Google Sheets

What it is

Google Sheets is a one-way feed from Joby into a spreadsheet you already own. You choose one worksheet, you tick the statuses that matter, and from then on every time a job moves into one of those statuses Joby adds a new row at the bottom of that worksheet, filled in with the job details you picked.

The page says the same thing in one line at the top: "One Google login, then choose Drive, spreadsheet, worksheet, and field mappings." Nothing is ever edited or deleted in your sheet — the automation only ever adds rows, so an existing spreadsheet is safe to point it at.

You open it from Settings›Integrations, then click the Google Sheets card. It sits in the Automation & data category, and the card describes itself as "Add a row to your chosen worksheet whenever a lead moves into selected statuses." The button on the card reads Connect the first time and Manage once it is set up. On a phone, tap Settings in the bar along the bottom of the screen, then Integrations, and pick the same card; the page then has a Google Sheets header with a back arrow to Integrations.

The page itself is four numbered steps stacked down the screen:

Each step is greyed out until the one above it is finished, and the number in the circle turns into a green tick when that step is complete. Along the bottom of the page sit Disconnect, Save automation and Send test row.

If your company renamed "Lead" to something else — Job, Ticket, Deal — step 3 is titled with your word instead, for example Job trigger, and the mapping drop-downs say "Choose job field".

When to use it

• A manager or an accountant wants a running spreadsheet of every job that reaches Completed, without being given a Joby login.
• You already keep a commission, payout or dispatch sheet by hand and want it filled in for you as jobs progress.
• You want to build your own charts or pivot tables on Joby data using formulas you are comfortable with.
• A partner, franchisor or lead buyer needs a live list of jobs in a particular status, and a shared spreadsheet is the easiest thing to hand them.
• You want a permanent record of the exact moment a job changed status — the sheet keeps the old status, the new status and the time side by side.

Use the one-off Export CSV button on the Leads page instead when you just need today's list once. Use Lead Reports when you want totals and date ranges inside Joby rather than a spreadsheet. And see Integrations for everything else you can plug into Joby.

Before you start

• You must be an owner or an admin. Anyone else who opens the page gets a Could not load Google Sheets message saying "Only an owner or admin can manage this integration." Connecting, saving, testing and disconnecting are all owner/admin only.
• Your role needs the Integrations permission. An owner turns it on under Settings›Team Roles, in the Admin & Settings group, as Integrations. Without it the Integrations page never opens in the first place.
• Have the right Google account handy. You will be sent to Google's own sign-in window, and whichever account you approve there is the one Joby writes with. If the spreadsheet lives on a work Google Workspace account, sign in with that account, not a personal Gmail.
• Allow pop-ups for Joby. The Google sign-in opens in a small pop-up window. If your browser blocks it, Joby falls back to a new tab — but a blocked window with nothing in it is the usual reason a connection appears to stall.
• Create the spreadsheet first, with headings in row 1. Joby reads your column headings out of the first row of the worksheet and builds the mapping list from them. An empty worksheet gives you the warning "No columns found. Add header names to row 1, then refresh the worksheet."
• Your statuses should be set up already. Step 3 lists the active statuses from Settings›Lead Statuses, in the order they are set there. If a status you want is missing, add it there first and come back.
• Custom fields are included, so add them first if you need them. Anything you created under Settings›Custom Fields shows up in the mapping drop-down under Custom.

Step-by-step

1. Connect your Google account

1. Go to Settings›Integrations and click the Google Sheets card. (Tip: type sheets into the search box at the top right of that page, or click the Automation & data filter, to find it faster.)
2. In step 1. Google account, click Connect Google. A pop-up window opens on Google's sign-in screen.
3. Sign in and approve access. The pop-up closes by itself and Joby shows a confirmation message. The line next to the button changes to "… is connected securely to Google" with the account name, the circle beside step 1 turns into a green tick, and the button becomes Change account.

If you close the Google window before finishing you get Google connection was not completed — nothing is saved, just click Connect Google again.

2. Choose where the rows go

1. Open the Drive drop-down and pick the drive the spreadsheet lives in. For a personal Google account this is your own drive; on a work account you may also see shared drives.
2. Open Spreadsheet and pick the file. Each drop-down has a search box, so start typing the file name rather than scrolling.
3. Open Worksheet and pick the tab inside that file. This is the tab rows will be added to.

