As you already know ZoomInfo InboxAI (formerly Komiko) is automatically assigning emails and meetings to the right contact, account, opportunity and lead. Here is the logic that is used to assign emails and meetings to open opportunities. There is a different logic used to assign activities to closed opportunities.
Determining the right opportunity for an email/meeting
Identify the potential opportunities based on the following information:
- Opportunity owner must be one of the participants (sender and recipients) of the email/meeting.
- At least one of the account contacts must be in the participants list
- Opportunity must be in an “open” stage (stage type = open). Identifying “open” stages is currently done in the ZoomInfo InboxAI‘s settings section.
When one single opportunity is identified – ZoomInfo InboxAI will update the activity as well as statistics like last inbound and outbound date, etc.
When more than one opportunity is identified – ZoomInfo InboxAI will update the activity to one of them, and statistics to all of them.
When no opportunity is identified – ZoomInfo InboxAI will not update any opportunity.
Everything can be found at the account
In all cases ZoomInfo InboxAI will update the activity and statistics information in the account objects. So all activities can always be found in the account, if you don’t find them in the opportunity.