Integrate Calendly with Ottermation by Speak Toomey

Calendly is the simplest way to give people a self-serve booking link instead of juggling email threads. Pick the days and hours you’re free, share a link, and guests land straight on an open time that works for everyone—no back-and-forth required. When you layer Zapier and Ottermation on top, that single click can also create the Google Meet invite, text a reminder, log the call in your CRM, and drop a follow-up task in your project board—so the meeting isn’t just scheduled, it’s already organized.

Table of Contents

  • Pain Points

  • How We Help

  • Real Impact

  • Tech Stack

Pain Points

Why booking appointments can feel like a hassle

Too Many Emails - You trade emails to pick a slot.

No Shows - People forget the call and don’t show.

Manual Updates to Schedule List - Every new meeting has to be copied into the CRM.

How We Can Help

Easy scheduling first, smart automation on top:

  • One booking link invitees can open on any device.

  • Different links for discovery calls, current client meetings, or internal meetings..

  • Built-in questions (phone, notes, file upload) collected at booking.

What Ottermation adds with Zapier

  • Instant calendar link. As soon as a slot is booked, Google Calendar creates the event with Meet already attached.

  • Text reminders. Twilio sends an SMS 24 hours and 1 hour before, cutting no-shows to almost zero.

  • Auto-update CRM. Zapier logs the meeting in HubSpot and assigns the correct pipeline stage.

  • Follow-up tasks. After the call ends, a to-do hits Asana so notes don’t get forgotten.

Metric Before After
Emails to set a meeting 4 0–1
No-show rate 12 % 2 %
Admin scheduling time / week 3 h 20 m

Tech Stack

  • Scheduling: Calendly

  • Calendar & Video: Google Calendar · Google Meet · Zoom

  • Automation: Zapier · Ottermation

  • SMS Reminders: Twilio

  • CRM: HubSpot

  • Task Follow-up: Asana

  • Chat & Alerts: Slack

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