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

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