Systems and methods for updating field-value pairs of record objects using electronic activities

A system comprising:

• one or more hardware processors configured by machine-readable instructions to:
• maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more values;
• access data from a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;
• identify a record object of a plurality of record objects of one or more systems of record, the record object comprising one or more object field-value pairs including a stage field-value pair, the stage field-value pair including a stage field and a stage value selected from a plurality of stage values, each stage value of the plurality of stage values indicating a respective proximity to a completion of an event corresponding to the record object;
• match an electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object;
• identify, from data of the electronic activity, one or more participants of the electronic activity matched to the record object;
• determine, from a node profile of the plurality of node profiles corresponding to the at least one participant or from the content of the electronic activity, one or more of a title or a department of the at least one participant;
• determining, by the one or more processors, that the title or the department of the at least one participant satisfies a stage updating policy, the stage updating policy including one or more rules for updating stage values of the stage field of the record object using the title or the department of the at least one participant;
• and
• update, responsive to determining that the title or the department of the at least one participant satisfies the stage updating policy, the stage field of the record object from a first stage value to a second stage value indicating a second proximity to the completion of the event.

A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to:

• maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile including a plurality of fields, each field of the plurality of fields including one or more values;
• access data from a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers, the one or more processors configured to update the plurality of node profiles using the plurality of electronic activities;
• identify a record object of a plurality of record objects of one or more systems of record, the record object comprising one or more object field-value pairs including a stage field-value pair, the stage field-value pair including a stage field and a stage value selected from a plurality of stage values, each stage value of the plurality of stage values indicating a respective proximity to a completion of an event corresponding to the record object;
• match an electronic activity of the plurality of electronic activities to the record object based on content of the electronic activity and the object field-value pairs of the record object;
• identify, from data of the electronic activity, one or more participants of the electronic activity matched to the record object;
• determine, from a node profile of the plurality of node profiles corresponding to the at least one participant or from the content of the electronic activity, one or more of a title or a department of the at least one participant;
• determining, by the one or more processors, that the title or the department of the at least one participant satisfies a stage updating policy, the stage updating policy including one or more rules for updating stage values of the stage field of the record object using the title or the department of the at least one participant;
• and
• update, responsive to determining that the title or the department of the at least one participant satisfies the stage updating policy, the stage field of the record object from a first stage value to a second stage value indicating a second proximity to the completion of the event.