公开(公告)号：US20240330941A1

公开(公告)日：2024-10-03

申请号：US18740307

申请日：2024-06-11

申请人： ZoomInfo Technologies LLC

发明人： Jen HSIN ,  Bertrand LUI

IPC分类号： G06Q30/01 ,  G06F16/903 ,  G06Q10/107

CPC分类号： G06Q30/01 ,  G06F16/90335 ,  G06Q10/107

摘要： The selective logging of external activities internally within a CRM application includes an extraction of a document such as an e-mail message from a communications client and a further extraction from the document of a set of associated parties. A CRM application is then queried with the set of associated parties and in response, an identity of a customer can be received from the CRM application along with a listing of one or more CRM end users assigned to the customer. On condition that one of the associated parties is determined to be one of the CRM end users, an activity is then recorded in the CRM application in connection with the one of the CRM end users based upon the document. But otherwise the document is discarded.