standardengagement

Engagement

SCHEMA_ENGAGEMENTCorev1.0.0

A touchpoint between the GTM system/team and a Person, Account, or Company.

Identity Key

source_system + source_record_id

How instances of this object are resolved and deduplicated when the same entity is seen across multiple vendors.

Schema Fields

PropertyTypeConstraint
engagement_idStringRequired
engagement_typeEnumRequired
directionEnuminbound, outbound, internal, system
channelEnumemail, phone, LinkedIn, web, paid_search, paid_social, event, partner
source_systemStringRequired
source_record_idStringRequired
company_idStringLink at the appropriate level
account_idStringLink at the appropriate level
person_idStringLink at the appropriate level
statusEnumsent, delivered, opened, clicked, replied, bounced, completed, no_show
occurred_atTimestampRequired
sentimentEnumpositive, neutral, negative, unknown

Merge Rules

  • 01Unique on (source_system, source_record_id).
  • 02Preserve channel-specific events; aggregate into scores and journey summaries, but keep raw touchpoints traceable.
  • 03Federated: resolved at query time from the vendor's MCP, never persisted in D1.

Vendor Mappings

ProviderField ID
Salesloftactivity.id
Outreachmailing.id
HubSpotengagement.id
Gongcall.id
Apollo.ioemail.id