#LUCIDCHART TEAM HOW TO#

Lucidchart is utilized in over 180 countries by more than 15 million users, including business leaders looking to improve process flows, technical professionals mapping out network infrastructures, and people managers needing to create org charts.

With this intuitive, cloud-based solution, everyone can work visually and collaborate in real-time while building flowcharts, mockups, UML diagrams, and more. Lucidchart is a visual workspace that combines diagramming, data visualization, and collaboration to accelerate understanding and drive innovation.

Account consolidation and secure domain lockdown.

In-editor group chat and commenting with Version control and revision history.

Monitor processes, systems, and goals through data linking and conditional formatting.

Interactive mockups with hotspots and current and future states.

Autoprompt for quickly adding and connecting objects.

Links and layers for interactive diagrams.

Imports Visio, OmniGraffle, Gliffy, and draw.io files.

Integrates with G Suite, Google Drive, Microsoft Office, Microsoft Teams, Salesforce, Confluence, Jira, and more.

You can also access your Lucidchart documents from a personal tab. 'We can also replay Zaps, so if we ever reach our Salesforce API limit, we can go through and easily sync the leads we may have missed.Lucidchart empowers you and your team to collaborate on flowcharts, ERDs, BPMN, wireframes, mockups, network diagrams, org charts, and other visuals in real time.ДЄdd a Lucidchart document as a tab in your team channel-with the embedded editor, anyone in the channel can edit or comment on your document without ever leaving Microsoft Teams. 'What I love about this Zap in particular is that it's so flexible: We can add and remove information from the sync whenever we want without having to go through a sales op person,' Micaela says. Lucidchart uses webhooks to pull new lead data from Marketo: Name, email, phone number, etc.-all the data a sales team would need to follow-up-and creates a new lead in Salesforce, ready for the sales team to take over.

#LUCIDCHART TEAM HOW TO#

Webhooks carry information from one source to another and are extremely powerful once you know how to use them. Micaela Wright, Associate Digital Marketing Manager, Lucidchart 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. 'Zapier allows us to send leads from Marketo to Salesforce via webhooks with extreme reliability and ease,' Micaela explains. But due to Lucidchart's specific business case, the out-of-the-box syncs provided by Marketo didn't provide the connections they needed. Part of Lucidchart's lead generation comes from their email service provider of choice, Marketo. When these two departments align, leads become conversions and trials become sign-ups. Which team claims responsibility for increased sign-ups, revenue, conversions? Hard to say (it's marketing) but in truth, it's the combined efforts of both departments that creates an environment for a company to succeed. Automatically Pull Data and Create Leads in Salesforce

Essential to Micaela's work on the marketing team are two specific Zaps: One syncs leads with the sales ops team and the other simplifies email QA. With a Zapier team account, Micaela and Lucidchart built multiple Zaps and shared them across departments. Using their new secret weapon, Lucidchart's quality assurance (QA) checks decreased by 30% and they optimized the flow of information between the marketing and sales teams. Shared Folders, a Zapier for Teams feature, gives multiple users access to a team's Zaps-a bridge between two or more apps. To help them in that mission, they use Shared Folders in app automation tool Zapier. Taking that principle to heart, Lucidchart worked to maintain cross-team communication and keep different departments collaborating. With group chat and comments, viewable revision history, and more, Lucidchart knows teams that collaborate have a better chance of succeeding. From flowcharts to network diagrams to ERDs ( entity relationship diagrams), Lucidchart makes it easy for their clients to collaborate with each other. For Lucidchart, collaboration is more than just a way to work together-it's built into their product.

Lucidchart team