This workflow corresponds to n8n.io template #15092 — we link there as the canonical source.
This workflow follows the Airtable → HTTP Request recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"id": "0TdYPUPfUMyNtiEJ",
"name": "Automate New Student Onboarding from Close CRM to Mighty Networks, Airtable, Intercom, and Slack",
"tags": [],
"nodes": [
{
"id": "3ded6978-3e8f-4a62-a579-1506a336ab9e",
"name": "Close CRM Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
-4768,
2000
],
"parameters": {
"path": "close-crm-onboarding",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "3a806d96-9a2b-4cf8-867a-6d9b17599d23",
"name": "Alert: Airtable Error",
"type": "n8n-nodes-base.slack",
"onError": "continueRegularOutput",
"position": [
-1856,
2000
],
"parameters": {
"text": "=?s?? *Airtable Entry Failed*\n\n*Client:* {{ $('Parse & Merge Opportunity Data').item.json.lead_name }}\n*Email:* {{ $('Parse & Merge Opportunity Data').item.json.email }}\n*Lead ID:* {{ $('Parse & Merge Opportunity Data').item.json.lead_id }}\n\n*Student Table Error:* {{ $('Create Airtable Student Record').item.json.error || 'Success' }}\n*Client Table Error:* {{ $json.error || 'Success' }}\n\n?Y'? Manual entry required in Airtable",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "YOUR_CHANNEL_ID",
"cachedResultName": "your-onboarding-channel"
},
"otherOptions": {},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "37a79740-265c-4eeb-b21e-a3d552b6232c",
"name": "Check Intercom Success",
"type": "n8n-nodes-base.if",
"position": [
-960,
1808
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "intercom-has-id",
"operator": {
"type": "string",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json.id }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2
},
{
"id": "85b7510b-a73a-459b-b636-e2d65a97250e",
"name": "Alert: Intercom Failed",
"type": "n8n-nodes-base.slack",
"onError": "continueRegularOutput",
"position": [
-736,
1904
],
"parameters": {
"text": "=?s?? *Intercom Contact Creation Failed*\n\n*Client:* {{ $('Parse & Merge Opportunity Data').item.json.lead_name }}\n*Email:* {{ $('Parse & Merge Opportunity Data').item.json.email }}\n*Lead ID:* {{ $('Parse & Merge Opportunity Data').item.json.lead_id }}\n\n*Error:* {{ $json.error }}\n\n?Y'? Manual contact creation required in Intercom",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "YOUR_CHANNEL_ID",
"cachedResultName": "your-onboarding-channel"
},
"otherOptions": {},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2.1
},
{
"id": "36202913-4c86-4246-9380-7b61d6759720",
"name": "Filter: Trigger CW = Yes",
"type": "n8n-nodes-base.filter",
"position": [
-4544,
2000
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "pass-through",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.body.event.object_type }}",
"rightValue": "opportunity"
}
]
}
},
"typeVersion": 2
},
{
"id": "89317bf5-de52-4ceb-bd3e-faf177381b2f",
"name": "Filter: Check Won Status",
"type": "n8n-nodes-base.filter",
"position": [
-4320,
2000
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "status-check",
"operator": {
"type": "string",
"operation": "contains"
},
"leftValue": "={{ $json.body.event.data.status_label }}",
"rightValue": "Closed / Won"
}
]
}
},
"typeVersion": 2
},
{
"id": "07f42d28-b147-493c-bfda-695b3ee63b81",
"name": "Parse Lead Data from Webhook",
"type": "n8n-nodes-base.code",
"position": [
-3872,
2000
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Map Close CRM custom field IDs to human-readable names\nconst webhookData = $input.item.json;\nconst eventData = webhookData.event?.data || {};\n\n// Custom field mapping based on your Close CRM setup\nconst customFieldMap = {\n 'cf_1DUR1dOvsjDpeBrOF155IQFD9avFUzimI9lBH38ipIy': 'email',\n 'cf_fvkned1AX3Wz2z86IKVB6kvsrPcOQZQcLZTpUO1uazy': 'first_name',\n 'cf_iAcHsjQQKY669jgA9CkzxMNvVYOypQUar7ocs5r5aN6': 'phone',\n 'cf_q7u05V4mozRXmLIJiDyPDjw87yPNidfYgGp16IgrK0c': 'state',\n 'cf_OcYP2vXsG2tvbMDubwQNcidiqVegXa7CsyWkOR3f7KN': 'employment_type',\n 'cf_lRvshUBjrnRdWuMRRItNtGTytnmu8E1ErizrTShhtY7': 'role',\n 'cf_sQv4xMu3irxizkzgTIe6jwxF65Xq2JW51dLmJAqwbYV': 'annual_income',\n 'cf_ck1TW5yoI6Nicnqfcgby8G9qcuNSSY6Wr2sa838nsFn': 'amount',\n 'cf_XvdC8hcwyfkoOFn6ElNdGEWbd567Th65m4spLuugYm3': 'program_tier',\n 'cf_k5T6a2TO6kceMqsB4L1R4a1pHCVw33BqHEPazH9CAqs': 'onboarded',\n 'cf_lkaLtsh33Pb6OJVGnlQNU7Jhoj51uoIrjxt5SzcMYqM': 'one_call_close',\n 'cf_emPheamumc8kyPCA64PMc2w8tX4zYZIZeWG6a2qvbue': 'city',\n 'cf_JIKnS9tBN71nBdFhZX4GA6WfilchIMBjJ4Q2Wiog9PH': 'bonus_offer'\n};\n\n// Extract custom fields from event data\nconst extractedFields = {};\nObject.keys(eventData).forEach(key => {\n if (key.startsWith('custom.')) {\n const fieldId = key.replace('custom.', '');\n const friendlyName = customFieldMap[fieldId] || fieldId;\n extractedFields[friendlyName] = eventData[key];\n }\n});\n\nreturn {\n json: {\n // Lead identifiers\n lead_id: webhookData.event?.lead_id || eventData.id,\n lead_name: eventData.display_name || eventData.name || 'Unknown',\n \n // Extracted custom fields (mapped to friendly names)\n email: extractedFields.email || '',\n first_name: extractedFields.first_name || '',\n phone: extractedFields.phone || '',\n state: extractedFields.state || '',\n employment_type: extractedFields.employment_type || '',\n role: extractedFields.role || '',\n annual_income: extractedFields.annual_income || '',\n amount: extractedFields.amount || '',\n program_tier: extractedFields.program_tier || '',\n onboarded: extractedFields.onboarded || '',\n city: extractedFields.city || '',\n \n // Metadata\n status_label: eventData.status_label || '',\n status_id: eventData.status_id || '',\n created_by_name: eventData.created_by_name || '',\n date_created: eventData.date_created || '',\n date_updated: eventData.date_updated || '',\n \n // Keep raw data for debugging\n _raw_custom_fields: extractedFields,\n _event_action: webhookData.event?.action || '',\n _changed_fields: webhookData.event?.changed_fields || []\n }\n};"
},
"typeVersion": 2
},
{
"id": "08a7d240-56bf-4b13-aa16-289fe1118148",
"name": "Fetch Opportunity Data",
"type": "n8n-nodes-base.httpRequest",
"maxTries": 3,
"position": [
-3648,
2000
],
"parameters": {
"url": "=https://api.close.com/api/v1/opportunity/?lead_id={{ $('Filter: Trigger CW = Yes').item.json.body.event.lead_id }}",
"options": {
"timeout": 30000
},
"sendQuery": true,
"authentication": "predefinedCredentialType",
"queryParameters": {
"parameters": [
{
"name": "_fields",
"value": "_all"
}
]
},
"nodeCredentialType": "closeApi"
},
"credentials": {
"closeApi": {
"name": "<your credential>"
}
},
"retryOnFail": true,
"typeVersion": 4.2,
"waitBetweenTries": 1000
},
{
"id": "fc964442-a1ae-41c8-b940-c689523c4da0",
"name": "Parse & Merge Opportunity Data",
"type": "n8n-nodes-base.code",
"position": [
-3424,
2000
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Parse & Merge Opportunity Data - With Trigger CW check\nconst leadData = $('Parse Lead Data from Webhook').first().json || {};\nconst fetchResult = $('Fetch Opportunity Data').first().json || {};\n// Get the first opportunity from the data array\nconst oppData = (fetchResult.data && fetchResult.data.length > 0) ? fetchResult.data[0] : {};\n// Extract email from multiple sources\nlet email = '';\nif (oppData.lead_primary_email && oppData.lead_primary_email.email) {\n email = oppData.lead_primary_email.email;\n} else if (oppData.lead_contacts_summary && oppData.lead_contacts_summary.includes('@')) {\n const emailMatch = oppData.lead_contacts_summary.match(/[\\w.-]+@[\\w.-]+\\.\\w+/);\n if (emailMatch) email = emailMatch[0];\n}\n// Extract phone from array\nlet phone = '';\nif (oppData.lead_primary_phone && Array.isArray(oppData.lead_primary_phone) && oppData.lead_primary_phone[0]) {\n phone = oppData.lead_primary_phone[0].phone || oppData.lead_primary_phone[0].phone_formatted || '';\n}\n// Extract name\nconst leadName = oppData.lead_name || oppData.lead_display_name || leadData.lead_name || 'Unknown';\nlet firstName = leadName && leadName !== 'Unknown' ? leadName.split(' ')[0] : '';\n// City and State\nconst addressParts = (oppData.lead_primary_address_summary || '').split(',');\nconst city = addressParts[0] ? addressParts[0].trim() : '';\nconst state = addressParts[1] ? addressParts[1].trim() : '';\n// Get Trigger CW Onboarding value from lead custom fields\nlet triggerCwOnboarding = '';\nif (oppData.lead_custom && oppData.lead_custom['Trigger CW Onboarding']) {\n triggerCwOnboarding = oppData.lead_custom['Trigger CW Onboarding'];\n} else if (oppData['lead_custom.cf_k5T6a2TO6kceMqsB4L1R4a1pHCVw33BqHEPazH9CAqs']) {\n triggerCwOnboarding = oppData['lead_custom.cf_k5T6a2TO6kceMqsB4L1R4a1pHCVw33BqHEPazH9CAqs'];\n}\nreturn {\n json: {\n lead_id: oppData.lead_id || leadData.lead_id || '',\n lead_name: leadName,\n email: email,\n phone: phone,\n first_name: firstName,\n city: city,\n state: state,\n trigger_cw_onboarding: triggerCwOnboarding,\n employment_type: leadData.employment_type || '',\n role: leadData.role || '',\n annual_income: leadData.annual_income || '',\n opportunity_id: oppData.id || '',\n opportunity_status: oppData.status_label || '',\n opportunity_status_type: oppData.status_type || '',\n amount: oppData.value ? oppData.value / 100 : 0,\n amount_formatted: oppData.value_formatted || '',\n date_won: oppData.date_won || '',\n sales_rep: oppData.user_name || '',\n sales_rep_id: oppData.user_id || '',\n confidence: oppData.confidence || 0,\n note: oppData.note || '',\n created_by: oppData.created_by_name || '',\n updated_by: oppData.updated_by_name || '',\n processed_at: new Date().toISOString(),\n workflow_run_id: $execution.id,\n has_opportunity: (fetchResult.data && fetchResult.data.length > 0),\n _lead_data: leadData,\n _opportunity_data: oppData\n }\n};"
