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Rebuilding the same set of filters every time you want to revisit a list is exactly the kind of repetitive work a CRM integration should eliminate, not create.
In this article, we'll walk through My Lists, now live across Dakota's Data Integrations suite, and how to use it to save a filtered view once and come back to it in a few clicks instead of starting over.
What My Lists Actually Does
Users of Dakota's Data Integrations, HubSpot, Dynamo, Dynamics, Satuit, DealCloud, and Backstop, can now filter Accounts and Contacts and save those filters as My Lists directly within the Data Integrations tab.
This functionality has long been available in the traditional Marketplace experience and has consistently received positive feedback there, and it now extends the same convenience to anyone working primarily through a CRM integration rather than the standard Marketplace interface.
3 Use Cases for “My Lists” In Your Dakota Integration
Use It to Stop Rebuilding the Same Filters
The core value here is simple: a list you build once doesn't need to be rebuilt the next time you want it. One firm, after reviewing the release, said it would be genuinely helpful as they build out individual lists with multiple filters, recognizing immediately how much repetitive setup it would save going forward. If your team has been reconstructing the same filtered view across sessions, this closes that gap directly inside the integration you're already using.
Watch a walkthrough of My Lists to see how saved filters work inside the Data Integrations tab.
Use It Alongside the Rest of Dakota's Integration Suite
My Lists is one piece of a broader integration suite built to keep your CRM or data pipeline current without manual work. Dakota connects into seven CRMs, with the Salesforce App carrying the largest user base, alongside API and Snowflake connectivity for firms wanting raw data access, plus HubSpot, DealCloud, Backstop, Dynamo, and others rounding out the rest. One Salesforce App user, upgrading early, called the broader set of integration enhancements exciting, specifically pointing out that one new feature replaced a custom workaround his team had built themselves to solve the same problem.
Use It to Validate an Integration You're Already Relying On
If your team already depends on a specific integration day to day, ongoing updates like My Lists are worth checking against your current workflow. One Backstop user said her team was very happy with the product, specifically pointing to how well the Backstop integration itself had worked for their needs, a reminder that these releases build on integrations teams are already actively using, not introducing something new to learn from scratch.
Save Your Filters Once and Stop Repeating the Work
If you're filtering Accounts and Contacts by the same criteria every time you log in through a Dakota integration, save that filter as a list instead. A few clicks gets you back to the exact view you built, without reconstructing it from scratch.
Book a demo to see My Lists and the rest of Dakota's integration suite for your CRM.
FAQs
Which integrations support My Lists? HubSpot, Dynamo, Dynamics, Satuit, DealCloud, and Backstop.
What can I filter and save as a list? Accounts and Contacts, filtered and saved directly within the Data Integrations tab.
Was My Lists available in Marketplace before this release? Yes. It's long been available in the traditional Marketplace experience; this release extends the same functionality to Data Integrations users.
