It is somewhat how I have to do this yes. We are not a large company (~5–6 employees) and do not have a CRM, but each customer has one or more projects, which is where Fibery comes in with management and status tracking.
Our accounting also does not have a webhook or any of the sorts, so I have to pull all data regularly (at least they have creation date filter) and cross-reference with which ones have active projects based on structured folders in a local server—hence why I need to keep track on my end.
The “backend” is merely a bridge between systems.
Pull contacts from accounting → Filter out customers only → Cross reference with local folders → Pull Fibery entries (customers) and cross reference previous list → Push new/missing.
However there are customers that may have projects, small ones, and it falls outside the automation that cross-reference local folders, which means we have to put them in to Fibery ourselves.
We’ve had to resort to various sorts of hacky solutions so far with our systems. I want to move everything away from that and have it work properly.