1. Overview
This Data Deletion Policy explains how Vertex CRM handles requests to delete personal data, including Meta / Facebook data deletion requests required for App Review. It should be read with our Privacy Policy and Data Retention Policy.
2. Roles
- Customer organization (tenant): typically the data controller for CRM business records (leads, contacts, deals) entered or ingested into their workspace.
- Vertex CRM / OctaVertex Media: processes tenant data to provide the Service, and operates the Meta application that customers authorize.
3. How to request deletion
3.1 End users inside a customer workspace
Contact your organization’s Vertex CRM administrator first. Administrators can deactivate users, remove records they control, and disconnect Meta integrations under Setup → Integrations.
3.2 Organization / account deletion
Organization admins (or contractual contacts) may request workspace closure and deletion of tenant data by contacting us via /contact. We will confirm identity/authority, export options if contractually available, then delete or anonymize tenant data subject to legal retention needs (billing, security logs, dispute records).
3.3 Meta / Facebook “Apps and websites” deletion
If you remove Vertex CRM from your Facebook settings and request data deletion, Meta sends a signed request to our callback. We:
- Verify the signed request with our Meta App Secret
- Delete OAuth tokens and Meta-connected account rows associated with that Facebook user id
- Delete synced Meta campaign cache linked to those connections
- Return a confirmation code and status URL
Status URL pattern: /meta/data-deletion/status?code={confirmation_code}
Callback URL (configure in Meta App Dashboard): https://vertexcrm.in/meta/data-deletion (or your deployed origin + /meta/data-deletion)
4. What Meta deletion removes vs keeps
Removed: Meta access tokens, Page/Ad Account connection records for that Facebook user, synced Meta ads campaign cache for those connections.
Not automatically removed: CRM business records the tenant already stored (for example a lead created from a Lead Ad or WhatsApp message). Those remain under the tenant’s control and retention policy until the tenant deletes them or requests organization-level deletion. This is intentional: in a B2B CRM, deleting a Facebook user’s app authorization must not silently wipe another company’s sales pipeline.
5. Disconnecting Meta without full account deletion
Tenant administrators can disconnect Meta Ads / Pages / WhatsApp credentials at any time from Setup → Integrations (or WhatsApp setup). Disconnecting revokes stored tokens for that organization connection.
6. Timelines
Meta callback processing is typically immediate for token/connection wipe. Organization-wide deletion requests are acknowledged promptly and completed within a reasonable period (target: 30 days) unless a longer retention period is required by law or contract.
7. Contact
Email/web: vertexcrm.in/contact. Include confirmation codes for Meta deletion status questions.
Last updated: August 2026.