Email integration
Joby + Gmail
Connect your Gmail or Google Workspace mailbox to Joby so every email — replies, compose, estimates, invoices, receipts, and service plans — sends from your real address instead of the Joby-managed sender.
What it is
The Gmail integration links your Gmail (or Google Workspace) mailbox to Joby through Google's official OAuth flow. Once connected, Joby can send from that address on your behalf — both for emails you write manually and for system-generated documents like estimates and invoices.
Connecting Gmail is two short stretches of work: the OAuth flow (about 30 seconds), then two "default" decisions that control where emails come from going forward.
The two defaults to set
Important — these are separate settings
Joby has two default-sender settings. They look similar but control different things. Setting one doesn't set the other.
Setting | What it controls |
Make Default (on the account row) | The account that auto-fills when you compose an email manually — replies in Conversations, one-off outreach, follow-ups. You can still pick a different account per email when sending. |
Customer Email Sender (separate section below) | The account that system emails always send from — estimates, invoices, receipts, signed estimates, and service plan emails. Only Shared senders can be picked here. |
To get your Gmail used for everything, set both.
Set it up
Three short parts: connect Gmail with OAuth, set it as your compose default, and pick it as your Customer Email Sender.
Part 1 — Connect Gmail
1. Open Email Accounts in Settings
You'll find Email Accounts under Settings → Communications. This page is the hub for connected mailboxes, sender permissions, and the Customer Email Sender.
2. Click the Gmail card under Connect Providers
Pick Gmail from the Connect Providers section. This kicks off Google's OAuth flow in a new tab.
Note
Microsoft 365 and SMTP work exactly the same way — same OAuth pattern, same default-sender behavior, same Customer Email Sender slot. If you use Outlook or a custom SMTP server, follow the same steps with that tile instead.
3. Pick the Google account you want to connect
If you're signed into multiple Google accounts, pick the one whose mailbox should be the sender. Usually your main work email.
4. Continue and authorize Joby
Google confirms your account, shows the permissions Joby is requesting, and on Allow, returns you to Joby with the mailbox connected. The Gmail account appears in your Sender Accounts list with an Active badge.
Part 2 — Make it your compose default
5. Click Make Default on the Gmail account row
This sets your Gmail as the primary sender for everything you write manually in Joby — replies in the Conversations inbox, one-off compose, follow-ups, anything.
It's a convenient default, not a lock. You can still pick a different account from the sender dropdown when actually sending any individual email.
Part 3 — Make it the Customer Email Sender
6. Open the Customer Email Sender dropdown
Scroll down to the Customer Email Sender section. This is a separate setting that picks the single mailbox used for all system-generated emails:
Estimates
Invoices
Receipts
Signed estimates
Service plan emails
Whatever you pick here is what your customers see in the From field of every one of those documents.
7. Pick your connected Gmail
Pick your Gmail (or any other Shared sender) from the dropdown. From this moment on, every estimate, invoice, receipt, signed estimate, and service plan email goes from your real address instead of the Joby-managed sender.
Only Shared senders appear here
If your Gmail doesn't show up in the dropdown, check that its Sender Access is set to Shared on the account row above. Private senders are intentionally excluded so customer-facing emails don't depend on a single person's mailbox.
Why it matters
Customers see your real address. Estimates and invoices show [email protected] instead of a generic Joby-managed sender — better recognition, fewer spam reports, easier replies.
Replies land where they should. When a customer hits Reply on an invoice email, it goes to your real inbox.
Deliverability follows your domain reputation. Sending from your own Gmail keeps your sender reputation intact.
Secure by default. OAuth via Google's official flow — Joby never sees your password. Revoke anytime from Google Account settings or by disconnecting in Joby.
Things to know
Situation | What happens |
You set Make Default but skip Customer Email Sender | Compose uses your Gmail, but invoices and estimates still send from the Joby-managed sender. |
You set Customer Email Sender but skip Make Default | Invoices and estimates send from Gmail, but the compose dropdown still defaults to whatever was set before. |
Your Gmail isn't in the Customer Email Sender dropdown | Its Sender Access is set to Private. Change it to Shared on the account row and it'll appear. |
You disconnect Gmail later | Outbound stops using that mailbox immediately. Customer Email Sender falls back to the Joby-managed sender so invoices keep sending. |
Your Google session expires | Reconnect from the same Email Accounts page — re-authorizing keeps your default-sender choices intact. |
Related
For the full reference on sender accounts, Shared vs Private access, and other email providers (Microsoft 365 / SMTP), see Connect Email Accounts and Set Sender Permissions.
Need help?
Email [email protected] or message us from the in-app chat. We can help with OAuth errors, missing Customer Email Sender options, deliverability, or anything else.