How to Send Contact Form 7 Submissions to FreshBooks

FreshBooks is an accounting platform for managing finances. Contact Form 7 is the most popular form plugin on WordPress, and FreshBooks is where that data needs to land. Here is how to connect the two without writing code.

Why not just use Zapier?

For connecting Contact Form 7 to accounting, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Contact Form 7 installed and at least one form.
• A FreshBooks account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect FreshBooks to AFI

FreshBooks uses OAuth 2.0 for authentication. In AFI → Settings → FreshBooks, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it CF7 to FreshBooks.

2. Pick your trigger

Select Contact Form 7 and choose your form. Fields are detected automatically.

3. Select FreshBooks as the destination

Choose FreshBooks and pick Create Client. This creates a client in FreshBooks.

4. Map fields

Match each FreshBooks field to the corresponding Contact Form 7 field. Smart tags like {{_submission_date}} are available.

5. Add conditions if needed

Send only specific submissions based on conditional rules.

6. Save and test

Click Save Integration. Submit a test form and verify in FreshBooks. Check AFI → Log if needed.

Free vs Pro

Free maps name, email, and phone with unlimited submissions. Pro adds custom field mapping. No per-submission fees.

Frequently asked questions

Do I need coding skills?

No. Everything is visual.

Will this slow down my form?

No. Data is sent asynchronously after submission.

Can I connect multiple forms?

Yes. Create as many integrations as you need.

Get started

Install Advanced Form Integration free from WordPress.org and connect Contact Form 7 to FreshBooks in minutes.