Integrations
Sterling connects to the tools you already use. Integrations sync your email, calendar, and meeting transcripts directly into household records.
Available Integrations
The following integrations are ready to connect today.
Microsoft Outlook
Connect your Microsoft Outlook account for seamless email and calendar management. Once connected, client communications and calendar events appear automatically in household interaction histories.
- Email synchronization
- Calendar integration
- Contact management
Notetaker
Automatically join and transcribe your client meetings. The Notetaker works with all major platforms from a single setup.
- Microsoft Teams
- Zoom
- Google Meet
Transcripts are linked to households and appear in the Interactions section.
Ready to Connect?
See Setting Up Your Integrations for step-by-step setup instructions for Outlook and Notetaker.
Coming Soon
We're actively building integrations with leading financial platforms. The following will be available in future updates.
Custodians
- Charles Schwab: Automated custodial form population and real-time client portfolio synchronization
- Fidelity: Automated custodial form population and real-time client portfolio synchronization
Google Services
- Gmail: Email automation and smart filtering
- Google Workspace: Drive, Calendar, and Gmail integration
Request an Integration
Have a platform you'd like us to support? Contact your account manager to submit a feature request.