Toast is a cloud-based restaurant point-of-sale and online ordering system designed for food outlets such as eateries, cafes, and food trucks. This allows you to sync customer information, track purchase history, and leverage data to make personalized marketing campaigns.
With this integration, you can:
Boost reviews – Automatically send review requests after each customer interaction to collect feedback effortlessly.
Stay connected – Engage with customers via messaging, web chat, or mass texting-all from one place.
Simplify operations – Manage payments and referrals easily, saving time and effort.
Gain insights – Use survey data, benchmarking, and Google Seller Ratings to drive smarter decisions.
Stay visible – Keep your menu and business info fresh and accurate, so hungry customers always find you first.
Supported Triggers for Toast Integration:
Toast Order Paid - Activate this trigger to automatically initiate automation in Birdeye when an order in Toast reaches a payment status configured in Birdeye (Open, Closed, or Paid). This trigger will only fetch contact details of customers with takeout and delivery orders.
Listing Sync - Activate this trigger to automatically sync business and menu details created or updated in Toast to Birdeye.
Navigating to Toast CRM
Log in to the Birdeye dashboard and go to Settings > Integrations > All Apps. Select Toast to connect. The screen provides integration benefits, pricing, and compatibility details. Clicking the ‘View Setup Guide’ tab will redirect you here for detailed step-by-step instructions.
HOW TO CONNECT
Step 1: Set up Toast in your dashboard
Step 1: Set up Toast in your dashboard
Log in to your Toast using your username and password, then click ‘Continue.’
On the main dashboard, navigate to Integrations from the left navigation panel.
Click Configure integrations and select Birdeye from the list of integrations. Enable the Birdeye integration to complete the setup in Toast.
Once the Birdeye integration is enabled, it will appear on your screen as shown below.
Once enabled, Birdeye will have authorized access to sync order, menu, and customer data via Toast’s API. Click ‘Next.’
Step 2: Map Locations
Step 2: Map Locations
You can now map locations by entering the restaurant ID(s) in the Map Locations step to ensure that each Toast location is linked to the correct Birdeye location and its data is assigned accurately.
Once mapped, click Next to continue.
Step 3: Select Triggers
Step 3: Select Triggers
Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Next.'
You need to perform a few more steps to enable the order from the Toast order trigger.
Select the payment status from the drop-down arrow. Click 'Done.'
A toast message will appear on the screen saying, ‘Toast successfully connected.’ You can now build automated campaigns for reviews, surveys, and referrals or any other custom campaigns, by clicking or skipping the ‘Go to Campaigns’ option.
If you have any further questions, please contact the Birdeye technical support team at 1-800-561-3357 Ext. 3 or email them at support@birdeye.com.