Overview

Status: Available, schema-owning · Kind: package · Tier: premium · Contexts: admin

Contacts

Contacts provides the shared CRM record layer for Capell package integrations, including source identity matching and first-party adapters for contact-like records.

Current Scope

• Central contact, organisation, lead, and activity models.
• Read-only Filament admin resources for CRM records.
• Contact identity matching by email, phone, package source identity, or model source.
• Source record sync action for packages such as Form Builder submissions, Newsletter subscribers, Comments authors, Access Gate registrations, Event attendees, Shopify customers, and Campaign Studio conversions.
• Event listeners for Form Builder submissions, Access Gate approvals, Event RSVPs, Comments, Campaign Studio conversions, and Shopify customer syncs when those packages are installed.
• Newsletter calls the shared sync action directly from subscriber lifecycle actions so subscribers are represented in the same central CRM record layer.
• Contact tagging and activity recording actions.
• Dashboard overview stats for contacts, organisations, open leads, and activities.
• Privacy export and anonymization actions for contact subject request workflows.

Source Sync Boundary

Packages should call SyncContactSourceRecordAction with ContactSourceRecordData when they have contact-like data from submissions, subscribers, registrations, attendees, customers, or conversions.

Contacts also registers optional listeners for supported first-party package events. These adapters are no-ops unless the source package class is available.

The action:

• finds or creates the contact using safe identity hashes;
• stores the package source key and source identifier;
• merges source metadata into the encrypted contact profile;
• applies normalized tags;
• optionally creates a lead;
• optionally records an activity linked to the source model.

Testing

Run package tests with:

vendor/bin/pest packages/contacts/tests --configuration=phpunit.xml