🛠️ 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.
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
- Sign up at twilio.com and verify your own number.
- Use Twilio's Verify service (Console → Explore Products → Verify → Services → Create). Name it after your funnel.
- 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
- User enters their phone number.
- Form triggers Twilio to text a 6-digit code.
- User types the code → verified → continues to submit.
- Unverified numbers don't complete — so they never become a lead.
Step 4 — Test it
- Run through the live funnel with your own phone — confirm you get the SMS code and can submit.
- 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.