},
"typeVersion": 2
},
{
"id": "b0ee1afa-965b-4fb8-8210-a1b7d3d4b8b0",
"name": "Validate Email",
"type": "n8n-nodes-base.code",
"position": [
-2976,
1904
],
"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Get email from the parsed data\nconst email = $json.email || '';\nconst emailRegex = /^[a-zA-Z0-9._+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,}$/;\nconst trimmedEmail = email.trim().toLowerCase();\nconst isValid = emailRegex.test(trimmedEmail);\n\nreturn {\n json: {\n ...$json,\n email: trimmedEmail, // Normalized email\n email_valid: isValid,\n email_error: isValid ? null : `Invalid or missing email: \"${email || '(empty)'}\"`,\n _validation_timestamp: new Date().toISOString()\n }\n};"
},
"typeVersion": 2
},
{
"id": "38e5ec41-860c-4e9f-8a6a-c2cbf1e923a5",
"name": "Create Airtable Student Record",
"type": "n8n-nodes-base.airtable",
"onError": "continueRegularOutput",
"position": [
-2528,
1712
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appgqED05AlPLi0ar",
"cachedResultUrl": "https://airtable.com/appgqED05AlPLi0ar",
"cachedResultName": "YOUR_COMMUNITY_NAME (Copy 10-15-2024)"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblMLFYTeoqrtmgXQ",
"cachedResultUrl": "https://airtable.com/appgqED05AlPLi0ar/tblMLFYTeoqrtmgXQ",
"cachedResultName": "Student Onboarding"
},
"columns": {
"value": {
"city": "={{ $json._opportunity_data.lead_custom['*City (N)'] }}",
"Phone": "={{ $json.phone }}",
"Amount $": "={{ $json.amount_formatted }}",
"Client ID": "={{ $json.lead_id }}",
"Full Name": "={{ $json.lead_name }}",
"Sales Rep": "={{ $json.sales_rep }}",
"Best Email": "={{ $json.email }}",
"Last Updated": "={{ $now.toFormat('dd-MM-yyyy HH:mm') }}",
"MN Invite ID": "",
"Customer State": "={{ $json._opportunity_data.lead_custom['*Customer State (Please use Abbreviation) (N)'] }}",
"Street Address": "={{ $json._opportunity_data.lead_custom['*Street Address (N)'] }}",
"Zip for Scrape": "={{ $json._opportunity_data.lead_custom['*Zipcodes for Lead Scrape (N)'] }}",
"associatedVids": 0,
"Onboarding Notes": "={{ $json._opportunity_data.lead_last_call_note }}",
"MN Invite Granted": "Pending",
"Program Tier Purchased": "={{ $json._opportunity_data.lead_custom['*Program Tier Purchased (N)'] }}"
},
"schema": [
{
"id": "Full Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Full Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Create Date",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Create Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Program Tier Purchased",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Program Tier Purchased",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Client ID",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Client ID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Onboarding Notes",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Onboarding Notes",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Best Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Best Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Skool Granted",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Skool Granted",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Was Email sent",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Was Email sent",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Resend Skool Invite",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Resend Skool Invite",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Machine Add-On",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Machine Add-On",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Zip for Scrape",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Zip for Scrape",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Sales Rep",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Sales Rep",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Amount $",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Amount $",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Kickoff Scheduled",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Kickoff Scheduled",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Leads List Sent",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Leads List Sent",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Welcome Email Sent to: ",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Welcome Email Sent to: ",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Phone",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Phone",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Street Address",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Street Address",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "city",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "city",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Customer State",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Customer State",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last Updated",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Last Updated",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Intercom Synced At",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Intercom Synced At",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Intercome Failed?",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Intercome Failed?