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Discover Dakota’s CRM integrations with Salesforce, HubSpot, and more, ensuring accurate sales data for investment firms.

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Keep your accounts and contacts updated in real time

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Our Data Integration Partners

Are you frustrated that your CRM data is out of date?

Our Dakota Marketplace integrations keep all of your sales contact data up to date in real time. Sync Dakota Marketplace data directly within your CRM instance to ensure your data is never incomplete or stale.

With a Dakota Marketplace integration you can rely on one source of truth without having to work between multiple sources of data.

Why Dakota Marketplace Integration?

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Access your own data alongside Marketplace data for comprehensive insights

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Maintain data integrity with a single, reliable source within your CRM.

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Real time updates for your contact data

Book A Demo Today

See Why Over 80 Investment Firms
Use a Dakota Marketplace Integration

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Don’t see your CRM listed?

We are committed to serving our members. Email us at integrations@dakota.com so we can make your solution a priority. In the meantime, see if an API or Flat File is right for you by filling out the form above.

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925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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