Feathery is a nifty tool that uses AI to help you build high-quality forms in minutes. With it, you can collaborate on forms, build approval flows for product teams, and easily connect signatures from clients.
While it’s an accessible, user-friendly way to get info from leads (and customers!), you don’t want their responses to get caught in a bottleneck.
Automation can help bridge that gap. With Zapier, you can connect Feathery to your business-critical apps and get that information where it needs to go—automatically. Here are the best ways to automate Feathery, from subscribing leads to your newsletter to sending them straight to your CRM.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Send lead information to your ads tools
Do you use forms to capture leads? Whether you embed them on your website or in your email, forms are a great way to capture prospects from any stage of the sales funnel.
But when they do fill out a form, you want to add them to your ad campaigns (think Facebook or Google Ads) straight away—while they’re still warm. Plus, if a lead fails to convert, adding them to a retargeting campaign can get them back on board.
But doing so manually isn’t exactly conducive to efficiency. Instead, you can use these Zaps to send lead data straight to specific audiences in your favorite ad tools.
Subscribe contacts to your newsletter
Ad campaigns aren’t your only means of nurturing leads. Sending your target audience regular newsletters helps you increase your customer base by reaching a wide group of people, including the folks who haven’t converted yet.
Adding automation into the mix can be a real game changer here. These Zaps pull the lead information from your forms—and auto-populates it into your email newsletter tools in real time. That way, you can start nurturing (or recapturing interest!) right away.
Add incoming leads to your CRM
Oftentimes, a CRM is your business’s single source of truth when it comes to prospects. And not just for logging your lead’s contact information but also for each engagement your sales team has with leads—including the reason your prospects have for reaching out to you via a form.
With these workflows, Zapier will send that form context straight to your CRM directly from Feathery (including any Notes fields they’ve filled out). This ensures your sales team has all the most up-to-date context around a specific deal or lead and can take the appropriate action from there.
Create tickets from support forms
Customer support teams have a lot on their plate. That’s why most businesses ask customers to first fill out forms if they’re experiencing an issue with their product or service.
That way, they can review the issue, carry out any initial troubleshooting, or route the problem to the right product team before they reach back out.
This is where automation can once again save the day (or at least keep your customer happy). These Zaps will automatically create tickets in your customer support tools (think Jira or Zendesk) based on the information your customers submit.
You could even add an AI step to add extra context to each ticket in the form of acceptance criteria. You could add extra requirements, clear instructions, and anything else you think your support teams should know.
Track and log form submissions
Need a way to track each and every form submission you receive from clients? Whether you want to keep a running log for other teams to access or a private record of all your form submissions, these workflows have got you covered.
You can automatically send new forms straight to a spreadsheet or your Google Drive, without having to resort to manually copying and pasting.
Take your forms to the next level with Feathery and Zapier
No matter how you use Feathery to build forms—from capturing leads to solving product issues—these processes have many moving parts.
But with a few automatic workflows, you can easily streamline your workflows from start to finish. Whether you need to automatically log forms in a single database or subscribe new leads to your newsletter, Zapier can make it a breeze.
And this is just the start of what you can do with Feathery and Zapier. What will you automate first?
