👥 Automate new student onboarding from Close CRM to Airtable, Mighty Networks, Intercom and Slack

⚡ 35 views · 👥 HR & Recruitment

Description

Who is this for?

This workflow is built for education businesses, course creators, coaching programs, and online academies that use Close CRM for sales and need to automate everything that happens after a deal closes.

If your team is manually creating Airtable records, sending community invites, setting up support contacts, and pinging Slack every time a new student enrolls this template handles all of it automatically.

What problem does this solve?

• Post-sale onboarding involves 5+ manual steps across different platforms, and things get missed
• New students wait hours (or days) for their community invite and welcome emails
• No single source of truth student data lives in CRM, Airtable, community platform, and support tool separately
• When one step fails (e.g., Airtable is down), the entire onboarding stalls with no visibility

What this workflow does

When a deal is marked “Closed/Won” in Close CRM, this workflow automatically:

• Validates the data filters for won opportunities only, validates the student’s email before proceeding
• Fetches full CRM context pulls lead details from Close CRM’s API and maps custom field IDs to human-readable names
• Routes by program tier uses a Switch node to direct students into different onboarding paths based on what they purchased
• Creates Airtable records adds entries to both a Student Onboarding tracker and a Clients table with full contact details, program info, and sales rep
• Invites to Mighty Networks sends a community invitation to the student’s email automatically
• Creates Intercom contact sets up a support profile so your CS team is ready on day one
• Notifies your team on Slack sends a success message, or step-specific error alerts if any integration fails

Each integration step has independent error handling if Airtable goes down, the community invite and Intercom sync still run, and your team gets a specific Slack alert about the Airtable failure.

Setup

Credentials needed

• Close CRM API credentials
• Airtable API credentials
• Mighty Networks API credentials
• Intercom OAuth credentials
• Slack OAuth credentials
• Kit (ConvertKit) API credentials (optional, for email drip sequence)

Configuration

1. In Close CRM → Settings → Webhooks, create a webhook that fires on opportunity status changes. Point it to the n8n webhook URL shown in the Close CRM Webhook node
2. Open the Airtable nodes and update the base ID, table IDs, and field mappings to match your Airtable setup
3. Update the Mighty Networks community/group IDs in the invite node
4. Set the Slack channel ID to your onboarding notifications channel
5. (Optional) Set your Kit sequence ID if using the email drip add-on

Test it

Create a test opportunity in Close CRM, set it to “Closed/Won,” and verify that records appear in Airtable, the community invite is sent, an Intercom contact is created, and Slack receives the notification.

How to customize this workflow

• Different CRM? Replace the Close CRM webhook and API nodes with your CRM’s webhook trigger and API calls (HubSpot, Salesforce, Pipedrive, etc.)
• Different community platform? Swap the Mighty Networks invite node for Circle, Skool, Discord, or any platform with an API
• Add more onboarding steps? Insert nodes after the Switch for things like Google Workspace account creation, LMS enrollment, or calendar booking
• Multiple program tiers? Extend the Switch node with additional routes each tier can have its own Airtable table, community group, and email sequence
• Remove integrations you don’t use? Each branch is independent simply delete or disable the Intercom, Mighty Networks, or Kit nodes without breaking the rest

🔗 Nodes Used

Airtable, HTTP Request, Slack, Webhook, Filter

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup