Integration · Toast

Toast POS, in your CRM.

Toast already knows every guest who's swiped a card at your restaurant — name, phone, total spent, last visit, favorite item. PipelineIQ pulls that data via webhook and turns it into the layer Toast doesn't have: review requests, win-back drips, birthday texts, and a guest book your host can search.

Connect Toast Setup guide One-pager (PDF)
Three recipes that ship today

What Toast → PipelineIQ does for you.

01 · Auto-fire review request after every visit

Trigger: Toast closes a check (CheckClosed webhook)
Action: PipelineIQ sends the guest a single SMS with a unique review link → guest picks Google / Yelp / Facebook or leaves private feedback

Most restaurants get 5x more reviews in the first 30 days. The link is compliant by default — never gates public review behind a star rating, so you stay on Google's good side.

02 · Auto-import every new guest

Trigger: Toast records a new guest (GuestCreated webhook)
Action: PipelineIQ creates a contact, tags them first-visit, and enrolls them in your "welcome series" drip (3 messages over 14 days)

Every guest who hands their phone number to Toast is now in your CRM, opted into your messaging list, and headed for repeat-visit nurture — automatically. No more "we should email our customers" with no list to email.

03 · Win-back lapsed regulars

Trigger: Iris sees no Toast visit for 60 days from a guest tagged regular
Action: PipelineIQ texts a personalized "we miss you" message in your restaurant's voice with an optional offer code

Your top 200 regulars produce 60% of revenue. Losing one is a $1,500/year mistake. Iris flags them; the win-back drip pulls them back.

Setup

Connect in 5 minutes.

  1. In PipelineIQ: open Settings → Integrations → Toast and copy your tenant's webhook URL.
  2. In Toast: go to Integrations → Webhooks and add a new endpoint pointing at the URL above. Subscribe to GuestCreated, CheckClosed, and OrderCompleted.
  3. Backfill (optional): upload a one-time CSV export of your Toast guests so historical regulars land in the CRM and get tagged with their visit count.
  4. Pick triggers: in PipelineIQ Reviews → Settings, turn on "Auto-fire on Toast check close" and write your SMS template (Iris drafts a starter for you).
  5. Test fire: close a $1 test check on Toast — the review-request SMS lands on your phone within 60 seconds.
Pricing & billing

Included on every plan, including Solo.

The Toast webhook integration is part of the base CRM — no per-event fees, no add-on charge. SMS sends use your Twilio integration (you bring your own Twilio account; Twilio bills you directly at ~$0.0075/segment). Toast's own API access is included with their core POS subscription.

Best fit: single-location restaurants up to ~10 locations on a single Toast account. For multi-brand operators with separate Toast tenants, pair with the Multi-Business-Unit setup.

Ready to make Toast data work for you?

Start free — 14 days All integrations