Automate CRM and Onboarding After Deal Closed | n8n Marketing Automation

Closing the deal is just the beginning. With n8n, you can automatically update your CRM, send a welcome email, and assign an account manager once a deal is marked “Won.”

🎯 Why Automate Post-Sale Steps?

• Deliver a seamless onboarding experience
• Reduce admin tasks for your sales team
• Ensure nothing is missed during hand-off

🧰 What You’ll Need

• CRM like HubSpot, Pipedrive, or Airtable
• Email tool (SendGrid, Gmail, etc.)
• n8n automation setup

🔁 Workflow Steps

1. Trigger when deal is marked as "Won"
2. Send a welcome/onboarding email
3. Assign to account manager
4. Log the deal in your onboarding tracker

📤 Workflow JSON

{
  "nodes": [
    {
      "name": "CRM Deal Won Trigger",
      "type": "n8n-nodes-base.webhook",
      "parameters": {
        "path": "deal-closed",
        "httpMethod": "POST"
      }
    },
    {
      "name": "Send Welcome Email",
      "type": "n8n-nodes-base.emailSend",
      "parameters": {
        "toEmail": "={{$json["client_email"]}}",
        "subject": "Welcome to Our Platform!",
        "text": "Your onboarding starts now. Here’s what’s next..."
      }
    },
    {
      "name": "Assign Account Manager",
      "type": "n8n-nodes-base.set",
      "parameters": {
        "values": [{ "name": "account_manager", "value": "Alex from Success Team" }]
      }
    },
    {
      "name": "Log to Sheet",
      "type": "n8n-nodes-base.googleSheets",
      "parameters": {
        "sheetId": "onboarding_sheet_id",
        "range": "Deals!A:D"
      }
    }
  ]
}

This workflow ensures your new clients feel taken care of — right from day one.