Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo
Fundraising and raising capital is hard. Dakota makes it easier.
If you live in your CRM every day, manually copying allocator research into it every time something changes is exactly the kind of friction that eats into actual selling time.
In this article, we'll walk through how Dakota Marketplace's CRM, API, and Snowflake integrations keep your system of record current automatically, and how to use them to stop pinballing between platforms.
What Dakota's Integrations Actually Connect
Dakota Marketplace connects into seven CRMs: Salesforce, HubSpot, Backstop, IntApp DealCloud, Dynamo, Satuit Technologies, and Microsoft Dynamics 365. Once connected, Marketplace accounts and contacts sync directly into your CRM and update in real time.
Since Dakota's data team refreshes allocator records daily, new contacts, role changes, updated preferences, those changes flow straight into your system of record without any extra effort on your end. Export to Excel is also available alongside the sync, for anything you want to work with outside your CRM.
For firms wanting raw data access beyond a CRM, API and Snowflake connectivity let you pull Marketplace data directly into your own data warehouse or internal systems, so it can feed dashboards, models, or workflows however you've already built them.
3 Use Cases for Dakota's Integrations and APIs
Use It to Stop Manually Updating Your CRM
The core value of a real-time sync is that it removes a task you'd otherwise be doing by hand, repeatedly. One firm said "everyone is loving" their integration after a recent Snowflake rollout, since the manual data entry that used to eat into their week simply stopped being necessary. If your team is still exporting Marketplace data and re-entering it into your CRM, that's exactly the workflow this replaces.
Use It to Scale Adoption Across a Larger Team
A good integration doesn't just save time for one user, it tends to spread once people see it working. One firm's reaction to a recent Salesforce integration demo was described as "mind blown," and they're now looking to expand their user base significantly off the back of that single demo. If your team has piloted an integration with a small group, that reaction is usually a sign it's ready to roll out more broadly.
Use It to Compare Against What You've Used Before
If you've evaluated other data providers' CRM integrations before, the comparison is often the fastest way to see the difference. One firm compared Dakota's Salesforce integration favorably against a competing provider's version, describing the other tool as clunkier and less polished by comparison. Worth checking directly against whatever you're using today rather than assuming all integrations function the same way.
Build Your Workflow Around One Source of Truth
Whether your team lives in Salesforce, HubSpot, DealCloud, or a custom data warehouse, the goal is the same: allocator data that's current without anyone having to update it by hand. Dakota's integrations extend that same principle whether you need a CRM sync, a raw API feed, or a Snowflake connection.
Book a demo to see which integration fits how your team already works.
FAQs
Which CRMs does Dakota Marketplace integrate with? Salesforce, HubSpot, Backstop, IntApp DealCloud, Dynamo, Satuit Technologies, and Microsoft Dynamics 365.
Can I access raw Marketplace data outside of a CRM? Yes. API and Snowflake connectivity let you pull data directly into your own data warehouse or internal systems.
Is integration pricing included in the standard membership? No. Pricing for integrations is custom and separate from the standard membership fee.
