How to connect your Zoho account to Astra

Summary

This guide walks you through how to connect your Zoho CRM account to Astra. Once connected, you can use Zoho actions (like creating or updating a contact) directly within Astra workflows.

How the connection works

When you connect your Zoho account to Astra:

• You authorize Astra.

• Astra connects to your Zoho CRM account using this integration.

• Permissions are granted securely without sharing your login credentials.

Instructions

Follow these steps to connect your Zoho account:

Step 1: Open a Zoho action

• Log into your Astra account.

• Go to the Action Library in Astra.

• Select a Zoho template (for example, Create or update contact).

• Start the flow that requires a Zoho account.

Step 2: Start the connection

• Click Connect your Zoho account.

• A browser authentication page will open.

Step 3: Enter your Zoho region

• On the authentication page, enter your Region.

To find your region:

• Open your Zoho CRM account in your browser.

• Look at the URL. It will look like: crm.zoho.<xxx>

Examples:

• crm.zoho.com → enter com

• crm.zoho.in → enter in

• Enter the correct region value.

• Click Connect Account.

Step 4: Sign in and authorize

• Log in to your Zoho account (if not already logged in).

• Review the permissions requested by Astra.

• Click Allow to grant access.

Step 5: Complete the connection

• After authorization, you will see a confirmation (callback) page.

• Close the page.

You will be automatically redirected to the action configuration page, where:

• Your newly connected Zoho account will appear in the account list.

• You can start using it immediately in your workflow.

What to do next

After connecting your account, you can:

• Select the connected Zoho account while configuring actions

• Automate tasks like creating or updating contacts in Zoho CRM

• Add and manage multiple Zoho accounts if needed

Your Zoho integration is now ready to use in Astra.