Hi, I am trying to use a new CRM we have for our location and I’m not exactly sure how to use the CRM and Toast together since there is no direct integration. I am trying to send promo offers via email and text to people that opt into my VIP text program using my crm. Then we want to track each customers redemption by tagging them “redeemed x offer” in the crm. If anyone knows how to send offers from an external CRM, please let me know! Here are my thoughts pertaining to API usage, but I’m not really sure if this is the solution for tracking -
If using one-time codes with expiration dates that we would generate on a lead/customer sign up store in contact field, then once the promo code is used in restaurant the TOAST api would update it being claimed and then our webhook listens for that activity and uses the claimed 1-time promo code as the identifier to update contact in GHL as offer claimed.
I believe we can generate an infinite number of single use unique promo codes:
Ex We run a campaign for “December Desert give away” then each time a lead claims that we use the API to generate single use promo code for that person:ex: SANTA1. It would then generate that promo in a code bank within Toast. Then once that code gets used in restaurant the POS API action posts the offer was claimed and the resting GHL webhook picks up that code in the array values - json payload from the data and the workflow using the webhook listening function would then update the contact record add tag as claimed
hope this makes it more clear what I am trying to do. Thanks for all the help!!
