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

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
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
Open the Airtable nodes and update the base ID, table IDs, and field mappings to match your Airtable setup
Update the Mighty Networks community/group IDs in the invite node
Set the Slack channel ID to your onboarding notifications channel
(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