Lead Generation Funnel Architecture

Complete Meta Ad to CRM Pipeline

A comprehensive lead generation system with embedded quiz, TCPA consent tracking, SMS verification, and automatic CRM integration.

TCPA Compliant

Full consent tracking with IP, timestamp, and user agent capture

SMS Verification

Twilio-powered phone verification with 6-digit codes

Auto CRM Sync

Automatic lead creation in Pipedrive after verification

Complete Funnel Flow

Meta Ad Click

User sees ad on Facebook/Instagram

User Action

• Clicks "Learn More" on Meta ad
• Lands on Trusty Scout homepage
• Sees trust indicators and testimonials

Goal

• Build credibility and trust
• Educate about final expense insurance
• Drive to quiz CTA

Embedded Quiz

Multi-step qualification form

Questions Asked

• Age range
• Coverage amount needed
• Health status

Data Captured

• Quiz responses (JSON)
• Qualification score
• Timestamp

UX Features

• Progress bar
• Back navigation
• Validation feedback

Contact Information & TCPA Consent

Compliant lead capture

Information Collected

RequiredFull Name

RequiredEmail Address

RequiredPhone Number

RequiredTCPA Consent Checkbox

TCPA Compliance Data

Consent Timestamp: Exact date/time

IP Address: User's IP (IPv4/IPv6)

User Agent: Browser & device info

Disclosure: Full SMS terms displayed

Opt-out: STOP keyword instructions

SMS Verification (Twilio)

Phone number validation

Verification Process

1.Generate random 6-digit code
2.Store code in database with 10-min expiration
3.Send SMS via Twilio API
4.User enters code on verification screen
5.Validate code and mark lead as verified

SMS Message Format

"Your Trusty Scout verification code is: 123456. This code expires in 10 minutes. Reply STOP to opt out."

✓ Clear sender identification

✓ Code prominently displayed

✓ Expiration notice

✓ Opt-out instructions

Pipedrive CRM Integration

Automatic lead creation

Step 1: Create Person

Name: Full name from form

Email: Primary email address

Phone: Verified phone number

Returns Person ID

Step 2: Create Lead

Title: "Final Expense Insurance - [Name]"

Person ID: From step 1

Value: Estimated from coverage amount

Custom Fields: Quiz responses, age, health

Returns Lead ID

Database Update

After successful Pipedrive sync, the lead record is updated with pipedrivePersonId and pipedriveLeadId for future reference and tracking.

Lead Successfully Captured!

Ready for agent follow-up

Email Sent

Confirmation to lead

CRM Updated

Lead in Pipedrive

Agent Notified

Ready to contact

Technical Implementation

Frontend Stack

Framework:React 19 + TypeScript

Styling:Tailwind CSS 4

UI Components:shadcn/ui

Routing:Wouter

API Client:tRPC + React Query

Backend Stack

Runtime:Node.js + Express

API Layer:tRPC 11

Database:MySQL + Drizzle ORM

SMS Service:Twilio API

CRM Integration:Pipedrive API

Database Schema: Leads Table

Field	Type	Purpose
id	VARCHAR(36)	Primary key (nanoid)
fullName	VARCHAR(255)	Lead's full name
email	VARCHAR(320)	Email address
phone	VARCHAR(20)	Phone number
age	INT	Age from quiz
coverageAmount	VARCHAR(50)	Desired coverage range
quizResponses	TEXT	JSON of all quiz answers
tcpaConsent	INT	1 = consented, 0 = not
tcpaConsentTimestamp	TIMESTAMP	When consent was given
tcpaConsentIp	VARCHAR(45)	User's IP address
tcpaConsentUserAgent	TEXT	Browser/device info
smsVerificationCode	VARCHAR(6)	6-digit verification code
smsVerificationSentAt	TIMESTAMP	When code was sent
smsVerificationExpiresAt	TIMESTAMP	Code expiration (10 min)
smsVerified	INT	1 = verified, 0 = not
smsVerifiedAt	TIMESTAMP	When phone was verified
pipedrivePersonId	INT	Pipedrive Person ID
pipedriveLeadId	VARCHAR(36)	Pipedrive Lead ID
createdAt	TIMESTAMP	Record creation time
updatedAt	TIMESTAMP	Last update time

Ready to Deploy?

The complete funnel is built and tested. Add your Pipedrive and Twilio credentials to go live.

Test the Funnel View Documentation