Your team is in DealCloud every day. It is where you track relationships, manage your pipeline, and stay organized across a complex network of allocators and opportunities.
But keeping the data inside it accurate is a constant battle. Contacts move firms. AUM figures change. Investment preferences shift. And somewhere along the way, your team stops trusting the records they are working from because they know the information is out of date.
Connecting Dakota Marketplace to your DealCloud solves that. Once the integration is set up, our data flows directly into your existing instance and stays current automatically.
Here is exactly how to pull investor accounts and contacts from Dakota into DealCloud.
The 6 Steps You Need
Where to Start: The Data Integrations Tab
Everything happens inside Dakota Marketplace. Log into your Marketplace account, click the More tab on the far right of your navigation, and select Data Integrations. This is your home base for pulling accounts and contacts into DealCloud, monitoring what is already connected, and tracking everything the integration is doing on an ongoing basis.
If you do not see the Data Integrations tab in your Marketplace navigation, reach out to our customer success team. They can confirm your integration access and get you set up. If you are new to our DealCloud integration, that is a good place to start before diving into the pulling process.
Step 1: Decide Whether to Link or Create
Before you pull anything into DealCloud, the most important decision you will make is whether to link an existing record or create a new one. Getting this right is what keeps your DealCloud clean and free of duplicates.
Link when the account or contact already exists in your DealCloud. Linking connects your existing record to its Dakota counterpart and adds our data alongside what you already have, without creating a duplicate or overriding anything your team has entered.
Create when the account or contact does not yet exist in your DealCloud. Creating builds a brand new record directly from Dakota Marketplace with all of our data already attached from the start.
If you are not sure whether a record already exists, always try linking first. The integration will tell you quickly whether there is a match. For a deeper explanation of the linking process specifically, see our guide on linking existing DealCloud records to Dakota.
Step 2: Filter for the Accounts You Want
The Data Integrations tab doubles as a prospecting and reporting tool. Before you start linking or creating, use the filters on the right side of the page to narrow down exactly which accounts you want to pull over.
You can filter by account type, AUM, metro area, and country. You can also filter by investment preference to find firms that invest in specific strategies like private credit, venture capital, or global equities. Taking the time to build a focused list before you start taking action keeps your DealCloud clean and makes sure your team is working with records that are actually relevant to their coverage.
Step 3: Link Your Existing Records
Once you have filtered your list, select the accounts you want to link by clicking the checkbox on the left side of each record. You can select multiple accounts at once. Then come up to the action item dropdown and select Link.
Our integration performs a fuzzy match, comparing the account name in Dakota Marketplace against the records already in your DealCloud and surfacing the closest matches. If naming conventions are too different for the fuzzy match to find the right record, you can search manually by phone number, CRD number, or website for accounts, and by email address, full name, or last name for contacts. Once you find the right match, linking takes a single click.
After linking, a small link icon appears next to the record confirming that our data is now flowing into that DealCloud record in real time.
See how investment firms are pulling hundreds of allocator accounts into DealCloud in a single step, with no manual data entry. Book a demo!
Step 4: Create New Records
For accounts that do not yet exist in your DealCloud, select them using the checkbox and choose Create from the action item dropdown.
A pop-up appears showing you the account you are pulling over and all of the contacts we have for that firm. Pick the ones your team would actually call on, click Add, and those records are created in your DealCloud in a single step. No copying. No pasting. No manual data entry. You can pull up to 200 records at a time by adjusting the rows per page setting in the Data Integrations tab.
Step 5: Pull Records on a One-Off Basis
For individual accounts you come across while browsing Dakota Marketplace, you do not need to go back to the Data Integrations tab every time. Each account page in Marketplace has an Add to CRM button in the top right corner that lets you link or create that specific record directly from the account page.
This is particularly useful when your team is researching a new prospect mid-day and wants to add them to DealCloud immediately without interrupting their workflow.
Step 6: Monitor Everything in the Logs Tab
Once your records are linked or created, the Logs tab on the left side of the Data Integrations page becomes your monitoring tool. It tracks every action that happens within the integration: updates, creations, links, and any failed actions, at both the account and contact level.
Check the Logs tab regularly when you first get started. It gives you full visibility into what we are updating, what has been successfully pulled over, and whether anything needs attention.
What About Your Existing DealCloud Data?
If your firm already has hundreds of accounts in DealCloud and the idea of linking them one by one feels overwhelming, our Linking & Syncing service for DealCloud handles the initial connection for you, matching your existing records to their Dakota counterparts on the back end before your team starts working with the integration. It is the cleanest way to get set up correctly from day one, and the approach we recommend for any firm with a significant existing DealCloud.
Stop Moving Data by Hand
Pulling investor accounts and contacts from Dakota into DealCloud is a straightforward process once you know the steps. Filter for the accounts that matter to your strategy, link what already exists, create what is new, and let us handle keeping everything current from there. The manual work of copying, pasting, and updating disappears, and your team gets to focus on what actually moves the needle: building relationships and closing capital.
Our full CRM integration suite covers everything your firm needs to get Dakota's data flowing into the tools your team already uses.
Book a demo of the Dakota DealCloud integration today.
