FormSpring

No more manual entry.  No more copy and paste.
Integrating FormSpring with your FreshBooks account makes it possible to create FreshBooks clients and invoices directly from your website. Create a new form, or take your existing forms into FormSpring, which can be mapped to your FreshBooks account. Draft estimates and invoices await your approval, and can be sent in a couple of clicks.

How it works
The process is simple. Build your form in FormSpring and map the form fields, such as name, organization and email address, to a new FreshBooks client. You have the option to just create a client, or to generate an invoice or estimate upon creating your new client. With the form embedded into your website, visitors can fill in the form and the integration will take care of all the work in FreshBooks. After that, go into your FreshBooks account to review and make changes to the new invoices as you please, before sending them out. It’s a perfect fit for generating leads, and taking in orders through your website.

FormSpring - summed up
FormSpring helps businesses collect data from customers and potential leads through their website. With FormSpring, you can easily build and embed forms that fit seamlessly. Choose from a long list of templates, or drop in fields to build your own custom form. The layout of your form can also be changed to match the look and feel of your website. It then stores your collected data in an online database, which can be easily shared. You can use FormSpring to collect all sorts of information, such as contact information for leads, and information for fulfilling orders.

What other FreshBooks add-ons does it connect to?
FormSpring also integrates with MailChimp, TypePad and Salesforce.

Getting Started

Click on the Get Started link above to sign-up for a FormSpring account. The FreshBooks integration is only available for paid accounts. In order to get started, you'll need to build your form in FormSpring first.

You can connect your form to your FreshBooks account by taking the following steps:

1. Login to your FormSpring account.
2. In the Forms screen, select the form you wish to view.
3. Click on the Settings tab towards the top of your form.
4. Click on the 3rd Party Integration section and then select Add beside FreshBooks.
5. Enter your FreshBooks subdomain and Authentication Tokens and click on the Save Settings button.

You should now see the fields which can be mapped to your FreshBooks account.

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