Installation

This guide walks you through installing OTP Verification in your HubSpot portal.

Prerequisites

• An active HubSpot account with workflow access (Professional or Enterprise)
• Permission to install apps and manage workflows in your portal
• An OpsAgent account with an organization set up

Installation Steps

1. Start Installation

Navigate to the OTP Verification app page in OpsAgent and click Install App.

2. Select Your Portal

If you have multiple HubSpot portals connected, choose the one where you want to install OTP Verification.

3. Authorize Permissions

HubSpot will ask you to authorize the following scopes:

• Workflows - required so the app can register workflow actions
• Contacts (read/write) - required to read contact details and optionally store OTP codes on contact properties

Review the permissions and click Connect app.

4. Configure Settings

After authorization you'll be redirected to the OTP Verification settings page. Configure:

• Code type - numeric, alphanumeric, or alpha only
• Code length - 4, 6, or 8 characters
• Expiry time - how long codes remain valid
• Property storage - optionally store codes on a contact property
• Email delivery - optionally send codes via email

See the Settings Reference for details on each option.

5. Verify Installation

Check that:

1. The app appears in your OpsAgent dashboard under installed apps
2. The Generate OTP and Verify OTP actions appear when editing a HubSpot workflow
3. The OTP sidebar card shows on contact records (if configured)

Troubleshooting

Authorization Failed

Make sure you have admin or super-admin permissions in your HubSpot portal. Standard users may not be able to authorize app connections.

Workflow Actions Not Appearing

After installation, it can take a few minutes for HubSpot to register new workflow actions. Try refreshing the workflow editor. If they still don't appear, verify the app is active in your OpsAgent dashboard.

Property Not Syncing

If you enabled HubSpot property storage but don't see the OTP value on the contact, click Sync Properties in the settings page to refresh the property list, then verify you selected the correct property.