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "associatedVids",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "associatedVids",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "New associated vids.",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "New associated vids.",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {
"typecast": true
},
"operation": "create"
},
"credentials": {
"airtableTokenApi": {
"name": "<your credential>"
}
},
"typeVersion": 2
},
{
"id": "a2dab2fd-fe6b-4a8f-a2e9-aa56b117ff0f",
"name": "Create Airtable Client Record",
"type": "n8n-nodes-base.airtable",
"onError": "continueRegularOutput",
"position": [
-2304,
1712
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appgqED05AlPLi0ar",
"cachedResultUrl": "https://airtable.com/appgqED05AlPLi0ar",
"cachedResultName": "YOUR_COMMUNITY_NAME (Copy 10-15-2024)"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblwDucKYAsPDVBA2",
"cachedResultUrl": "https://airtable.com/appgqED05AlPLi0ar/tblwDucKYAsPDVBA2",
"cachedResultName": "Clients"
},
"columns": {
"value": {
"City": "={{ $('Switch').item.json._opportunity_data.lead_custom['*City (N)'] }}",
"Status": "Onboarding",
"Week16": 0,
"Week17": 0,
"Latitude": 0,
"Outreach": false,
"Zip Code": "={{ $('Switch').item.json._opportunity_data.lead_custom['*Zipcodes for Lead Scrape (N)'] }}",
"Full Name": "={{ $('Parse & Merge Opportunity Data').item.json.lead_name }}",
"Jade-Done": false,
"Longitude": 0,
"Recycled?": false,
"Sales Rep": "={{ $('Switch').item.json.sales_rep }}",
"+200 Leads": false,
"Onboarding": false,
"in_vendhub": false,
"Ambassador?": false,
"Weekly Push": 0,
"MN Invite ID": "",
"Phone Number": "={{ $('Parse & Merge Opportunity Data').item.json.phone }}",
"leads needed": false,
"match_status": false,
"needs_review": false,
"In Saleshandy": false,
"Leads Scraped": 0,
"Client Updated": false,
"Machine Add-On": "={{ $('Switch').item.json._opportunity_data.lead_custom['*Bonus Sign Up Offer (VendMarket Credits, Extra Month or 50 bonus leads) (N)'] }}",
"Personal Email": "={{ $('Parse & Merge Opportunity Data').item.json.email }}",
"Program Stages": "1. Onboarding",
"State/Province": "={{ $('Switch').item.json._opportunity_data.lead_custom['*Customer State (Please use Abbreviation) (N)'] }}",
"Zip for Scrape": "={{ $('Switch').item.json._opportunity_data.lead_custom['*Zipcodes for Lead Scrape (N)'] }}",
"Hubspot Deal ID": 0,
"Limited Leads #": 0,
"Negative Impact": 0,
"Sent Email File": false,
"Test Checkbox 1": false,
"Ambassador Score": 0,
"Kickoff Complete": false,
"Onboarding Notes": "={{ $('Switch').item.json._opportunity_data.lead_custom['*Bonus Sign Up Offer (VendMarket Credits, Extra Month or 50 bonus leads) (N)'] }}",
"Re-Scrape Needed": false,
"Street, Building": "={{ $('Switch').item.json._opportunity_data.lead_custom['*Street Address (N)'] }}",
"match_confidence": 0,
"MN Invite Granted": "Pending",
"Proximity to Lead": 0,
"Sent Email Folder": false,
"Total Net Revenue": 0,
"Hubspot Close Date": "={{ $('Switch').item.json.date_won }}",
"Invited to VendHUB": false,
"Kick-Off Scheduled": false,
"No Apartment Leads": false,
"invited_to_vendhub": false,
"Migration Completed": false,
"Community Engagement": 0,
"Joined Kickoff Call?": false,
"Send Weekly Check-in": false,
"Total Verified Leads": 0,
"Flagged for Migration": false,
"Total Monthly Revenue": 0,
"Vendhub Participation": 0,
"Membership Level (Text)": "={{ $('Switch').item.json._opportunity_data.lead_custom['*Program Tier Purchased (N)'] }}",
"No Leads after 3 months": false,
"Total Value (Pipedrive)": "={{ $('Switch').item.json.amount_formatted }}",
"Total Number of Machines": 0,
"Webinar Bonus (50 Leads)": false,
"Total Number of Locations": 0,
"Location 1 Monthly Revenue": 0,
"Location 2 Monthly Revenue": 0,
"Location 3 Monthly Revenue": 0,
"Location 4 Monthly Revenue": 0,
"Location 5 Monthly Revenue": 0,
"Send Leads to Personal Email": false,
"Location 1 Number of Machines": 0,
"Location 2 Number of Machines": 0,
"Location 3 Number of Machines": 0,
"Location 4 Number of Machines": 0,
"Location 5 Number of Machines": 0,
