How customized automation streamlines Lucidchart's reporting and lead management
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 Zapierto 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.
"Instead of spending hours and hours engineering a Salesforce sync to pull reports manually, we're able to automate this and spend more time on highly strategic initiatives."
Micaela Wright, Associate Digital Marketing Manager at Lucidchart“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.”
Associate Digital Marketing Manager at Lucidchart