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How to install the Integration
Using Facebook Messenger in Pipedrive
How to uninstall the app

Pipedrive Integration: Facebook Messenger

YS
Yssel Salas, June 13, 2022

Facebook Messenger is one of the most popular communication platforms in the world. Their product Facebook for Business simplifies your customer acquisition by providing a direct, conversational way for people to take action in an environment where they already spend their time.

The Pipedrive integration will boost your productivity by unifying all conversations from your Facebook Messenger in Pipedrive. It will help you manage communications with your leads and clients on Facebook Messenger by making them accessible and shareable in Pipedrive.

Linking Facebook Messenger conversations with Pipedrive contacts, deals, and leads was never so easy.


How to install the Integration

  1. Open the Messaging Inbox by going to Leads > Integrations > Messaging, and click on Connect.

  2. You will be taken through an authorization flow, where Facebook Messenger will ask for permission to access your Pipedrive data. Choose the Pipedrive account you would like to connect with and click Allow and continue to confirm the authorization.
  3. Select the app extension visibility in Pipedrive for your connection with Facebook Messenger.

    • Private visibility settings: Only the user who installed the app can see and reply to Facebook Messenger conversations in Messaging Inbox and link them to contacts, leads, or deals in Pipedrive.
    • Shared visibility settings: Any user in the company account can see and reply to Facebook Messenger conversations in Messaging Inbox and link them to contacts, leads, or deals in Pipedrive.
  4. You will be redirected to the Facebook login page. Then, enter your Facebook email and password. Once you have logged in with Facebook, select the Facebook account and Business page to connect with Pipedrive.
  5. You will be redirected to the Messaging Inbox in Pipedrive.
  6. Your account is now connected and verified by Pipedrive and Facebook
Note: Only Admin users can install the Facebook Messenger app in Pipedrive. To connect the Facebook page, the user should be an Admin for that Facebook page too.

Using Facebook Messenger in Pipedrive

Within the Messaging Inbox, conversations are sorted by last update date; meaning that the most recent one will be at the top, and the oldest conversation will be at the bottom.

Every conversation will display the last thirty messages exchanged automatically. To see the historical messages, scroll up in the conversation.

In the Messaging Inbox you can create a deal or lead and a contact connected to the new conversation, or link a conversation to a current deal or lead that you have open. You will see the options to add as new or link to existing items on the right-hand side of your screen.

Every message sent through Pipedrive should sync to Facebook Messenger and vice-versa.


How to uninstall the app

If you no longer need the Facebook Messenger app or for troubleshooting purposes, you may want to uninstall the app from your side. There are two ways to do it.

In Pipedrive

  1. Go to Tools and app > Messaging and click on the trash can icon.

  2. Click on the red button to confirm that you wish to Remove the integration.
  3. You will be redirected to the main Messaging page, and you can start over with the installation if needed.
Note: Any Admin user in the company can uninstall the integration from Pipedrive Messaging settings.

In Facebook

  1. Go to Page Settings > Advanced Messaging.
  2. Look for the Pipedrive Messenger app and click on Configure.
  3. Follow the steps to remove the app.
Note: Only the Facebook page admin can remove the integration from the Facebook settings page.

If you have problems with your Facebook Messenger app, learn more about troubleshooting steps in this article.

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