CRM system and wherein maintaining the plurality of node profiles further comprises generating the plurality of node profiles using second data from a plurality of second CRM systems corresponding to individual tenants, each second CRM system of the plurality of second CRM systems different from the first CRM system.
10 . The method of claim 9 , further comprising generating, by the one or more processors, a health score of the CRM system corresponding to the data source provider based on comparing each node field-value pair of the reference subset with the corresponding object field-value pair of the plurality of local record objects.
11 . The method of claim 1 , further comprising:
identifying, by the one or more processors, from the plurality of local record objects, a first local record object of a first local record object type and a second local record object of a second local record object type;
determining, by the one or more processors, that the first local record object is to be linked to the second local record object;
identifying, by the one or more processors, that the first local record object is linked with the second local record object in the CRM system; and
generating, by the one or more processors, a health score of the CRM system corresponding to the data source provider based on i) determining whether the first local record object is to be linked to the second local record object, or ii) identifying that the first local record object is linked with the second local record object in the CRM system.
12 . The method of claim 1 , wherein the CRM system is a first CRM system and further comprising generating, by the one or more processors, a multi-tenant CRM system using a plurality of second CRM systems, the multi-tenant CRM system configured to maintain a second plurality of local record objects, each local record object of the second plurality of local record objects including at least one object field-value pair having a second confidence score generated based on a second trust score corresponding to a corresponding second CRM system that includes a second object field-value pair that matches the at least one object field-value pair.
13 . The method of claim 1 , wherein maintaining the plurality of node profiles further comprises maintaining the one or more node field-value pairs of the plurality of node profiles generated from one or more electronic activities accessible via the data source provider that provided access to the CRM system.
14 . The method of claim 1 , further comprising:
determining, by the one or more processors, a first level of completeness of a first record field type among the plurality of local record objects, the first level of completeness indicating a first number of local record objects with the first record field type;
determining, by the one or more processors, a second level of completeness of a second record field type among the plurality of local record objects, the second level of completeness indicating a second number of local record objects with the second record field type;
determining, by the one or more processors, that the second level of completeness of the second record field type is greater than the first level of completeness of the first record field type in the plurality of local record objects; and
providing, by the one or more processors, an indication to the data source provider for the CRM system to increase the first number of local record objects with the first record field type responsive to determining that the second level of completeness is greater than the first level of completeness.
15 . The method of claim 1 , further comprising comparing, by the one or more processors, at least one object field-value pair of a first local record object of the plurality of local record objects to a corresponding node field-value pair of the plurality of node profiles indicated as current.
16 . The method of claim 15 , further comprising generating, by the one or more processors, a health score of the CRM system based on a number of object field-value pairs in the plurality of local record objects determined to not be current.
17 . The system of claim 2 , wherein the one or more processors are further configured to:
determine a first number of incompletes among the one or more object field-value pairs of the plurality of local record objects for a corresponding node field-value pair of the plurality of node profiles; and
wherein to generate the trust score, the one or more processors are further configured to generate the trust score of the CRM system based on the first number of matches, the first number of mismatches and not factoring the first number of incompletes.
18 . The system of claim 2 , wherein the one or more processors are further configured to identify, for each object field-value pair of the plurality of local record objects, a corresponding node field-value pair from the plurality of node profiles based on an object field of the object field-value pair matching a node field of the corresponding node field-value pair.
19 . The system of claim 2 , wherein the confidence score of each node field-value pair of the one or more node field-value pairs of the plurality of node profiles is generated from at least one contribution score of a data point that corresponds to the node field value of the node field-value pair, the confidence score indicative of a level of certainty in the node field-value pair, the at least one contribution score generated based on a time associated with the data point.
20 . The non-transitory computer-readable storage medium of claim 3 , wherein the one or more processors are further configured to:
determine a first number of incompletes among the one or more object field-value pairs of the plurality of local record objects for a corresponding node field-value pair of the plurality of node profiles; and
wherein to generate the trust score, the one or more processors are further configured to generate the trust score of the CRM system based on the first number of matches, the first number of mismatches and not factoring the first number of incompletes.