Getting Started with OTP Verification

OTP Verification lets you generate and verify one-time passwords directly inside your HubSpot workflows. Use it to add secure verification steps to your automation - confirming email addresses, authorizing sensitive actions, or building two-factor authentication flows.

How It Works

1. A HubSpot workflow triggers the Generate OTP action for a contact
2. A secure, time-limited code is created and optionally stored on the contact record or sent via email
3. When the contact submits their code, the Verify OTP action checks it and returns the result
4. Your workflow branches based on whether verification succeeded or failed

Key Capabilities

Flexible Code Formats

Choose the format that fits your use case:

• Numeric (e.g. 482951) - familiar, easy to type on mobile
• Alphanumeric (e.g. A7K3M2) - higher entropy, harder to guess
• Alpha only (e.g. JKRFMN) - useful when numbers might cause confusion

Code length is configurable at 4, 6, or 8 characters.

Automatic Expiration

Codes expire after a configurable window (5, 10, 15, 30, or 60 minutes). Expired codes are automatically rejected during verification.

Attempt Limiting

Failed verification attempts are tracked per code. After 5 incorrect attempts the code is locked, preventing brute-force guessing.

HubSpot Property Storage

Optionally write the generated OTP to any string or phone-number contact property. This makes it available to other workflow actions, email templates, or CRM cards.

Email Delivery

Send the OTP directly to the contact via a customizable email template - no additional email tool required.

Quick Start

1. Install the app in your HubSpot portal (see the Installation Guide)
2. Configure code format, expiry, and delivery options in the Settings page
3. Add the Generate OTP and Verify OTP actions to a HubSpot workflow
4. Test by enrolling a contact and checking the result

Next Steps

• Installation Guide - connect your portal
• OTP Generation - learn about code generation options
• OTP Verification - understand the verification flow
• Settings Reference - full settings documentation