Joby CRM

Connect Claude to Joby CRM to find, understand and update your business data through natural conversation. Claude can look up your Joby CRM leads, clients, appointments, schedules, estimates, invoices, payments, job types, service areas, team members, lead statuses, custom fields and activity timelines. Use the connector to find customers, review lead history, understand upcoming appointments, analyze your pipeline, review estimates and invoices, summarize CRM activity and answer questions about your Joby data without switching between screens. When connecting, the owner or administrator chooses Read only or Read and make changes. With changes, Claude can also act as that user, following the same rules as the Joby app: create and edit leads, change their status, reschedule them and assign field workers; create and edit clients; create, edit and complete tasks; and add comments. Changes run the company's own Joby automations, exactly like the same change made in the app. The connector never deletes anything, never texts or emails customers directly, never sends estimates or invoices and never takes or refunds payments. Each connection is authorized to one Joby organization by an owner or administrator.