DealCloud users are some of the most relationship-driven professionals in investment management. You rely on the platform to manage contacts, track deals, and stay organized across a complex network of allocators and opportunities.
But there is a problem that creeps in quietly: the data ages. A contact moves firms. An allocator shifts strategy. And before long, the records your team depends on are no longer accurate. When that happens, the CRM stops being a competitive advantage and starts being a liability.
The cost of bad data compounds faster than most firms realize.
Dakota Marketplace integrates directly with Intapp DealCloud to keep your records current automatically. Here is how it works and what your team gets from day one. For broader guidance on CRM adoption, visit Dakota's CRM resource hub.
Yes, Dakota Has a DealCloud Integration
Dakota Marketplace connects to Intapp DealCloud through a purpose-built integration that syncs allocator account and contact data directly into your DealCloud instance. Once connected, everything stays up to date in real time, so your team always has accurate information when they need it, 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 DealCloud integration page.
How It Works: Linking and Creating
The DealCloud integration runs from within Dakota Marketplace, in the Data Integrations tab. To get there, click the More tab on the far right of your Marketplace navigation and select Data Integrations. From there, you have two ways to bring data into DealCloud:
- Linking connects an existing DealCloud 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 also search by phone number, CRD number, or website for accounts, and by email address, full name, or last name 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 DealCloud record directly from Dakota Marketplace in a single step. You preview the account, select which contacts you want to pull over based on who your team would call on, click Add, and those records are created in your DealCloud instance. No copying. No pasting. No manual entry.
You can pull up to 200 records at a time from the Data Integrations tab.
If your team is still copying allocator data into DealCloud by hand, there's a faster way. See the Dakota DealCloud integration in action!
No More Duplicate Records
One of the most frustrating problems DealCloud users face when bringing in outside data is duplicates. Your DealCloud might have "UMass" while Dakota Marketplace has "University of Massachusetts Endowment." Those are the same institution, but without smart matching, your CRM ends up with two records, conflicting data, and a team that does not know which one to trust.
Dakota's linking process is built to catch exactly this. The fuzzy match logic identifies records that belong together even when the names do not match perfectly, and gives you the opportunity to confirm the connection before anything is created. Maintaining clean CRM data is one of the hardest ongoing challenges for investment firms, and getting the initial setup right is the most important step toward solving it.
What Your DealCloud Records Look Like After
Once an account is connected, Dakota adds a dedicated Dakota tab directly inside your DealCloud company overview page. That is where all Dakota data lives, sitting alongside your existing DealCloud information without overriding anything your team has already entered.
What comes through in that tab includes full account details, Dakota's investment sales team descriptions giving your team context before every call, and all of the allocator data tabs available in Marketplace: Consultants, Alternatives, Equities, Fixed Income, and more. On the contact level, career history and contact details come through as well.
All of that data is yours to use inside DealCloud. Build dashboards, run reports, and work from a single source of truth rather than toggling between platforms. The Logs tab inside the Data Integrations page tracks every action within the integration so your team always knows exactly what changed and when.
Getting Your Existing DealCloud Data Connected
If your firm already has hundreds of accounts in DealCloud, manually linking each one to its Dakota counterpart is not the right approach. Dakota's Linking & Syncing service handles the initial connection for you. You send Dakota an export of your existing accounts and contacts, the team runs a matching process across multiple fields, and once you approve the match file, Dakota builds all of the connections on the back end. Your existing records get connected to their Dakota counterparts before your team ever logs in, with no duplicates and no manual work required on your end.
For any firm with a populated DealCloud instance, Linking & Syncing is the recommended starting point.
Setup Is Simpler Than You Think
The word "integration" can make firms nervous. It sounds like a project, a technical lift, and weeks of back-and-forth. In practice, getting the DealCloud integration up and running is a straightforward process. Dakota's CRM integration team handles implementation and walks your team through the product hands-on. A follow-up check-in ensures any questions that come up as your team gets comfortable are answered quickly.
You do not need a technical resource on your end. Dakota's customer success team is trained across all integrations and available for anything after setup.
Stop Switching Tabs. Start Closing Deals.
Your team should be spending time on relationships, not on updating records or toggling between platforms to find accurate information. The Dakota DealCloud integration puts the data your team needs directly inside the CRM they already use, updated automatically, every day.
You can learn more about the full Dakota CRM integration suite or book a demo to see the DealCloud integration in action.
Book a demo of the Dakota DealCloud integration today!