"How many machines have you placed?": 0,
"Net Monthly Revenue for each machine": 0
},
"schema": [
{
"id": "Full Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Full Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Membership Level",
"type": "options",
"display": true,
"options": [
{
"name": "Platinum",
"value": "Platinum"
},
{
"name": "Silver",
"value": "Silver"
},
{
"name": "OG students",
"value": "OG students"
},
{
"name": "Boardroom",
"value": "Boardroom"
},
{
"name": "Monthly",
"value": "Monthly"
},
{
"name": "Platinum 12m",
"value": "Platinum 12m"
},
{
"name": "Community Only + Leads",
"value": "Community Only + Leads"
},
{
"name": "NS Silver",
"value": "NS Silver"
},
{
"name": "New Silver (6m)",
"value": "New Silver (6m)"
},
{
"name": "New Silver Plus Leads (12m)",
"value": "New Silver Plus Leads (12m)"
},
{
"name": "New Platinum (6m)",
"value": "New Platinum (6m)"
},
{
"name": "New Platinum (12m)",
"value": "New Platinum (12m)"
},
{
"name": "Silver 12 Months",
"value": "Silver 12 Months"
},
{
"name": "Bronze (6m) ",
"value": "Bronze (6m) "
},
{
"name": "Gold (6m)",
"value": "Gold (6m)"
},
{
"name": "OR Silver (6m)",
"value": "OR Silver (6m)"
},
{
"name": "Churned",
"value": "Churned"
},
{
"name": "Staff",
"value": "Staff"
},
{
"name": "Bronze 12 Month",
"value": "Bronze 12 Month"
},
{
"name": "Gold 12 Month",
"value": "Gold 12 Month"
},
{
"name": "Bronze 13 Month",
"value": "Bronze 13 Month"
},
{
"name": "Bronze 14 Month",
"value": "Bronze 14 Month"
},
{
"name": "Bronze 21 Months",
"value": "Bronze 21 Months"
},
{
"name": "Silver 13 Month",
"value": "Silver 13 Month"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Membership Level",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Program Start Date",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Program Start Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Program End Date",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Program End Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Record ID",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Record ID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "in_vendhub",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "in_vendhub",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "vendhub_email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "vendhub_email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "supabse_user_id",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "supabse_user_id",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "invited_to_vendhub",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "invited_to_vendhub",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Client ID*",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Client ID*",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Business Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Business Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Personal Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Personal Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Phone Number",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Phone Number",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Status",
"type": "options",
"display": true,
"options": [
{
"name": "Sinking",
"value": "Sinking"
},
{
"name": "Warm Leads Sent",
"value": "Warm Leads Sent"
},
{
"name": "Needs More Guidance",
"value": "Needs More Guidance"
},
{
"name": "Doing Fine",
"value": "Doing Fine"
},
{
"name": "Onboarding",
"value": "Onboarding"
},
{
"name": "No support ",
"value": "No support "
},
{
"name": "No longer responding",
"value": "No longer responding"
},
{
"name": "Support on hold",
"value": "Support on hold"
},
{
"name": "No more support",
"value": "No more support"
},
{
"name": "Expired <2 machines, support",
"value": "Expired <2 machines, support"
},
{
"name": "0-1 Complete!",
"value": "0-1 Complete!"
},
{
"name": "Full Refund, Removed",
"value": "Full Refund, Removed"
},
{
"name": "Downgraded to Silver",
"value": "Downgraded to Silver"
},
{
"name": "Full Refund, Stay in Community",
"value": "Full Refund, Stay in Community"
},
{
"name": "Downgraded to Bronze",
"value": "Downgraded to Bronze"
},
{
"name": "Downgraded to Gold",
"value": "Downgraded to Gold"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Status",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Program Stages",
"type": "options",
"display": true,
"options": [
{
"name": "1. Onboarding",
"value": "1. Onboarding"
},
{
"name": "2. Email Campaign Week 1",
"value": "2. Email Campaign Week 1"
},
{
"name": "3. Marketing Materials Week 2",
"value": "3. Marketing Materials Week 2"
},
{
"name": "4. Boots On The Ground Week 3",
"value": "4. Boots On The Ground Week 3"
},
{
"name": "5. Contract Signed Weeks 4-10",
"value": "5. Contract Signed Weeks 4-10"
