Systems and methods for identifying a sequence of events and participants for record objects

A system comprising:

• one or more hardware processors configured by machine-readable instructions to:
• access a plurality of record objects of a system of record of a data source provider, each record object of the plurality of record objects corresponding to a respective group entity, each record object comprising one or more object field-value pairs and linked to one or more electronic activities;
• identify a subset of record objects of the plurality of record objects associated with a group entity and having a first record object status;
• identify, for each record object of the subset of record objects, one or more electronic activities linked to the record object, each electronic activity identifying one or more participants and corresponding to at least one event;
• determine, for each record object of the subset of record objects, an event-participant pattern based on the electronic activities linked to the record object, the event-participant pattern including at least a first event performed by a first participant type and a second event performed by a second participant type;
• identify electronic activities linked with a second record object of the plurality of record objects;
• determine, from the identified electronic activities linked with the second record object, that the first event is performed by the first participant type and the second event is not yet performed by the second participant type;
• generate a content item identifying an action to trigger a performance of the second event by at least one participant of the second participant type to update a record object status of the second record object to the record object status of the first record object;
• and
• transmit the content item to a device of a participant of at least one electronic activity linked with the second record object.

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 a plurality of record objects of a system of record of a data source provider, each record object of the plurality of record objects corresponding to a respective group entity, each record object comprising one or more object field-value pairs and linked to one or more electronic activities;
• identifying a subset of record objects of the plurality of record objects associated with a group entity and having a first record object status;
• identifying, for each record object of the subset of record objects, one or more electronic activities linked to the record object, each electronic activity identifying one or more participants and corresponding to at least one event;
• determining, for each record object of the subset of record objects, an event-participant pattern based on the electronic activities linked to the record object, the event-participant pattern including at least a first event performed by a first participant type and a second event performed by a second participant type;
• identifying electronic activities linked with a second record object of the plurality of record objects;
• determining, from the identified electronic activities linked with the second record object, that the first event is performed by the first participant type and the second event is not yet performed by the second participant type;
• generating a content item identifying an action to trigger a performance of the second event by at least one participant of the second participant type to update a record object status of the second record object to the record object status of the first record object;
• and
• transmitting the content item to a device of a participant of at least one electronic activity linked with the second record object.