CRM in event and member platforms

Today we are talking about Integrations into Drupal, Automation, and Drupal with Orchestration with guest Jürgen Haas. We'll also cover CRM as our module of the week.

For show notes visit: https://www.talkingDrupal.com/537

• Understanding Orchestration
• Orchestration in Drupal
• Introduction to Orchestration Services
• Drupal's Role in Orchestration
• Flexibility in Integration
• Orchestration Module in Drupal
• Active Pieces and Open Source Integration
• Security Considerations in Orchestration
• Future of Orchestration in Drupal
• Getting Involved with Orchestration

• Orchestration
• N8N
  • https://www.cve.org/CVERecord?id=CVE-2026-21877
  • https://www.cve.org/CVERecord?id=CVE-2026-21858
• Drupal as an application
• Tools
  • Orchestration
  • ECA
  • Maestro
  • AI
  • Flowdrop

Jürgen Haas - lakedrops.com jurgenhaas

Nic Laflin - nLighteneddevelopment.com nicxvan John Picozzi - epam.com johnpicozzi

Martin Anderson-Clutz - mandclu.com mandclu

• Brief description:
  • Have you ever wanted a Drupal-native way to store, manage, and interact with people who might not all be registered users? There's a module for that.
• Module name/project name:
  • CRM - Contact Relationship Management
• Brief history
  • How old: created in Apr 2007 by Allie Micka, but the Steve Ayers aka bluegeek9 took over the namespace
  • Versions available: 1.0.0-beta2, which works with Drupal 11.1 or newer
• Maintainership
  • Actively maintained, latest release just a day ago
  • Security coverage: opted in, but needs a stable release
  • Test coverage
  • Number of open issues: 73 open issues, but all bugs have been marked as fixed
• Usage stats:
  • 10 sites
• Module features and usage
  • Listeners may remember some mention of the CRM module in the conversation about the Member Platform initiative back in episode 512
  • As a reminder, something other than standard Drupal user accounts is useful for working with contact information for people where you may not have all the criteria necessary for a Drupal user account, for example an email address. Also, a dedicated system can make it easier to model relationships between contacts, and provide additional capabilities.
  • It's worth noting that this module defines CRM as Contact Relationship Management, not assuming that the data is associated with "customers" or "constituents" as some other solutions do
  • At its heart, CRM defines three new entity types: contacts, contact methods, and relationships. Each of these can have fieldable bundles, and provides some default examples: Person, Household, and Organization for contacts; Address, Email, and Telephone for contact methods; and Head of household, Spouse, Employee, and Member for relationships
  • Out of the box CRM includes integrations with other popular modules like Group and Context, in addition to a variety of Drupal core systems like views and search
  • As previously mentioned CRM is intended to be the foundational data layer of the Member Platform, but is also a key element of the Open Knowledge distribution, meant to allow using Drupal as a collaborative knowledge base and learning platform