Build Forms and Surveys That Stay Native to Salesforce

BreezyBit lets Salesforce admins publish forms, surveys, file uploads, and payments without external platforms or custom code. Data lands directly on standard or custom objects, honors your permission model, and keeps validation close to the source. The result is clean, trusted data with lower maintenance overhead, faster changes, and security you can explain to IT.

TESTIMONIALS

Hear how Salesforce admins and practitioners use BreezyBit to keep forms native and data clean in their orgs. These are direct experiences from teams running the product in real orgs.

Collecting data is hard. Native, admin-owned workflows make it manageable in Salesforce.

External form tools add sync gaps, separate admin consoles, and security reviews that slow teams down. BreezyBit keeps collection native to Salesforce, so data integrity, permissions, and automation stay aligned. Admins can build, adjust, and govern forms without engineering handoffs.

100% Native to Salesforce

  • Forms run on Salesforce objects and metadata
  • Field validation respects data types and rules
  • Submissions trigger standard automation in-org

No External Platforms

  • No separate systems to secure or audit
  • No duplicate data stores or exports
  • One admin surface for changes and support

No Connectors or Custom Code

  • No APIs or middleware to maintain
  • No brittle integrations or mapping layers
  • Configuration stays declarative and upgrade-safe

Built for Salesforce Admins

  • Setup follows familiar Salesforce patterns
  • Easy to change as fields and processes evolve
  • Admin ownership reduces backlog and handoffs

Secure by Default

  • Works with profiles, roles, and sharing
  • Keeps data in Salesforce with auditability
  • Supports compliance-sensitive collection

Scales with Your Org

BreezyBit form builder interface

Data integrity starts at the form, not after the import.

BreezyBit lets admins control how data enters Salesforce, keeping records clean from the first submission. Map fields directly to standard or custom objects, enforce data types and required fields, and apply conditional logic before a record is created or updated. You can keep lead sources, program attribution, and consent fields consistent across teams without manual cleanup.

Because submissions land inside Salesforce, admins can reuse validation rules, duplicate management, and approval flows without extra integration steps. When a form changes, updates apply immediately—no syncing or remapping—so data stays consistent across environments and teams. You retain a clear chain of custody for every submission, tied directly to the record and user context.

  • Field-level validation aligned to Salesforce data types and rules
  • Conditional logic that reduces noise and incomplete submissions
  • Direct create/update to the right object without staging tables
  • Consistent picklists and lookup behavior to preserve data model integrity
Salesforce form builder interface

Replace Web-to-Lead and external tools without breaking your Salesforce workflow.

When lead capture and intake live outside Salesforce, admins spend time reconciling fields, access, and automation. BreezyBit keeps the flow native, so submissions map cleanly to the right objects and trigger the same assignment and follow-up your org already uses. That means fewer manual fixes and faster handoffs to Sales or Service.

You get one place to manage form logic, permissions, and updates, without rebuilding integrations or juggling multiple platforms. Admins can adjust required fields, routing rules, and user experience as requirements shift, while keeping lead source and attribution consistent across teams. Everything stays in Salesforce, so troubleshooting is fast and predictable.

  • Native lead capture mapped to standard or custom objects
  • Immediate routing and automation on submit
  • Reduced spam and incomplete submissions through built-in rules
  • Admin-owned changes without external tooling
Secure Salesforce data collection at scale

Scale secure data collection without adding maintenance overhead.

As your org grows, form workflows multiply across teams and programs. BreezyBit keeps collection native, so admins can scale without building a growing set of integrations or custom code to maintain. You can reuse form components, standardize field behavior, and keep permission logic consistent as new use cases appear.

Security and governance remain aligned with Salesforce itself. Admins manage access using profiles, roles, and sharing, and can update forms without introducing new risk paths. Because everything lives in Salesforce, auditing, troubleshooting, and change management stay predictable, even as volumes and teams expand.

  • Admin-owned configuration with reusable templates
  • Consistent permissions aligned to Salesforce sharing
  • Fewer integration touchpoints to monitor or secure
  • Faster updates as objects, fields, and processes change

Pricing

Plans are simple and admin-friendly: every plan includes the full feature set, and you choose based on the number of users you need. This keeps budgeting predictable while letting teams scale usage without re-evaluating capabilities.

Essentials

$349 /mo

Everything you need for a small business.

  • 3 Users
  • All BreezyBit features
Try it Free

Enterprise

$599 /mo

Everything you need for a large enterprise.

  • 5+ Users
  • All BreezyBit features
Try it Free

Nonprofits receive a 40% discount and a no-price-change guarantee.

Start fast

Ready to see it in your org?

Start with a quick trial or a short walkthrough to see how forms map to your objects and automation. Choose the path that fits your evaluation process.

Get a working form flow today and scale to every use case.