Each drop-down is filled in from Google the moment you pick the one above it, so give it a second or two. If you created the file or the tab while this page was already open, click the small refresh button beside the drop-down to fetch the list again. Changing the Drive clears the spreadsheet, worksheet and mapping below it, and changing the spreadsheet clears the worksheet and mapping — that is deliberate, since the columns come from the worksheet.

3. Pick the statuses that trigger a row

1. In step 3, click each status that should produce a row. Selected statuses get a tick and turn into the highlight colour; click one again to unselect it.
2. Choose as few as you can get away with. Every job that lands on that status writes a row, so ticking every status turns a tidy report into a very long log.

The row is written when a job moves into one of these statuses — no matter who or what moved it. Dragging a card on the pipeline board, changing the badge in the leads table, a bulk status change and an automated status change all count.

4. Match your columns to Joby fields

1. Step 4. Field mapping lists one line per heading in row 1 of your worksheet, with the heading on the left and a drop-down on the right.
2. Joby fills in the obvious ones for you: where a heading matches a Joby field name (ignoring capitals, spaces and punctuation) it is matched automatically. Check them rather than trusting them.
3. For each remaining heading, open the drop-down and pick the Joby field that belongs in that column. Type in the Search all lead fields… box to find one quickly — the list is long.
4. Leave a heading on Do not sync if Joby should not touch it. That column is left blank in every new row, which is what you want for a column of your own formulas or notes.

5. Save it, then send a test row

1. Click Save automation. You should get Google Sheets automation saved. If anything is missing you instead get Complete the sheet and trigger setup first — that means you still need a spreadsheet, a worksheet, or at least one status.
2. Click Send test row. Joby writes one row of obvious dummy data straight into your worksheet so you can see the layout — the name comes through as Pipedream Test Lead, the email as test@joby.io, the phone as (555) 010-2026, the Lead ID as JOBY-PIPEDREAM-TEST, the status change as New to Contacted, and any other mapped column as Test plus the heading name. Columns left on Do not sync stay empty.
3. Open the spreadsheet and check the row landed in the right tab, in the right columns. Delete the test row when you are happy — it is a real row in your sheet.

How to check it worked

• The account connected: step 1 shows a green tick, names the connected account, and the button now reads Change account. The confirmation message that appears when you finish signing in mentions Pipedream, the service Joby uses to hold the Google connection — that wording is normal.
• The destination is set: steps 2, 3 and 4 are no longer greyed out, and each finished step shows a green tick instead of its number.
• The columns were read: step 4 lists your real headings from row 1. If it still says "Choose a worksheet to load its header columns", the worksheet was never picked.
• The test worked: you get Test row sent together with "Check … · …" naming the spreadsheet and worksheet, and the dummy row is sitting at the bottom of that tab within a few seconds.
• It was saved: you get Google Sheets automation saved, and the Google Sheets card back on Settings›Integrations now shows Connected with a Manage button.
• Real jobs are flowing: take one real job, move it into one of your chosen statuses, and watch a new row appear at the bottom of the worksheet. Leaving the status and coming back writes a second row — that is expected.
• It survived a reload: refresh the page. Your drive, spreadsheet, worksheet, statuses and mapping should all come back exactly as you left them. If they do not, the setup was never saved.

Common mistakes

• Signing in with the wrong Google account. The pop-up uses whichever Google account your browser is already signed into. If the spreadsheet you want is not in the Spreadsheet list, you almost certainly connected a personal account instead of the work one — click Change account and sign in again.
• An empty header row. Step 4 has nothing to show and you get "No columns found. Add header names to row 1, then refresh the worksheet." Put headings in the first row of the tab, then re-pick the worksheet.
• Leaving headings on "Do not sync" by accident. Any heading you did not map is written as an empty cell. If a column in your sheet is always blank, that is the first thing to check.
• Expecting the sheet's formatting to be applied. Values arrive exactly as Joby stores them — amounts as plain numbers, dates and times as full timestamps. Format the columns in Google Sheets yourself, or add your own formula column set to Do not sync.
• Expecting old jobs to be back-filled. The sheet starts from the moment you save. Nothing that happened before that appears. For historical data, export from Leads or Lead Reports once and paste it above the new rows.
• Deleting or un-sharing the spreadsheet in Google. If the file is moved to the bin, renamed away or the connected Google account loses access to it, rows quietly stop arriving. Re-pick the file on this page and save again.
• Assuming it covers everything in Joby. This automation is about jobs changing status. Estimates, invoices, payments and calls do not write rows here.