If your investment firm runs on HubSpot, you are already doing the right thing. You are tracking interactions, managing outreach, and running campaigns from one place.
But there is a problem most HubSpot users hit eventually: the data stops being reliable. Allocator contacts change firms. AUM figures shift. Decision makers take on new roles. And suddenly the CRM your team was supposed to trust is full of records nobody believes anymore.
A CRM is only as valuable as the data inside it, and when the data falls behind, the whole system breaks down.
Dakota Marketplace integrates directly with HubSpot to fix that. Here is how it works and what your team gets from day one. For broader CRM adoption guidance, visit Dakota's CRM resource hub.
Yes, Dakota Has a HubSpot Integration
Dakota Marketplace connects to HubSpot through a purpose-built integration that syncs allocator account and contact data directly into your HubSpot instance. Once connected, your records stay current automatically, so your team is always working from accurate information without anyone managing it manually.
The integration is available to all Dakota Marketplace members inside the Data Integrations tab of your Marketplace login. You can also learn more and book a demo on the Dakota HubSpot integration page.
How It Works: Linking and Creating
The HubSpot integration runs from within Dakota Marketplace itself, in the Data Integrations tab. There are two ways to bring data into HubSpot:
- Linking connects an existing HubSpot account or contact to its matching record in Dakota Marketplace. The integration performs a fuzzy match based on account name. If naming conventions differ, you can search by phone number, CRD number, or website for accounts, and by email address, full name, last name, or CRD number for contacts. Once linked, a small link icon appears next to the record confirming that real-time updates from Dakota are now flowing in.
- Creating builds a brand new HubSpot record directly from Dakota Marketplace in a single step. You preview the account, select the contacts you want to pull over based on who your team would call on, click Add, and those records appear in HubSpot. No copying. No pasting. No manual entry.
You can pull up to 200 records at a time by adjusting the rows per page setting in the Data Integrations tab.
Wondering what your HubSpot would look like with real-time Dakota data flowing in automatically? Let's show you!
You Choose Exactly What Comes In
One of the most common concerns firms have when setting up a CRM integration is ending up with a flood of irrelevant data that creates more problems than it solves. Duplicates pile up. Records conflict. The CRM that was supposed to make life easier becomes a source of frustration. Bad data has a real cost, and most firms underestimate how quickly it compounds.
Dakota built its HubSpot integration specifically to prevent this. Rather than pushing everything at once, Dakota works with your team to build a custom, bespoke data package tailored to your firm's needs. If you only want alternatives-focused allocator data, you pull just that. If fixed income is not relevant to your strategy, you leave it out. What comes into your HubSpot is exactly what your team needs, nothing more.
What Your HubSpot Records Look Like After
Once an account or contact is connected, Dakota maps its information into HubSpot in whichever format works best for your firm. You can choose to have Dakota data populate custom Dakota fields, sitting clearly alongside your existing data without overriding anything. Or you can map Dakota's information directly to your standard HubSpot fields if you prefer everything in one place. The setup call with Dakota's team is where you make that call together.
From that point forward, every connected record stays up to date automatically. The Dakota Logs tab tracks every action within the integration: updates, creations, links, and any changes at the account and contact level. Your team always knows exactly what changed and when.
Getting Your Existing HubSpot Data Connected
If your firm already has hundreds of accounts in HubSpot, manually linking each one to its Dakota counterpart is not the right approach. Dakota's Linking & Syncing service handles the initial connection for you, matching your existing records to their Dakota counterparts on the back end before you ever log in. It is the recommended starting point for any firm with an existing HubSpot and the cleanest way to get set up correctly from the start.
Set Up Is Simpler Than You Think
The biggest hesitation firms have about CRM integrations is the setup. It sounds technical. It sounds like a project. In practice, getting the HubSpot integration up and running starts with a one-hour install call with Dakota's CRM integration team. That call covers page layouts, implementation, and hands-on training. A two-week check-in follows as your team gets comfortable with the product.
Dakota's customer success team is trained across all integrations and available for anything after that: pulling reports, linking records, or creating new accounts. You do not need a technical resource on your end.
Give Your HubSpot the Data It Deserves
Your team put the work into building a CRM workflow. The Dakota HubSpot integration makes sure the data underneath that workflow is actually current. Real-time updates, a clean setup process, and a data package built around your strategy, not someone else's.
The Data Integrations tab is available to all Dakota Marketplace members today. If you are not yet a member, you can explore the full Dakota CRM integration suite and book a demo to see the HubSpot integration in action.
Book a demo of the Dakota HubSpot integration today!
