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.
Send → verify → retry or lockout. Three templates map to the OTP lifecycle; branches handle validation in HubSpot.
Authentication-category templates with OTP preview, copy-code CTA, and stacked lockout messaging. Variables merge at send time via Flowella.
Hi {{first_name}}, use this code to sign in to {{app_name}}. Never share it with anyone — we will never ask for it in chat.
No worries, {{first_name}} — here's a fresh code for {{app_name}}. Your previous code is no longer valid.
For your security, sign-in is paused for 30 minutes after too many incorrect codes.
{{first_name}}, your account is unlocked. Request a new code from the app when you're ready.
Authentication template — OTP block with copy-code button; cheapest Meta tier and strict content rules.
Instant delivery — code merges from HubSpot or your auth service at send time.
Retry path — invalid entry triggers tmpl_otp_retry with a fresh code.
Lockout branch — tmpl_otp_locked after max attempts with support hand-off.
Authentication is only useful when the user sees the code quickly and the system handles failure safely.
WhatsApp brings OTP delivery to the channel users already monitor on mobile, reducing email delays and failed attempts.
Add risk scoring, device fingerprinting, high-value transaction approval, and automatic lockout escalation.
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.
Switching OTP to WhatsApp cut failed verifications and made support tickets easier to investigate.
Filter by platform, category, or industry to find the play that fits.
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Send verification codes over WhatsApp and log outcomes back to HubSpot.