},
{
"name": "6. Machine Purchased Weeks 10-12",
"value": "6. Machine Purchased Weeks 10-12"
},
{
"name": "7. Machine Placed Weeks 12-16",
"value": "7. Machine Placed Weeks 12-16"
},
{
"name": "8. Scaling",
"value": "8. Scaling"
},
{
"name": "Unknown due to no communication",
"value": "Unknown due to no communication"
},
{
"name": "Churned",
"value": "Churned"
},
{
"name": "Paused",
"value": "Paused"
},
{
"name": "tim ",
"value": "tim "
},
{
"name": "Rachel Taggart",
"value": "Rachel Taggart"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Program Stages",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Machines Placed",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Machines Placed",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "City",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "City",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "State/Province",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "State/Province",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Zip Code",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Zip Code",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Street, Building",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Street, Building",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Client Information",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Client Information",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Payment Plan",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Payment Plan",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Skool Join Date",
"type": "dateTime",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Skool Join Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Tasks",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Tasks",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Meeting Availability",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Meeting Availability",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Select",
"type": "options",
"display": true,
"options": [
{
"name": "Yes PIF",
"value": "Yes PIF"
},
{
"name": "No",
"value": "No"
},
{
"name": "Yes, but not in full",
"value": "Yes, but not in full"
},
{
"name": "$5000",
"value": "$5000"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Select",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "How many machines have you placed?",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "How many machines have you placed?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Machine One: What model is it?",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Machine One: What model is it?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Net Monthly Revenue for each machine",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Net Monthly Revenue for each machine",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Top 5 best-selling items for each machine",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Top 5 best-selling items for each machine",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "How long has each machine been placed?",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "How long has each machine been placed?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "What model/s?",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "What model/s?",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Monthly New Revenue",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Monthly New Revenue",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "New Sequence",
"type": "options",
"display": true,
"options": [
{
"name": "Yes",
"value": "Yes"
},
{
"name": "No",
"value": "No"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "New Sequence",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Radius",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Radius",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Expiration Date",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Expiration Date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Membership Validity Status",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Membership Validity Status",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Weekly Wins",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Weekly Wins",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "On Vendstack",
"type": "options",
"display": true,
"options": [
{
"name": "No",
"value": "No"
},
{
"name": "Yes",
"value": "Yes"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "On Vendstack",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Priority Clients",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Priority Clients",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "On Skool",
"type": "options",
"display": true,
"options": [
