Lucidchart Integration with Salesforce

Make the most of your Salesforce data to close bigger deals faster.

Integration at a glance

  • Visualize your Salesforce data to understand relationships between key prospects, identify gaps in the buying team, and see the best path to win. 
  • Align your revenue team and sell strategically by sharing critical account details and deal progression across your org. 
  • Enable sales leadership to quickly assess the health of a deal with account maps and account plans customized to your sales methodology.
  • Eliminate data silos by centralizing all account information in a single location that is always up to date.  
     

Integrate Salesforce with the Lucidchart Sales Solution

To take advantage of the Salesforce integration, your sales org will need Lucidchart Sales Solution licenses.

Ready to implement the Salesforce integration for your revenue team?

Need to learn how to set up the integration?Follow our tutorial

Features that help you sell:

  • Import account, opportunity, contact, activity, and task data from Salesforce into Lucidchart.
  • Use imported data to quickly build account maps that visualize key stakeholders and relationships between them.
  • Maintain a single source of truth with up-to-date account information using Lucidchart’s bi-directional sync with Salesforce.
  • Take advantage of one-click access to Lucidchart documentation directly from an account page in Salesforce.
  • Standardize your team’s account plans with Smart Fields and Smart Tables that automatically populate the most important account and opportunity details into your account plans. 
     

About the Lucidchart Sales Solution

  • Increase sales efficiency and pipeline confidence by gaining insight and predictability into what deals are going to close when. 
  • Align your revenue team by collaborating in real time and creating a single source of truth for all essential account information.
  • Make sense of your Salesforce data to easily identify the right decision-makers and better understand the buying team. 
  • Increase visibility into accounts to keep leaders informed and improve coordination between teams to close deals and onboard accounts faster.