Below you can find the steps to sign in to Workspace:
Ensure you have your CRM credentials (such as HubSpot login information) ready for the sign-in process.
- In the Workspace login page, click the Sign in with HubSpot button. This will allow you to log in via your HubSpot account.
- The following window will pop up asking you to connect Koncert with your HubSpot account for authentication. After selecting your account, click on the Choose Account button.
Upon clicking the Choose Account button, the following pop-up window will be displayed. Read the Terms and Conditions and agree to them by clicking the Checkbox, then click on the Connect App button to allow Koncert to access your HubSpot account.
In the screenshot above, you can see the descriptions for the scopes listed below, which are utilized in Koncert within HubSpot.
| Object/Scope | Description |
| crm.lists.read | View details about contact lists. |
| crm.objects.contacts.read | View properties and other details about contacts. |
| crm.objects.contacts.write | View properties and create, delete, and make changes to contacts. |
| crm.objects.owners.read | View details about users assigned to a CRM record. |
- Once authorization is successful, Koncert will begin setting up your organization. After the setup is complete, you will be directed to the Workspace portal.
After logging into the Workspace portal, the Product Tour will automatically start. This provides an overview of the Workspace interface and features.
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- Follow the Prompts: You can navigate through the tour by following the on-screen instructions.
- Skip the Product Tour: If you prefer, you can skip the tour by clicking the Skip button.
To assist with the onboarding process and provide continuous support, Koncert automatically creates a default Koncert Support User for your organization. This user will act as your dedicated assistant for troubleshooting, real-time support, and operational guidance.
The credentials for the Koncert Support User are as follows:
- Email: support-<org id>@koncert.com
- Password: Koncert@<org id>
Important: Share the Koncert Support User credentials with Koncert’s support team for further assistance. For more information, refer to the article on User Management.
Next, click on the below to Know about the Workspace:
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.