A method for managing information corresponding to electronic activities may include accessing a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers, maintaining a plurality of node profiles, updating the plurality of node profiles using the plurality of electronic activities, and identifying a node profile with which to link the electronic activity. The method further includes selecting, using an electronic activity management policy, an electronic activity management process of a plurality of electronic activity management processes based on i) at least one value of one or more predetermined field-value pairs of the node profile satisfying a location-based condition, or ii) a communication history between a first electronic account of the node profile and a second participant of the electronic activity. The method yet further includes managing information corresponding to the electronic activity in accordance with the selected electronic activity management process.

The systems and methods described herein can use multiple fields with dynamically determined priorities based on field values for node resolution. The system can generate activity field-value pairs including an activity value associated with an activity field from an electronic activity. The system can determine a frequency score based on a first count of node field-value pairs that match the activity value. The system can assign a weight to the activity value based on the frequency score. The system can generate a match score of a candidate node profile indicating a likelihood that the electronic activity is transmitted or received by an account corresponding to the candidate node profile. The system can store an association between the electronic activity and the node profile selected based on the match score.

This disclosure relates to methods, systems, and storage media for generating a performance profile of a node profile. First electronic activities linked to a first node profile can be accessed. For each first electronic activity, a type of the first electronic activity can be determined. A feature extraction policy can be selected to generate a first feature array for the first electronic activity. The first feature array for the first electronic activity can be generated based on the type of the first electronic activity. A first performance profile of the first node profile can be generated for the time period by providing the generated first feature array for each first electronic activity to one or more models trained using second feature arrays corresponding to second electronic activities of second node profiles. An association between the first node profile and the first performance profile can be stored.

The system and methods described herein can classify electronic activities based on sender and recipient information. The system can determine a relationship between a sender of an electronic activity and at least one recipient of the electronic activity using a sender node profile and a recipient node profile. The system can assign a tag to the electronic activity based on the relationship between the sender and one or more recipients of the electronic activity. The system can process the electronic activity based on the assigned tag.

Systems and methods for determining a preferred communication channel can be based on determining a status of a node profile using electronic activities. The system and methods can include accessing a plurality of electronic activities and maintaining a plurality of node profiles. The system and methods can include identifying a node profile and generating a communication mode schedule. The systems and methods can include transmitting a notification to a device via a communication selected using the communication mode schedule.

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.

The present disclosure relates to systems and methods for determining an engagement profile of a participant by associating electronic activities to a profile. It may generate the engagement profile based on analysis of the electronic activity level. An example implementation may contain the following steps. The system may access for a first record object a plurality of electronic activities linked with the first record object. The system may identify for a participant from the plurality of electronic activities a set of electronic activities including the participant. The system may determine an engagement profile of the participant based on a first number of electronic activities of the set of electronic activities sent by the participant, a second number of the set of electronic activities received by the participant and a temporal distribution of the set of electronic activities. The system may store the engagement profile in one or more data structures.

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.

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.

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.