{
"name": "No",
"value": "No"
},
{
"name": "Yes",
"value": "Yes"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "On Skool",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Check in",
"type": "options",
"display": true,
"options": [
{
"name": "Yes",
"value": "Yes"
},
{
"name": "No",
"value": "No"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Check in",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Total Net Revenue",
"type": "number",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Total Net Revenue",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Support Status",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Support Status",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Compliments/Complaints",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Compliments/Complaints",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Current Phase",
"type": "options",
"display": true,
"options": [
{
"name": "Kick Off ",
"value": "Kick Off "
},
{
"name": "Prospecting",
"value": "Prospecting"
},
{
"name": "Machine Ordered",
"value": "Machine Ordered"
},
{
"name": "Vendhub Member",
"value": "Vendhub Member"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Current Phase",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Warm Leads",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Warm Leads",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Outreach",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Outreach",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Has Machine",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Has Machine",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "CSM Day-to-Day",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "CSM Day-to-Day",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "In ReadyMode",
"type": "dateTime",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "In ReadyMode",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Dial Priority",
"type": "options",
"display": true,
"options": [
{
"name": "TOP Priority - This Week! ",
"value": "TOP Priority - This Week! "
},
{
"name": "High Priority",
"value": "High Priority"
},
{
"name": "Normal Priority ",
"value": "Normal Priority "
},
{
"name": "Low Priority",
"value": "Low Priority"
}
],
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Dial Priority",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Sent Email File",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Sent Email File",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Leads Open",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Leads Open",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Lead Date (from Leads Open)",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Lead Date (from Leads Open)",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Cold Call Notes (from Leads Open)",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Cold Call Notes (from Leads Open)",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Status (from Leads Open)",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Status (from Leads Open)",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Lead Name (from Leads Open)",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Lead Name (from Leads Open)",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Company Name (from Leads Open)",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Company Name (from Leads Open)",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "National Contracts",
"type": "array",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "National Contracts",
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
airtableTokenApicloseApihttpHeaderAuthintercomApislackOAuth2Api
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About this workflow
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.
Source: https://n8n.io/workflows/15092/ — original creator credit. Request a take-down →
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This workflow automates the prioritization and escalation of customer support tickets. It acts as an intelligent triage system that identifies high-value customers and potential churn risks in HubSpot
Analyze_Crowdstrike_Detections__search_for_IOCs_in_VirusTotal__create_a_ticket_in_Jira_and_post_a_message_in_Slack. Uses scheduleTrigger, itemLists, httpRequest, splitInBatches. Scheduled trigger; 18
This n8n workflow automates the handling of security detections from CrowdStrike, streamlining incident response and notification processes. The workflow is triggered daily at midnight by the Schedule
How it works This AI Customer Success Risk Prediction workflow revolutionizes customer retention by predicting churn risk 30-90 days before it happens. Here's the high-level flow: Daily Data Collectio