Calendar integration
Joby + Google Calendar
Sync leads from Joby straight to your Google Calendar. Pick which lead statuses sync, and Joby creates, updates, and removes calendar events automatically as those leads move through your pipeline.
What it is
The Google Calendar integration creates a two-way handshake between Joby and your Google account. Once connected, every lead that lands in a status you've chosen to sync (and has a date and time) automatically becomes a Google Calendar event — with the customer name, address, phone, notes, and a one-click link back to the lead in Joby.
It works the same way in reverse: if a lead's status moves out of your sync list, or the lead is deleted in Joby, the matching Google Calendar event is removed too. No stale "ghost" events.
How the sync works
What happens in Joby | What happens in Google Calendar |
A lead moves into a status you're syncing (with a date and time) | A new event is created with the full lead details. |
The lead's date, time, address, or notes change | The existing event updates automatically. |
The lead moves to a status you're not syncing | The event is removed. |
The lead is deleted | The event is removed. |
You unselect a status in sync settings | All events for leads currently in that status are removed. |
Set it up
About two minutes end-to-end: connect from Joby, authorize with Google, then pick which lead statuses you want to sync.
Part 1 — In Joby
1. Open Settings → Integrations
All external connections live under Settings → Integrations — Google Calendar, QuickBooks, Zapier, and the rest.
2. Find the Google Calendar tile
You'll see the full grid of integrations available to your workspace. Find Google Calendar.
3. Click Connect on the Google Calendar tile
This kicks off Google's official OAuth flow. Joby never sees your Google password — Google handles authentication directly.
4. Confirm by clicking Connect Google Calendar
This opens Google's OAuth window in a new tab.
Part 2 — Authorize with Google
5. Pick the Google account you want to connect
If you're signed into multiple Google accounts, pick the one that owns the calendar you want Joby to write events to. This is usually your main work email.
6. Continue to the permissions screen
Google confirms your account selection and shows the permissions Joby is requesting next.
7. Click Allow to grant calendar access
This gives Joby permission to read and write events on your Google Calendar. Joby uses it strictly to create, update, and remove events for your synced leads — nothing else.
Part 3 — Configure the sync
8. Pick the lead statuses you want to sync
This is the most important step — it controls which leads appear on your Google Calendar. Click any status pill to toggle it on; click again to toggle it off.
Common picks:
Appointment — confirmed scheduled visits
Estimate — sales calls or quote walkthroughs
In Progress — active jobs in flight
Follow Up — scheduled callbacks
Skip statuses where there's no date and time (like Created or Unscheduled) — they wouldn't make calendar events anyway.
9. Example: pick Appointment
For example, click Appointment. From then on, any lead that moves into the Appointment status will appear on your Google Calendar automatically — and disappear if it moves back out.
10. Save changes
Save changes applies your sync settings immediately. Existing leads currently in the selected statuses are pushed to Google Calendar within seconds.
11. Check your Google Calendar
Open Google Calendar — synced leads now appear as events with the full context your team needs in the field:
Customer name and job title in the event headline
Date and time from the lead
Location — clickable, opens in Maps
Description — phone number, lead number, internal notes
Open in Joby — one-click link straight back to the lead
Why it matters
One source of truth for your schedule. Your team already lives in Google Calendar — meet them there instead of making them check Joby separately.
Status-driven, fully automatic. You set the rule once; Joby keeps Google Calendar in sync forever — including removals when a lead is canceled or moved.
Field-ready event details. Address, phone, and a link back to the lead are baked into every event, so techs can navigate and call straight from their calendar.
Secure by default. OAuth via Google's official flow. You can revoke access anytime from your Google Account settings.
Things to know
Situation | What happens |
A lead doesn't have a date or time | No event is created — calendar events need a time. Add the date and time in Joby and the event appears. |
You add a status to the sync list later | All existing leads currently in that status sync over within seconds. |
You remove a status from the sync list | Every event for leads currently in that status is removed from Google Calendar. |
You disconnect Google Calendar | Existing events stay where they are. New activity in Joby stops flowing until you reconnect. |
You change the lead's time in Joby | The Google Calendar event updates automatically. |
Tip
If you want techs to see only their own assigned jobs on their personal calendars, connect a shared team Google Calendar instead of your personal one — then share it with the techs in Google. Joby writes once; everyone reads.
Need help?
Email [email protected] or message us from the in-app chat. We can help with the initial OAuth connection, choosing the right statuses to sync, or troubleshooting events that aren't appearing.