Free Visual Resources

CRM and Automation Diagrams You Can Use With Attribution

Free visual resources for articles, planning docs, internal decks, and CRM conversations. If you use one, please credit Emergent Logic with a link.

Website lead to CRM routing flow diagram by Emergent Logic
Website Lead to CRM Flow

Shows how a website inquiry should move from form submission into source tracking, owner assignment, follow-up, and reporting.

Suggested attribution

Source: Website Lead to CRM Flow by Emergent Logic - https://www.emergent-logic.ca/blog/website-leads-to-crm
CRM cleanup checklist diagram by Emergent Logic
CRM Cleanup Checklist

A practical visual checklist for cleaning duplicates, lifecycle stages, ownership, required fields, workflows, and reporting.

Suggested attribution

Source: CRM Cleanup Checklist by Emergent Logic - https://www.emergent-logic.ca/services/crm-cleanup
Salesforce cleanup before automation diagram by Emergent Logic
Salesforce Cleanup Before Automation

Explains why Salesforce cleanup should happen before adding new Flows, integrations, reports, or AI-assisted workflows.

Suggested attribution

Source: Salesforce Cleanup Before Automation by Emergent Logic - https://www.emergent-logic.ca/blog/salesforce-cleanup-before-automation

Need help turning these ideas into a working CRM flow?

Emergent Logic helps small and mid-sized businesses connect forms, CRMs, workflows, reporting, and follow-up systems so leads do not disappear after the first inquiry.