Authentication / OTP

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Use Cases / Authentication / OTP

Authentication codes that arrive where people look.
OTP over WhatsApp.

Use WhatsApp for high-visibility one-time passwords, login approvals, and step-up verification. Keep the CRM informed without turning security into a support ticket.

98%Open rate

-62%Failed verifications

45sMedian verification

Platform

HubSpot

Category Support Communication

Industry FinTech Healthcare

Workflow steps

Trigger: Login or action request
Channels: WhatsApp OTP
6 steps - branched

The workflow

The OTP blueprint.

Generate the code, send it over WhatsApp, branch on verification status, retry once, then fail closed or escalate.

Build it in Flowella now Try the OTP view

app.flowella.io / workflows / authentication-otp

WhatsApp templates

Copy that keeps trust high.

Authentication templates are short, transactional, and explicit about expiry.

tmpl_otp_code OTP code

Send code

Your Brand

Your Flowella verification code is . It expires in minutes. Do not share it with anyone.

14:32✓✓

This was me

Business · online

CategoryAuthentication

Localeen_GB

tmpl_otp_retry Retry code

Retry

Your Brand

Your new verification code is . Use the latest code only.

14:32✓✓

Use latest code

Business · online

CategoryAuthentication

Localeen_GB

tmpl_otp_locked Locked path

Fail closed

Your Brand

We could not verify this request. For your safety, the action has been paused and support can help.

14:32✓✓

Contact support

Business · online

CategoryUtility

Localeen_GB

What it does

Five things that make authentication less painful.

01

Sends the code on WhatsApp - faster visibility than email for mobile-first users.

02

Expires codes quickly - the code is short-lived and tied to the attempted action.

03

Branches on verification - success exits immediately, failure retries once.

04

Fails closed - repeated failure creates a safe support path, not an unlocked account.

05

Logs the event - HubSpot receives the verification outcome for audit and support context.

Deep dive

Why WhatsApp OTP works.

Authentication is only useful when the user sees the code quickly and the system handles failure safely.

01 Why delivery matters

WhatsApp brings OTP delivery to the channel users already monitor on mobile, reducing email delays and failed attempts.

Silent after "yes" — wire your Flow to the CRM milestone (donation cleared, booking confirmed, ticket closed) and let the thread go quiet the instant the job is done. No duplicate ask, no nudge — one trustworthy conversation people actually open next time.

02 How to enhance it

Add risk scoring, device fingerprinting, high-value transaction approval, and automatic lockout escalation.

03 Gotchas

Never reuse codes, avoid exposing account details in templates, rate-limit retries, and keep support scripts ready for false positives.

The point: OTP should be fast for the real user and boringly strict for everyone else.

Proof

What it looks like in the wild

CLIENT
LOGO

FinTech support team

EU

Switching OTP to WhatsApp cut failed verifications and made support tickets easier to investigate.

Daniel Reyes

Head of Support Operations

98%Open rate

-62%Failed verifications

45sMedian verification

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Browse all workflows →

One-click build

Install Flowella and ship the OTP flow first.

Send verification codes over WhatsApp and log outcomes back to HubSpot.

Build it in Flowella now View on HubSpot Marketplace →