AcademyB2C Lead GenerationSetup Guides (click-by-click) › Add phone (OTP) verification
🛠️ B2C · Module 8 · Lesson 32 of 34

Add phone (OTP) verification

Click-by-click: verify phone numbers on your form so fake/typo leads never reach your buyer.

Setup Guides (click-by-click) ~2 min read

OTP (one-time-passcode) verification confirms the phone number on your form is real. It kills fake and typo numbers before they reach your buyer — protecting your contact rate and your reputation. Click-by-click below.

What you'll need

  • A Twilio account (twilio.com) — handles sending the SMS code.
  • Your funnel builder from the previous guide.

Step 1 — Set up Twilio

  1. Sign up at twilio.com and verify your own number.
  2. Use Twilio's Verify service (Console → Explore Products → Verify → Services → Create). Name it after your funnel.
  3. Copy your Account SID, Auth Token, and the Verify Service SID — you'll need these.

Step 2 — Connect it to your form

How you connect depends on the builder:

  • LeadsHook / LeadCapture: native Twilio OTP integration — just paste your Twilio keys in their integration settings and enable OTP on the phone field.
  • Heyflow: needs a small custom-code/embed step — use their Twilio OTP snippet (Heyflow docs → "OTP verification") and paste your keys.
  • No-code shortcut: add a verification step via Zapier between form submit and delivery (Twilio "Send Verification" → "Check Verification").

Step 3 — The OTP flow on the form

  1. User enters their phone number.
  2. Form triggers Twilio to text a 6-digit code.
  3. User types the code → verified → continues to submit.
  4. Unverified numbers don't complete — so they never become a lead.

Step 4 — Test it

  1. Run through the live funnel with your own phone — confirm you get the SMS code and can submit.
  2. Try a fake number — confirm it blocks submission.
Cost note: Twilio charges a few cents per SMS — trivial versus the value of clean, contactable leads. Add OTP especially in niches where buyers complain about "wrong numbers".

Next: drive traffic to the funnel — launch your first Meta campaign.

Next lesson →
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