Automation and Collaboration: How Lucidchart Reduced QA Checks by 30%

• Sensors - Flow Meters
• Sensors - Liquid Detection Sensors

• Cement

• Quality Assurance
• Sales & Marketing

• Leasing Finance Automation
• Material Handling Automation

Lucidchart, a company that provides flowchart making and online diagram software, faced challenges in maintaining effective collaboration and communication across its rapidly growing teams. As the company grew by 49% within a year, it became increasingly difficult to keep track of tasks and projects, leading to a decrease in productivity. The company's unique business case also presented a challenge in lead generation. Lucidchart used Marketo for lead generation, but the out-of-the-box syncs provided by Marketo did not meet their specific needs. They needed a solution that would allow them to send leads from Marketo to Salesforce with reliability and ease. Additionally, Lucidchart wanted to create a robust QA dashboard for tracking email campaign metrics and flow volume, but the process was time-consuming and required frequent checks.

Lucidchart is a software company that provides online diagramming tools and solutions. Their product range includes flowcharts, network diagrams, and ERDs (entity relationship diagrams), all designed to facilitate collaboration among their clients. The company places a strong emphasis on teamwork and collaboration, both in their product offerings and their internal operations. Over the course of a year, Lucidchart experienced rapid growth, with their team expanding by 49%. Despite this rapid expansion, the company has managed to maintain effective cross-team communication and collaboration, largely due to their use of automation tools like Zapier.

Lucidchart turned to Zapier, an app automation tool, to streamline their processes and improve cross-team collaboration. They used Shared Folders, a feature of Zapier for Teams, which allowed multiple users to access a team's Zaps, creating a bridge between two or more apps. This tool helped decrease Lucidchart's quality assurance (QA) checks by 30% and optimized the flow of information between the marketing and sales teams. Lucidchart built multiple Zaps and shared them across departments. One Zap was used to sync leads with the sales ops team, pulling new lead data from Marketo and creating a new lead in Salesforce. Another Zap was used to create customer support tickets in Zendesk using webhooks. Lucidchart also used Zapier to notify the team of errors in Slack and to build a QA database with Parserr and Google Sheets, reducing the amount of QA checks required.

• The use of Zapier's automation tools has significantly improved Lucidchart's operational efficiency and cross-team collaboration. The ability to share Zaps across departments has fostered a more collaborative environment, ensuring that all teams are aligned and working towards the same goals. The use of webhooks to pull new lead data from Marketo and create new leads in Salesforce has streamlined the lead generation process, making it more reliable and efficient. The creation of a robust QA dashboard has also reduced the time and effort required for QA checks, allowing the team to quickly identify and address issues. Overall, the use of automation has played a crucial role in helping Lucidchart manage its rapid growth and maintain productivity.

• Lucidchart's team grew by 49% within a year.

• Quality assurance (QA) checks decreased by 30% with the use of Zapier.

• Zapier allowed for the creation of multiple Zaps, streamlining the flow of information between teams.