How customized automation streamlines Lucidchart's reporting and lead management
Cut down on quality assurance time
Lucidchart uses Zapier to collect data from multiple sources to create central quality assurance dashboards. Now data is exactly where they need it, without the extra copy and pasting across tools.
Growth without the growing pains
In one year, Lucidchart almost doubled in size (48%). Zapier helped them grow—without the growing pains.
Improved communication across tools and teams
Automation plays an increasingly important role in Lucidchart's efficiency. Employees automate routine tasks (helping them get more done) and easily gather info across apps.
About Lucidchart
- Company size: 400+
- Industry: Lucidchart is diagramming software helping teams visualize data and collaborate on projects.
- Location: South Jordan, Utah
Customized workflows save time and increase data reliability
Challenge
Lucidchart's customer management apps don't have automation features—which caused them to spend hours copying data from one tool to another. Plus, teams missed critical information when building reports across different tools and teams.
Solution
Lucidchart used Webhooks by Zapier to send information between their favorite apps. They built Zaps that automatically added leads to their CRM, created tickets in their support tracking tool, and populated data in Google Sheets.
Results
Automation improves Lucidchart's data reliability—so the right data goes to the right place, and helps them better manage leads. For example: Sending support tickets to the right tool means Lucidchart can send quick, personalized responses to convert leads.
"Frankly, Zapier is so easy to use, I encourage all of our new hires to explore it to see how they can save time—and everyone is happier when they save time."
Micaela Wright
Associate Digital Marketing Manager at Lucidchart
